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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
CFG
76
Compton Financial Group
Maryland
$39.2M -$710K -11,511 -2%
MFG
77
Merit Financial Group
Georgia
$38.8M +$11.2M +180,833 +43%
ETS
78
ESL Trust Services
New York
$38.4M +$123K +2,001 +0.3%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$37.3M -$4.65M -75,439 -12%
RA
80
Rodgers & Associates
Pennsylvania
$36.7M -$965K -15,650 -3%
AIA
81
Alera Investment Advisors
Illinois
$35.5M -$307K -4,979 -0.9%
FWM
82
FFT Wealth Management
Pennsylvania
$35.5M +$371K +6,024 +1%
LP
83
LGL Partners
Pennsylvania
$33.3M +$98.7K +1,601 +0.3%
T
84
TrueFG
Texas
$32M +$56.1K +910 +0.2%
IWM
85
IHT Wealth Management
Illinois
$31.9M +$538K +8,721 +2%
SWM
86
SilverOak Wealth Management
Minnesota
$31.6M +$30M +486,405 New
IWC
87
Integrated Wealth Concepts
Massachusetts
$31.2M +$238K +3,863 +0.8%
MWPCG
88
Measured Wealth Private Client Group
New Hampshire
$29.5M -$726K -11,776 -3%
Wealth Enhancement Advisory Services
89
Wealth Enhancement Advisory Services
Minnesota
$28.6M -$581K -9,427 -2%
HWM
90
Horizon Wealth Management
Illinois
$28.5M +$17.4M +281,981 +181%
Stifel Financial
91
Stifel Financial
Missouri
$28.1M +$1.27M +20,560 +5%
NA
92
NewEdge Advisors
Louisiana
$27.8M -$6.93M -112,380 -21%
SWP
93
Strategic Wealth Partners
Ohio
$27.7M +$167K +2,711 +0.6%
NB
94
Nicolet Bankshares
Wisconsin
$27.5M -$760K -12,321 -3%
ACA
95
Ackerman Capital Advisors
Texas
$27.4M +$2.2M +35,706 +9%
AAS
96
Ameritas Advisory Services
Nebraska
$27.3M -$4.46M -72,289 -15%
GKWIM
97
Gerber Kawasaki Wealth & Investment Management
California
$26.7M +$1.48M +23,971 +6%
EDRIA
98
Edmonds Duncan Registered Investment Advisors
Kansas
$26.3M +$944K +15,310 +4%
WH
99
Whitcomb & Hess
Ohio
$25.9M -$146K -2,369 -0.6%
SFM
100
Signet Financial Management
New Jersey
$25.8M +$6.23K +101 +0%

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.