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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
LFG
351
Larson Financial Group
Missouri
$1.62M +$228K +4,304 +17%
US Bancorp
352
US Bancorp
Minnesota
$1.61M +$5.45K +103 +0.4%
MP
353
McDonald Partners
Ohio
$1.6M -$23.6K -445 -2%
MG
354
Mather Group
Illinois
$1.57M +$12.5K +236 +0.8%
CIAS
355
Capital Investment Advisory Services
North Carolina
$1.57M +$23.6K +446 +2%
SW
356
SkyOak Wealth
Michigan
$1.56M +$151K +2,860 +11%
SFG
357
Sovereign Financial Group
Connecticut
$1.56M -$21.8K -411 -1%
ICP
358
Interchange Capital Partners
Pennsylvania
$1.55M -$30.3K -573 -2%
AC
359
AIFG Consultants
New York
$1.53M -$7.08M -133,744 -83%
BA
360
Bristlecone Advisors
Washington
$1.53M +$236K +4,452 +19%
MWC
361
MBM Wealth Consultants
Missouri
$1.53M
GWP
362
Gateway Wealth Partners
Wisconsin
$1.53M +$329K +6,207 +29%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$1.5M -$180K -3,407 -9%
OPS
364
Orion Portfolio Solutions
Nebraska
$1.5M +$555K +10,480 +63%
BCI
365
Brinker Capital Investments
Pennsylvania
$1.5M +$620K +11,706 +76%
CBC
366
Coombe, Bender & Co
New York
$1.49M +$23.9K +452 +2%
JWCA
367
J.W. Cole Advisors
Florida
$1.49M +$236K +4,452 +20%
SFC
368
Strategic Financial Concepts
Texas
$1.47M +$1.41M +26,606 New
OWA
369
Opal Wealth Advisors
New York
$1.47M +$73.7K +1,391 +6%
OBWG
370
Onyx Bridge Wealth Group
New York
$1.46M +$15.2K +287 +1%
FTUS
371
Flow Traders U.S.
New York
$1.46M +$1.39M +26,300 New
RMAM
372
Raab & Moskowitz Asset Management
New Jersey
$1.44M -$5.29K -100 -0.4%
Marshall Wace
373
Marshall Wace
United Kingdom
$1.4M +$1.33M +25,208 New
FIM
374
Fernwood Investment Management
Massachusetts
$1.38M -$13.4K -254 -1%
JWS
375
Juncture Wealth Strategies
Arizona
$1.36M -$235K -4,433 -15%

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.