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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
TW
276
Transform Wealth
Colorado
$4.49M -$303K -4,943 -6%
SWM
277
Spire Wealth Management
Virginia
$4.45M +$459K +7,488 +11%
CAPTRUST Financial Advisors
278
CAPTRUST Financial Advisors
North Carolina
$4.44M +$31.8K +519 +0.7%
BCG
279
Breakwater Capital Group
New Jersey
$4.43M +$147K +2,398 +3%
SFS
280
Sowell Financial Services
Arkansas
$4.41M +$2.73M +44,623 +150%
T
281
TRUADVICE
Florida
$4.4M -$2.13M -34,832 -33%
DWM
282
Denver Wealth Management
Colorado
$4.36M -$45.5K -743 -1%
RF
283
Rollins Financial
Georgia
$4.33M -$324K -5,291 -7%
WFPG
284
Waller Financial Planning Group
Ohio
$4.32M -$205K -3,354 -4%
TFA
285
Tranquilli Financial Advisor
New Jersey
$4.25M +$759K +12,385 +21%
AI
286
Auour Investments
Massachusetts
$4.24M +$127K +2,075 +3%
NFC
287
Northeast Financial Consultants
Connecticut
$4.18M +$355K +5,788 +9%
TI
288
Tidal Investments
Wisconsin
$4.15M +$3.33M +54,356 +348%
FAAM
289
First Ascent Asset Management
Colorado
$4.14M +$141K +2,296 +3%
Comerica Bank
290
Comerica Bank
Texas
$4.13M +$4.27M +69,736 New
GFG
291
Goldstone Financial Group
Illinois
$4.13M +$286K +4,672 +7%
CFG
292
Cooper Financial Group
California
$4.11M -$178K -2,909 -4%
JFG
293
JDM Financial Group
Texas
$4.05M -$1.53K -25 -0%
1IA
294
1834 Investment Advisors
Wisconsin
$4.04M +$403K +6,576 +11%
AC
295
Avestar Capital
New York
$4.03M +$3.02M +49,223 +262%
MSAM
296
Moloney Securities Asset Management
Missouri
$4.02M -$157K -2,557 -4%
LA
297
LexAurum Advisors
Kansas
$3.92M +$49.2K +803 +1%
WP
298
WealthPLAN Partners
Nebraska
$3.9M +$1.15M +18,780 +40%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$3.85M +$761K +12,420 +24%
AO
300
Advisor OS
Illinois
$3.83M -$49.7K -811 -1%

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.