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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
NEWAS
326
N.E.W. Advisory Services
Wisconsin
$1.86M -$347K -6,554 -16%
LTL
327
Lowery Thomas LLC
California
$1.85M -$2.31M -43,634 -57%
VW
328
Vance Wealth
California
$1.85M -$28.5K -539 -2%
BBWP
329
Beacon Bridge Wealth Partners
Pennsylvania
$1.84M -$1.12M -21,103 -39%
MWM
330
Marietta Wealth Management
Georgia
$1.84M
YIH
331
Y-Intercept (HK)
Hong Kong
$1.83M +$1.75M +32,984 New
CFGS
332
Concourse Financial Group Securities
Alabama
$1.82M -$48K -907 -3%
LIA
333
LBMC Investment Advisors
Tennessee
$1.82M -$11K -207 -0.6%
MA
334
Mutual Advisors
Nebraska
$1.81M -$44.3K -836 -2%
PA
335
PSI Advisors
Florida
$1.8M +$954K +18,017 +125%
WEG
336
World Equity Group
Illinois
$1.79M +$6.67M +126,039 +1,547%
SPIA
337
Steward Partners Investment Advisory
New York
$1.77M -$385K -7,264 -19%
AIP
338
Ameritas Investment Partners
Nebraska
$1.75M -$88.5K -1,672 -5%
RCAG
339
Rehmann Capital Advisory Group
Michigan
$1.74M -$94.5K -1,784 -5%
SL
340
Salomon & Ludwin
Virginia
$1.74M +$23.6K +445 +1%
Lido Advisors
341
Lido Advisors
California
$1.73M -$250K -4,716 -13%
BHBT
342
Burke & Herbert Bank & Trust
Virginia
$1.72M +$118K +2,222 +8%
GAG
343
GM Advisory Group
New York
$1.7M +$786K +14,852 +94%
WIM
344
WealthPlan Investment Management
Nebraska
$1.7M -$3.22M -60,735 -66%
BW
345
BIP Wealth
Georgia
$1.7M +$1.62M +30,619 New
T
346
TRUADVICE
Florida
$1.68M +$1.28M +24,255 +423%
ACM
347
Advisors Capital Management
New Jersey
$1.66M -$5.64M -106,485 -78%
William Blair & Company
348
William Blair & Company
Illinois
$1.65M -$53.1K -1,002 -3%
Renaissance Technologies
349
Renaissance Technologies
New York
$1.64M +$1.57M +29,600 New
MSS
350
Mitchell Sinkler & Starr
Pennsylvania
$1.63M -$224K -4,237 -13%

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.