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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
CF
201
Centaurus Financial
California
$9.57M +$6.88M +111,503 +313%
PC
202
Pecaut & Co
Iowa
$9.44M -$113K -1,833 -1%
DWM
203
Dakota Wealth Management
Florida
$9.42M +$1.4M +22,752 +19%
RFS
204
Retirement Financial Solutions
Tennessee
$9.42M +$553K +8,965 +7%
WC
205
Waterloo Capital
Texas
$9.42M -$858K -13,919 -9%
LWMG
206
Levy Wealth Management Group
Pennsylvania
$9.41M +$59.4K +964 +0.7%
GRP
207
Global Retirement Partners
California
$9.38M +$2.13M +34,482 +32%
TCMP
208
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.35M -$1.02M -16,511 -10%
MFG
209
Magnus Financial Group
New York
$9.3M -$60.6K -982 -0.7%
Citadel Advisors
210
Citadel Advisors
Florida
$9M +$6.71M +108,792 +368%
PWP
211
PrairieView Wealth Partners
Illinois
$8.98M +$8.51M +138,016 New
WI
212
WrapManager Inc
California
$8.98M +$323K +5,243 +4%
ACM
213
Advisors Capital Management
New Jersey
$8.9M +$6.52M +105,666 +339%
GSEP
214
Golden State Equity Partners
California
$8.87M +$1.86M +30,090 +28%
AssetMark Inc
215
AssetMark Inc
California
$8.85M +$549K +8,903 +7%
CI
216
CX Institutional
Indiana
$8.8M -$127K -2,052 -1%
IRC
217
Investors Research Corp
Georgia
$8.72M +$369K +5,978 +5%
CAL
218
Capital Analysts LLC
Pennsylvania
$8.65M +$896K +14,529 +12%
CWM
219
Cornerstone Wealth Management
Missouri
$8.6M +$71.3K +1,156 +0.9%
HP
220
Hilltop Partners
Indiana
$8.54M -$18.5M -299,315 -70%
Comerica Bank
221
Comerica Bank
Texas
$8.49M +$3.75M +60,828 +87%
Susquehanna International Group
222
Susquehanna International Group
Pennsylvania
$8.39M +$7.95M +128,924 New
FZCM
223
Flynn Zito Capital Management
New York
$8.28M -$2.14M -34,727 -21%
PPWM
224
PFG Private Wealth Management
Florida
$8.26M -$6.06M -98,264 -44%
FSA
225
Financial Services Advisory
Maryland
$8.25M -$311K -5,048 -4%

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.