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State Street SPDR Portfolio S&P 500 Growth ETF

759 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $10.2M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

27% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 259

0.41% more ownership

Funds ownership: 73.26%73.67% (+0.41%)

0% more funds holding

Funds holding: 756759 (+3)

2% less funds holding in top 10

Funds holding in top 10: 130127 (-3)

11% less capital invested

Capital invested by funds: $12.9B → $11.5B (-$1.4B)

Holders
759
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
12.1%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.02%
New
72
Increased
328
Reduced
259
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
276
Private Trust Company
Ohio
$3.09M -$348K -6,578 -11%
AMG
277
Asset Management Group
Connecticut
$3.05M +$38.3K +723 +1%
TW
278
Towerpoint Wealth
California
$3.04M -$69.6K -1,314 -2%
CWA
279
Centennial Wealth Advisory
Michigan
$3.03M +$134K +2,524 +5%
AFP
280
Ausdal Financial Partners
Iowa
$3.01M -$254K -4,801 -8%
WA
281
Wambolt & Associates
Colorado
$3M +$1.06M +19,975 +59%
GSEP
282
Golden State Equity Partners
California
$2.98M +$2.85M +53,768 New
RIS
283
Retirement Income Solutions
Michigan
$2.96M -$332K -6,275 -11%
NFC
284
Northeast Financial Consultants
Connecticut
$2.95M +$360K +6,801 +15%
Citadel Advisors
285
Citadel Advisors
Florida
$2.92M +$1.35M +25,571 +94%
TFGT
286
TS Financial Group (TSFG)
Illinois
$2.88M -$137K -2,593 -5%
GFG
287
Goldstone Financial Group
Illinois
$2.87M +$2.75M +51,925 New
1IA
288
1834 Investment Advisors
Wisconsin
$2.83M +$380K +7,168 +16%
FFA
289
Fragasso Financial Advisors
Pennsylvania
$2.79M -$418K -7,893 -14%
CWM
290
Cordatus Wealth Management
Pennsylvania
$2.74M +$2.63M +49,573 New
CPC
291
Consolidated Planning Corp
Georgia
$2.72M +$1.58M +29,796 +155%
TFA
292
Tranquilli Financial Advisor
New Jersey
$2.7M +$291K +5,491 +13%
GSIS
293
Global Strategic Investment Solutions
Arizona
$2.68M +$3.65K +69 +0.1%
BSG
294
Black Swift Group
Colorado
$2.68M +$3.58M +67,658 New
SS
295
Simplicity Solutions
Minnesota
$2.54M +$791K +14,936 +48%
CA
296
Continuum Advisory
Idaho
$2.49M +$318 +6 +0%
SWMG
297
Sanchez Wealth Management Group
Florida
$2.47M +$65.5K +1,236 +3%
QCG
298
Quadrant Capital Group
Ohio
$2.47M
FFG
299
Fullen Financial Group
Ohio
$2.44M +$7.41K +140 +0.3%
V
300
Veritable
Delaware
$2.42M -$685K -12,927 -23%

SPYG Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2023, worth a combined $11.5B — down 11% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPYG positions and 49 closed out — a net gain of 23 holders — while 328 added to existing stakes and 259 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $385M. The largest seller was Bank of America, cutting an estimated $73.3M.

  • 759 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2023, up from 756 in Q4 2022.
  • Funds reported $11.5B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2023 and 49 closed out, a net change of +23 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2023 was First Command Advisory Services, an estimated $385M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $73.3M sold.

Based on aggregated 13F filings for Q1 2023.