We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

916 hedge funds and large institutions have $17.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 137 funds opening new positions, 359 increasing their positions, 317 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 37

133% more call options, than puts

Call options by funds: $11.4M | Put options by funds: $4.9M

19% more capital invested

Capital invested by funds: $14.4B → $17.2B (+$2.74B)

16% more funds holding in top 10

Funds holding in top 10: 144167 (+23)

13% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 317

11% more funds holding

Funds holding: 823916 (+93)

2.32% more ownership

Funds ownership: 77.53%79.86% (+2.3%)

Holders
916
Holders Change
+93
Holders Change %
+11.3%
% of All Funds
13.35%
Holding in Top 10
167
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.97%
% of All Funds
2.43%
New
137
Increased
359
Reduced
317
Closed
37
Calls
$11.4M
Puts
$4.9M
Net Calls
+$6.5M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Change in
Stake
ACP
926
Aveo Capital Partners
Colorado
-$1,000K -16,867 Closed
KAS
927
KPP Advisory Services
Kentucky
-$726K -12,247 Closed
VAG
928
VisionPoint Advisory Group
Texas
-$643K -10,848 Closed
KF
929
Krilogy Financial
Missouri
-$620K -10,458 Closed
AWAG
930
ARS Wealth Advisors Group
Florida
-$484K -8,173 Closed
CHP
931
Cable Hill Partners
Oregon
-$413K -6,975 Closed
IIA
932
IPG Investment Advisors
California
-$384K -6,482 Closed
CAM
933
Concorde Asset Management
Michigan
-$339K -5,719 Closed
LSA
934
Lion Street Advisors
Texas
-$299K -5,039 Closed
GS
935
GTS Securities
New York
-$293K -4,948 Closed
AIA
936
Arbor Investment Advisors
North Carolina
-$289K -4,880 Closed
CW
937
Channel Wealth
California
-$232K -3,914 Closed
CBFP
938
Cedar Brook Financial Partners
Ohio
-$232K -3,912 Closed
PWM
939
Perigon Wealth Management
California
-$226K -3,815 Closed
CPIA
940
Cornell Pochily Investment Advisors
New York
-$225K -3,791 Closed
EG
941
Ellerson Group
Maryland
-$119K -2,000 Closed
BCM
942
BluePath Capital Management
Georgia
-$117K -1,980 Closed
FRA
943
Front Row Advisors
California
-$78.8K -1,330 Closed
Legacy Financial Group (Iowa)
944
Legacy Financial Group (Iowa)
Iowa
-$41.4K -698 Closed
HL
945
HeadInvest LLC
Maine
-$28.8K -483 Closed
NIC
946
Northwest Investment Counselors
Oregon
-$20.7K -350 Closed
UB
947
UMB Bank
Missouri
-$20.1K -339 Closed
BWS
948
Buck Wealth Strategies
Colorado
-$18.6K -313 Closed
PCM
949
Penserra Capital Management
California
-$7K -119 Closed
TCA
950
Trifecta Capital Advisors
Illinois
-$5.98K -101 Closed

SPYG Hedge Fund Activity: Q4 2023 in Review

916 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2023, worth a combined $17.2B — up 19% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new SPYG positions and 37 closed out — a net gain of 100 holders — while 359 added to existing stakes and 317 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $414M. The largest seller was Envestnet Asset Management, cutting an estimated $279M.

  • 916 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2023, up from 823 in Q3 2023.
  • Funds reported $17.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2023, up 19% quarter-over-quarter.
  • 137 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2023 and 37 closed out, a net change of +100 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2023 was Morgan Stanley, an estimated $414M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2023 was Envestnet Asset Management, an estimated $279M sold.

Based on aggregated 13F filings for Q4 2023.