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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
LPL Financial
1
LPL Financial
California
$1.72B +$205M +3,324,346 +14%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.46B +$17M +275,318 +1%
Morgan Stanley
3
Morgan Stanley
New York
$810M +$414M +6,711,635 +117%
AF
4
Allworth Financial
California
$810M +$21.6M +350,344 +3%
Ameriprise
5
Ameriprise
Minnesota
$464M +$116M +1,887,610 +36%
HI
6
Horizon Investments
North Carolina
$439M +$138M +2,234,208 +49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$373M -$279M -4,524,427 -44%
VA
8
Valmark Advisers
Ohio
$319M +$2.23M +36,180 +0.7%
EH
9
Equitable Holdings
New York
$315M +$14.1M +229,450 +5%
JP Morgan Chase
10
JP Morgan Chase
New York
$256M +$213M +3,456,691 +733%
Bank of America
11
Bank of America
North Carolina
$249M +$55.5M +900,364 +31%
HWM
12
HB Wealth Management
Georgia
$247M +$5.22M +84,644 +2%
UBS Group
13
UBS Group
Switzerland
$237M +$13.4M +217,894 +6%
Osaic Holdings
14
Osaic Holdings
Arizona
$222M -$262M -4,242,660 -55%
FGAM
15
Financial Gravity Asset Management
Texas
$208M +$9.47M +153,621 +8%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$194M +$25.1M +406,667 +16%
OWM
17
Orgel Wealth Management
Wisconsin
$189M -$5.63M -91,326 -3%
QWP
18
Quotient Wealth Partners
Texas
$184M +$175M +2,832,398 New
AA
19
Advisory Alpha
Michigan
$174M +$528K +8,556 +0.3%
RA
20
RFG Advisory
Alabama
$171M -$3M -48,598 -2%
ACM
21
AlphaStar Capital Management
North Carolina
$164M -$3.07M -49,835 -4%
PAG
22
Private Advisor Group
New Jersey
$161M +$259K +4,192 +0.2%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$159M +$25.2M +409,182 +20%
WJA
24
Willis Johnson & Associates
Texas
$152M +$4.3M +69,800 +3%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$136M +$16.7M +271,564 +15%

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.