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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
LA
276
LexAurum Advisors
Kansas
$3.99M +$194K +3,378 +5%
GP
277
Girard Partners
Pennsylvania
$3.98M +$117K +2,047 +3%
GFG
278
Goldstone Financial Group
Illinois
$3.97M +$753K +13,137 +25%
NFC
279
Northeast Financial Consultants
Connecticut
$3.95M +$656K +11,444 +21%
CI
280
CX Institutional
Indiana
$3.93M -$399K -6,959 -10%
MSRI
281
Michael S. Ryan Inc
New York
$3.93M +$3.69M +64,337 New
OAM
282
Oppenheimer Asset Management
New York
$3.91M +$3.15K +55 +0.1%
AWA
283
Arete Wealth Advisors
Illinois
$3.88M -$7.16K -125 -0.2%
KFGK
284
Keystone Financial Group (Kentucky)
Kentucky
$3.85M +$3.62M +63,129 New
Qube Research & Technologies (QRT)
285
Qube Research & Technologies (QRT)
United Kingdom
$3.79M +$1.88M +32,799 +258%
1IA
286
1834 Investment Advisors
Wisconsin
$3.75M +$592K +10,335 +20%
RWPA
287
Richard W. Paul & Associates
Michigan
$3.68M -$48.1K -840 -1%
BBWP
288
Beacon Bridge Wealth Partners
Pennsylvania
$3.68M +$1.54M +26,936 +81%
CFG
289
Citizens Financial Group
Rhode Island
$3.67M +$11.6K +203 +0.3%
FCMT
290
Founders Capital Management (Texas)
Texas
$3.64M -$31.3K -546 -0.9%
IFG
291
Independent Financial Group
California
$3.62M -$431K -7,519 -11%
TFA
292
Tranquilli Financial Advisor
New Jersey
$3.62M +$597K +10,421 +21%
CAGAS
293
Capital Advisory Group Advisory Services
Minnesota
$3.61M +$33.6K +586 +1%
AT
294
American Trust
Kentucky
$3.59M +$255K +4,456 +8%
LIA
295
Luken Investment Analytics
Tennessee
$3.57M -$327K -5,711 -9%
AFP
296
Ausdal Financial Partners
Iowa
$3.57M +$229K +4,002 +7%
MWM
297
Modera Wealth Management
New Jersey
$3.5M +$2.35M +41,055 +253%
Susquehanna International Group
298
Susquehanna International Group
Pennsylvania
$3.47M +$2.96M +51,651 +998%
Cerity Partners
299
Cerity Partners
New York
$3.46M +$224K +3,910 +7%
AAS
300
Asset Allocation Strategies
Michigan
$3.44M +$3.23M +56,351 New

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.