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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
Koshinski Asset Management
301
Koshinski Asset Management
Illinois
$3.41M -$114K -1,998 -3%
RIS
302
Retirement Income Solutions
Michigan
$3.41M +$135K +2,359 +4%
AMG
303
Asset Management Group
Connecticut
$3.37M +$7.96K +139 +0.3%
Citadel Advisors
304
Citadel Advisors
Florida
$3.32M +$90K +1,571 +3%
AWM
305
Avior Wealth Management
Nebraska
$3.29M -$120K -2,097 -4%
PTC
306
Private Trust Company
Ohio
$3.26M -$135K -2,365 -4%
E
307
Ergoteles
New York
$3.25M +$3.06M +53,339 New
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$3.2M +$1.04M +18,218 +53%
CWA
309
Centennial Wealth Advisory
Michigan
$3.19M -$142K -2,485 -5%
TFGT
310
TS Financial Group (TSFG)
Illinois
$3.17M +$2.92K +51 +0.1%
MA
311
Mutual Advisors
Nebraska
$3.11M +$1.04M +18,191 +56%
CF
312
Centaurus Financial
California
$3.09M -$777K -13,568 -21%
FFA
313
Fragasso Financial Advisors
Pennsylvania
$3.02M -$48.7K -850 -2%
FC
314
Financial Council
Maryland
$3.01M +$384K +6,700 +16%
GSIS
315
Global Strategic Investment Solutions
Arizona
$2.96M +$3.72K +65 +0.1%
TW
316
Towerpoint Wealth
California
$2.96M -$366K -6,390 -12%
SWMG
317
Sanchez Wealth Management Group
Florida
$2.95M +$212K +3,702 +8%
WP
318
WealthPLAN Partners
Nebraska
$2.87M -$596K -10,407 -18%
DWM
319
Drive Wealth Management
Utah
$2.86M -$2.97M -51,825 -53%
SWA
320
Stratos Wealth Advisors
Ohio
$2.86M +$283K +4,947 +12%
KPWS
321
Kestra Private Wealth Services
Texas
$2.85M +$2.39M +41,741 +834%
SF
322
Summit Financial
New Jersey
$2.78M +$383K +6,680 +17%
WA
323
Wambolt & Associates
Colorado
$2.73M -$514K -8,976 -17%
QCG
324
Quadrant Capital Group
Ohio
$2.72M
V
325
Veritable
Delaware
$2.63M -$31.8K -555 -1%

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.