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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
WP
326
WealthShield Partners
North Carolina
$2.62M -$5.04K -88 -0.2%
BCI
327
Brinker Capital Investments
Pennsylvania
$2.38M +$684K +11,932 +44%
OPS
328
Orion Portfolio Solutions
Nebraska
$2.38M +$684K +11,932 +44%
PIFP
329
Partners in Financial Planning
Virginia
$2.35M -$189K -3,297 -8%
BMD
330
Better Money Decisions
New Mexico
$2.31M -$25.8K -450 -1%
ETIA
331
Epic Trust Investment Advisors
Washington
$2.31M +$4.41K +77 +0.2%
ISB
332
Iowa State Bank
Iowa
$2.29M +$16.2K +282 +0.8%
CIBC Private Wealth Group
333
CIBC Private Wealth Group
Georgia
$2.24M +$238K +4,160 +13%
WAP
334
Wealthcare Advisory Partners
Pennsylvania
$2.22M +$68.3K +1,192 +3%
YIA
335
YHB Investment Advisors
Connecticut
$2.2M -$88.4K -1,543 -4%
Marshall Wace
336
Marshall Wace
United Kingdom
$2.19M +$609K +10,634 +42%
TWM
337
Triton Wealth Management
Arizona
$2.14M -$10K -175 -0.5%
PA
338
PSI Advisors
Florida
$2.12M +$133K +2,323 +7%
SW
339
SkyOak Wealth
Michigan
$2.11M +$365K +6,372 +23%
IMC Chicago
340
IMC Chicago
Illinois
$2.1M +$672K +11,730 +52%
NEWAS
341
N.E.W. Advisory Services
Wisconsin
$2.1M +$48.7K +850 +3%
VW
342
Vance Wealth
California
$2.08M +$42.7K +745 +2%
BHBT
343
Burke & Herbert Bank & Trust
Virginia
$2.06M +$159K +2,770 +9%
SS
344
Simplicity Solutions
Minnesota
$2.04M -$710K -12,393 -27%
GIA
345
Gladstone Institutional Advisory
Florida
$2.04M +$640K +11,173 +50%
SF
346
Safeguard Financial
Wisconsin
$2.04M -$89.7K -1,565 -4%
LTL
347
Lowery Thomas LLC
California
$2.03M -$1.95K -34 -0.1%
PGF
348
Plan Group Financial
Oklahoma
$2.03M +$2.19M +38,257 New
MWM
349
Marietta Wealth Management
Georgia
$2.02M
LIA
350
LBMC Investment Advisors
Tennessee
$2.01M +$3.44K +60 +0.2%

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.