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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
WP
301
WealthShield Partners
North Carolina
$2.39M +$421K +7,955 +23%
PFM
302
Parsec Financial Management
North Carolina
$2.38M -$92.7K -1,751 -4%
FC
303
Financial Council
Maryland
$2.36M +$101K +1,902 +5%
SWA
304
Stratos Wealth Advisors
Ohio
$2.32M +$686K +12,962 +45%
PIFP
305
Partners in Financial Planning
Virginia
$2.31M -$4.45K -84 -0.2%
BAM
306
Belpointe Asset Management
Nevada
$2.24M -$448K -8,466 -17%
SF
307
Summit Financial
New Jersey
$2.15M +$248K +4,678 +14%
BMD
308
Better Money Decisions
New Mexico
$2.12M -$533K -10,070 -21%
ETIA
309
Epic Trust Investment Advisors
Washington
$2.09M -$7.52K -142 -0.4%
AI
310
Atria Investments
North Carolina
$2.09M +$148K +2,794 +8%
GKWIM
311
Gerber Kawasaki Wealth & Investment Management
California
$2.08M -$495K -9,340 -20%
YIA
312
YHB Investment Advisors
Connecticut
$2.08M -$37.9K -715 -2%
AT
313
American Trust
Kentucky
$2.08M -$31.2K -589 -1%
TWM
314
Triton Wealth Management
Arizona
$2.07M -$826K -15,599 -31%
ISB
315
Iowa State Bank
Iowa
$2.06M -$129K -2,443 -6%
OIA
316
OneDigital Investment Advisors
Kansas
$1.99M +$31.1K +587 +2%
Millennium Management
317
Millennium Management
New York
$1.98M +$1.9M +35,794 New
SCI
318
Stableford Capital II
Arizona
$1.96M +$2.05M +38,680 New
WAP
319
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$221K +4,175 +13%
SF
320
Safeguard Financial
Wisconsin
$1.94M -$197K -3,728 -10%
SIA
321
Soltis Investment Advisors
Utah
$1.92M -$602K -11,364 -25%
Rockefeller Capital Management
322
Rockefeller Capital Management
New York
$1.9M -$38.7K -731 -2%
WAG
323
Winthrop Advisory Group
Massachusetts
$1.89M -$117K -2,206 -6%
BC
324
Burney Company
Virginia
$1.89M -$930K -17,571 -34%
WAOI
325
Wealth Advisors of Iowa
Iowa
$1.86M +$65.7K +1,240 +4%

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.