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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
KWM
101
Kingsview Wealth Management
Oregon
$25.4M +$5.93M +96,168 +33%
IFPL
102
Investments & Financial Planning LLC
Kentucky
$25.3M +$84.4K +1,369 +0.4%
OCM
103
One Capital Management
California
$24.5M +$253K +4,107 +1%
RA
104
Riversedge Advisors
Delaware
$24.4M +$39.6K +642 +0.2%
BGC
105
Beutel, Goodman & Co
Ontario, Canada
$24.3M +$23M +372,652 New
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$24.2M +$14.1M +228,534 +159%
GLA
107
Good Life Advisors
Pennsylvania
$23.8M +$13.1M +211,902 +138%
Creative Planning
108
Creative Planning
Kansas
$23.2M -$2.22M -36,062 -9%
PFS
109
Prospera Financial Services
Texas
$23.1M -$550K -8,915 -2%
MD
110
Money Design
Japan
$23M -$3.94M -63,846 -15%
JFA
111
JNBA Financial Advisors
Minnesota
$22.8M -$1.18M -19,074 -5%
CF
112
Convergence Financial
Missouri
$22.8M +$2.27M +36,869 +12%
IWA
113
Inspirion Wealth Advisors
Illinois
$21.9M -$614K -9,959 -3%
CSPAM
114
Cary Street Partners Asset Management
Virginia
$21.7M -$995K -16,137 -5%
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$21.7M +$2.04M +33,063 +11%
DC
116
Destiny Capital
Colorado
$21.2M +$20.1M +326,130 New
FAIM
117
Financial Advocates Investment Management
Washington
$21.1M +$8.51M +137,947 +74%
CWM
118
Cordatus Wealth Management
Pennsylvania
$21.1M -$540K -8,756 -3%
QIM
119
Quest Investment Management
Oregon
$20.5M -$87.2K -1,414 -0.4%
9WM
120
9258 Wealth Management
Ohio
$20.5M +$1.98M +32,043 +11%
VCP
121
Verus Capital Partners
Arizona
$20.4M +$254K +4,125 +1%
CC
122
Courier Capital
New York
$20.2M -$197K -3,196 -1%
OWA
123
Octavia Wealth Advisors
Ohio
$20.2M +$1.3M +21,124 +7%
AWS
124
Atria Wealth Solutions
New York
$20.1M -$5.89M -95,582 -24%
CCFM
125
Clear Creek Financial Management
Washington
$19.4M -$2.69M -43,615 -13%

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.