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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
PRI
176
Prepared Retirement Institute
Pennsylvania
$12.3M +$11.7M +189,539 New
SMF
177
Sterling Manor Financial
New York
$12.2M +$4.58M +74,263 +66%
CWM
178
CarsonAllaria Wealth Management
Illinois
$12M +$467K +7,570 +4%
HG
179
Harbor Group
New Hampshire
$11.8M -$55.9K -907 -0.5%
TWP
180
Tower Wealth Partners
Pennsylvania
$11.7M +$11.1M +180,476 New
MFA
181
Millington Financial Advisors
Illinois
$11.7M +$404K +6,551 +4%
CWP
182
Concord Wealth Partners
Virginia
$11.6M -$3.56M -57,795 -24%
PWPS
183
Pinnacle Wealth Planning Services
Ohio
$11.5M +$47.9K +776 +0.4%
KPWS
184
Kestra Private Wealth Services
Texas
$11.5M +$5.88M +95,299 +117%
WANY
185
Wealthspire Advisors (New York)
New York
$11.5M +$10.9M +176,289 New
OHIS
186
Oak Harvest Investment Services
Texas
$11.4M -$338K -5,484 -3%
TFCP
187
Twin Focus Capital Partners
Massachusetts
$11.2M -$684K -11,098 -6%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$11.1M +$3.91M +63,385 +59%
SFG
189
StrategIQ Financial Group
Indiana
$11M +$454K +7,358 +5%
Two Sigma Investments
190
Two Sigma Investments
New York
$11M -$1.94M -31,400 -16%
MWM
191
McNaughton Wealth Management
California
$11M +$488K +7,915 +5%
WA
192
Waverly Advisors
Alabama
$11M -$267K -4,328 -3%
ORG
193
Optimist Retirement Group
Washington
$10.9M +$10.4M +167,978 New
GIA
194
GHP Investment Advisors
Colorado
$10.7M +$107K +1,728 +1%
SIG
195
Sargent Investment Group
Maryland
$10.7M -$260K -4,212 -2%
AWM
196
Atticus Wealth Management
Florida
$10.4M +$3.41M +55,244 +53%
NECFA
197
New England Capital Financial Advisors
Connecticut
$10.4M +$162K +2,627 +2%
NC
198
NewSquare Capital
Pennsylvania
$10.2M +$49.5K +803 +0.5%
SOS
199
Silver Oak Securities
Tennessee
$9.69M +$8.81M +142,913 +2,370%
CAMV
200
Concord Asset Management (Virginia)
Virginia
$9.69M -$2.83M -45,946 -24%

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.