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State Street SPDR Portfolio S&P 500 Growth ETF

799 hedge funds and large institutions have $13B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 271 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 33

93% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $6.39M

25% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 271

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.5B)

9% more funds holding in top 10

Funds holding in top 10: 127138 (+11)

5% more funds holding

Funds holding: 759799 (+40)

0.03% less ownership

Funds ownership: 73.67%73.64% (-0.03%)

Holders
799
Holders Change
+40
Holders Change %
+5.27%
% of All Funds
12.55%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.17%
New
83
Increased
340
Reduced
271
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
ODIJL
251
One Day In July LLC
Vermont
$4.9M -$420K -7,332 -8%
HIF
252
Hill Island Financial
Michigan
$4.81M +$344 +6 +0%
RF
253
Rollins Financial
Georgia
$4.78M -$1.04M -18,227 -19%
DWM
254
Darwin Wealth Management
Florida
$4.71M -$817K -14,268 -15%
WFPG
255
Waller Financial Planning Group
Ohio
$4.65M -$399K -6,958 -8%
FF
256
Financial Futures
New Jersey
$4.6M +$349K +6,092 +9%
KFI
257
Key Financial Inc
Pennsylvania
$4.59M +$6.64K +116 +0.2%
CAPTRUST Financial Advisors
258
CAPTRUST Financial Advisors
North Carolina
$4.53M -$15K -261 -0.4%
DWM
259
Denver Wealth Management
Colorado
$4.53M -$124K -2,169 -3%
PWG
260
Portside Wealth Group
Utah
$4.48M +$4.2M +73,404 New
BCG
261
Breakwater Capital Group
New Jersey
$4.47M -$590K -10,293 -12%
BWM
262
BCS Wealth Management
Tennessee
$4.47M +$100K +1,747 +2%
Mercer Global Advisors
263
Mercer Global Advisors
Colorado
$4.45M +$311K +5,431 +8%
CFG
264
Cooper Financial Group
California
$4.4M -$145K -2,534 -3%
MSAM
265
Moloney Securities Asset Management
Missouri
$4.29M -$111K -1,930 -3%
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$4.19M -$290K -5,057 -7%
JFG
267
JDM Financial Group
Texas
$4.17M +$10.1K +177 +0.3%
AI
268
Auour Investments
Massachusetts
$4.13M +$3.88M +67,714 New
SWM
269
Spire Wealth Management
Virginia
$4.13M -$302K -5,265 -7%
FAAM
270
First Ascent Asset Management
Colorado
$4.12M +$598K +10,438 +18%
KCM
271
KM Capital Management
Texas
$4.11M +$3.86M +67,323 New
MWA
272
Motive Wealth Advisors
Michigan
$4.05M -$26.6K -464 -0.7%
LA
273
Lane & Associates
New Jersey
$4.01M -$77K -1,344 -2%
CA
274
Cetera Advisors
Colorado
$4M -$464K -8,092 -11%
AO
275
Advisor OS
Illinois
$3.99M -$372K -6,491 -9%

SPYG Hedge Fund Activity: Q2 2023 in Review

799 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2023, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SPYG positions and 33 closed out — a net gain of 50 holders — while 340 added to existing stakes and 271 trimmed.

The largest buyer was Allworth Financial, adding an estimated $403M. The largest seller was First Command Advisory Services, cutting an estimated $1.01B.

  • 799 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $13B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 83 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2023 and 33 closed out, a net change of +50 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2023 was Allworth Financial, an estimated $403M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2023 was First Command Advisory Services, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2023.