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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
M&T Bank
126
M&T Bank
New York
$19.2M -$1.46M -23,616 -7%
Truist Financial
127
Truist Financial
North Carolina
$19.2M +$1.05M +16,970 +6%
EFL
128
ERn Financial LLC
Wisconsin
$19.1M +$5.86M +95,096 +49%
WAM
129
WFA Asset Management
Wisconsin
$18.8M +$966K +15,663 +6%
AIG
130
American International Group
New York
$18.8M -$4.82M -78,083 -21%
EWM
131
Executive Wealth Management
Michigan
$18.6M +$144K +2,343 +0.8%
AT
132
Arden Trust
Delaware
$18.6M -$347K -5,624 -2%
SCA
133
Snowden Capital Advisors
New York
$18.6M -$119K -1,925 -0.7%
GWAG
134
Garrett Wealth Advisory Group
Texas
$18.2M -$6.35M -103,041 -27%
MA
135
Mutual Advisors
Nebraska
$18.1M +$1.51M +24,466 +10%
RIM
136
Redwood Investment Management
Arizona
$18M +$17.1M +276,879 New
OC
137
Oarsman Capital
Wisconsin
$17.9M +$4.26M +69,003 +34%
TCM
138
Tradewinds Capital Management
Washington
$17.7M -$12.6M -203,769 -43%
BTWM
139
Baker Tilly Wealth Management
Wisconsin
$17.7M -$599K -9,713 -3%
WWM
140
Western Wealth Management
Colorado
$17.5M +$6.42M +104,093 +63%
CWA
141
Choice Wealth Advisors
Maine
$16.6M -$123 -2 -0%
AWA
142
Alta Wealth Advisors
Massachusetts
$16.5M +$6.12M +99,184 +64%
HSWS
143
Higgins & Schmidt Wealth Strategies
Colorado
$16.4M +$15.5M +252,152 New
CA
144
CGN Advisors
Kansas
$16.3M -$82.5K -1,338 -0.5%
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
$16.2M -$1.57M -25,480 -9%
SFG
146
Sunburst Financial Group
Alabama
$16.1M +$1.08M +17,436 +8%
DA
147
Drake & Associates
Wisconsin
$16.1M +$15.2M +246,994 New
SWP
148
Stratos Wealth Partners
Ohio
$15.8M +$1.66M +26,986 +13%
KA
149
Kozak & Associates
Colorado
$15.7M -$1.41M -22,910 -9%
MAM
150
MMA Asset Management
Pennsylvania
$15.5M +$80.7K +1,309 +0.6%

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.