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State Street SPDR Portfolio S&P 500 Growth ETF

823 hedge funds and large institutions have $14.4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 359 increasing their positions, 278 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 48

66% more call options, than puts

Call options by funds: $10.8M | Put options by funds: $6.49M

29% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 278

11% more capital invested

Capital invested by funds: $13B → $14.4B (+$1.43B)

4% more funds holding in top 10

Funds holding in top 10: 138144 (+6)

3.89% more ownership

Funds ownership: 73.64%77.53% (+3.9%)

3% more funds holding

Funds holding: 799823 (+24)

Holders
823
Holders Change
+24
Holders Change %
+3%
% of All Funds
13.06%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.29%
New
81
Increased
359
Reduced
278
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$6.51M -$449K -7,336 -6%
EWA
227
EverSource Wealth Advisors
Alabama
$6.49M +$554K +9,049 +9%
GRP
228
Global Retirement Partners
California
$6.44M +$658K +10,740 +11%
QC
229
Quent Capital
New York
$6.42M -$148K -2,420 -2%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$6.4M +$2.4M +39,246 +57%
RWA
231
Rooted Wealth Advisors
Illinois
$6.36M +$627K +10,238 +11%
FIM
232
Freedom Investment Management
Connecticut
$6.31M -$1.44M -23,527 -18%
GSEP
233
Golden State Equity Partners
California
$6.3M +$6M +97,926 +1,189%
PA
234
Probity Advisors
Texas
$6.29M +$11.3K +185 +0.2%
AWM
235
Atticus Wealth Management
Florida
$6.21M +$239K +3,898 +4%
NEWAS
236
N.E.W. Advisory Services
Wisconsin
$6.18M +$4.28M +69,895 +203%
BFG
237
Buttonwood Financial Group
Missouri
$6.12M -$47.8K -780 -0.7%
Jane Street
238
Jane Street
New York
$6.12M +$6.33M +103,307 New
TC
239
TAGStone Capital
North Carolina
$6.07M -$24.3K -396 -0.4%
GA
240
GoalVest Advisory
New York
$5.99M -$30K -489 -0.5%
CGFA
241
Colton Groome Financial Advisors
North Carolina
$5.97M -$974K -15,895 -14%
RW
242
Regimen Wealth
Georgia
$5.91M +$5.45K +89 +0.1%
IWP
243
IAG Wealth Partners
Wisconsin
$5.89M -$298K -4,857 -5%
OAM
244
Occidental Asset Management
California
$5.84M -$142K -2,320 -2%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$5.83M +$1.56M +25,421 +35%
FMP
246
Financial Management Professionals
Texas
$5.79M +$20.1K +328 +0.3%
BPA
247
Beacon Pointe Advisors
California
$5.75M +$240K +3,914 +4%
CWM
248
Collaborative Wealth Management
Florida
$5.72M +$314K +5,133 +6%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$5.71M +$559K +9,124 +10%
OPPS
250
Obsidian Personal Planning Solutions
Maryland
$5.63M +$602K +9,829 +12%

SPYG Hedge Fund Activity: Q3 2023 in Review

823 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2023, worth a combined $14.4B — up 11% from $13B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new SPYG positions and 48 closed out — a net gain of 33 holders — while 359 added to existing stakes and 278 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $363M. The largest seller was Prostatis Group, cutting an estimated $22.4M.

  • 823 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2023, up from 799 in Q2 2023.
  • Funds reported $14.4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 81 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2023 and 48 closed out, a net change of +33 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2023 was Envestnet Asset Management, an estimated $363M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2023 was Prostatis Group, an estimated $22.4M sold.

Based on aggregated 13F filings for Q3 2023.