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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
AT
326
American Trust
Kentucky
$3.04M -$466K -7,611 -13%
TFGT
327
TS Financial Group (TSFG)
Illinois
$3.02M -$61.4K -1,002 -2%
AWM
328
Avior Wealth Management
Nebraska
$2.97M -$242K -3,943 -7%
LIA
329
Luken Investment Analytics
Tennessee
$2.9M -$589K -9,611 -16%
GSIS
330
Global Strategic Investment Solutions
Arizona
$2.89M +$8.64K +141 +0.3%
Koshinski Asset Management
331
Koshinski Asset Management
Illinois
$2.86M -$469K -7,663 -14%
SWA
332
Stratos Wealth Advisors
Ohio
$2.81M +$31.9K +520 +1%
TW
333
Towerpoint Wealth
California
$2.78M -$101K -1,654 -3%
QCG
334
Quadrant Capital Group
Ohio
$2.64M
AIM
335
Aspen Investment Management
Michigan
$2.63M +$921K +15,040 +51%
Northern Trust
336
Northern Trust
Illinois
$2.56M +$2.15M +35,021 +426%
FIA
337
Foundations Investment Advisors
Arizona
$2.56M -$6.16M -100,619 -70%
FFA
338
Fragasso Financial Advisors
Pennsylvania
$2.56M -$394K -6,428 -13%
SPIA
339
Steward Partners Investment Advisory
New York
$2.43M +$645K +10,534 +35%
WWM
340
WJ Wealth Management
Arizona
$2.4M +$673K +10,991 +37%
AI
341
Atria Investments
North Carolina
$2.38M +$521K +8,505 +27%
ASN
342
Advisory Services Network
Georgia
$2.34M +$2.13M +34,749 +731%
ISB
343
Iowa State Bank
Iowa
$2.32M +$91.5K +1,494 +4%
WP
344
WealthShield Partners
North Carolina
$2.29M -$266K -4,348 -10%
ETIA
345
Epic Trust Investment Advisors
Washington
$2.29M +$51.9K +848 +2%
WA
346
Wambolt & Associates
Colorado
$2.25M -$433K -7,071 -16%
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$2.24M +$60.2K +982 +3%
PIFP
348
Partners in Financial Planning
Virginia
$2.22M -$60.3K -985 -3%
YIA
349
YHB Investment Advisors
Connecticut
$2.2M +$69K +1,126 +3%
DWM
350
Drive Wealth Management
Utah
$2.2M -$600K -9,794 -21%

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.