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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
ES
151
Eagle Strategies
New York
$15.5M +$431K +6,993 +3%
GWM
152
Geneos Wealth Management
Colorado
$15.3M +$27.6K +448 +0.2%
CWM
153
CCG Wealth Management
California
$15.3M -$1.65M -26,787 -10%
VPP
154
Vertex Planning Partners
Illinois
$15.2M +$13.6M +220,117 +1,645%
FHC
155
First Heartland Consultants
Missouri
$14.9M +$200K +3,249 +1%
NL
156
Navalign LLC
California
$14.8M +$456K +7,394 +3%
KFGK
157
Keystone Financial Group (Kentucky)
Kentucky
$14.8M +$981K +15,900 +8%
HA
158
Hofer & Associates
California
$14.7M +$99.5K +1,614 +0.7%
SF
159
Symphony Financial
Texas
$14.7M -$5.89M -95,480 -30%
SCTC
160
Sanibel Captiva Trust Company
Florida
$14.6M +$13.9M +224,737 New
BFEC
161
Benjamin F. Edwards & Company
Missouri
$14.3M +$1.39M +22,465 +11%
GVAG
162
Great Valley Advisor Group
Delaware
$14.3M -$483K -7,837 -3%
WMR
163
Wealth Management Resources
Rhode Island
$14.3M +$3.22M +52,180 +31%
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$14.2M +$602K +9,770 +5%
DI
165
Diligent Investors
California
$14M -$636K -10,311 -5%
CIC
166
Carnegie Investment Counsel
Ohio
$13.9M -$117K -1,895 -0.9%
VC
167
Vicus Capital
Pennsylvania
$13.5M -$618K -10,016 -5%
SFA
168
Sequoia Financial Advisors
Ohio
$13.4M +$1.57M +25,465 +14%
WFA
169
Wells Financial Advisors
Massachusetts
$13.1M -$63.1K -1,024 -0.5%
DI
170
DFPG Investments
Utah
$13M +$751K +12,172 +6%
OL
171
Optas LLC
Texas
$12.9M -$7.54M -122,338 -38%
HFS
172
Horizon Financial Services
North Carolina
$12.8M -$363K -5,881 -3%
PCIA
173
Prime Capital Investment Advisors
Kansas
$12.5M +$455K +7,382 +4%
TFA
174
TPG Financial Advisors
Oregon
$12.5M +$156K +2,523 +1%
CIA
175
Concurrent Investment Advisors
Florida
$12.5M +$11.8M +191,737 New

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.