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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
WAG
351
Winthrop Advisory Group
Massachusetts
$1.97M -$111K -1,944 -6%
BA
352
Bristlecone Advisors
Washington
$1.96M +$257K +4,487 +16%
WAOI
353
Wealth Advisors of Iowa
Iowa
$1.96M -$84.5K -1,475 -4%
CFGS
354
Concourse Financial Group Securities
Alabama
$1.96M -$48.6K -849 -3%
Renaissance Technologies
355
Renaissance Technologies
New York
$1.94M +$126K +2,200 +7%
AI
356
Atria Investments
North Carolina
$1.93M -$343K -5,996 -16%
Lido Advisors
357
Lido Advisors
California
$1.92M +$14.3K +249 +0.8%
SL
358
Salomon & Ludwin
Virginia
$1.91M -$802 -14 -0%
JWCA
359
J.W. Cole Advisors
Florida
$1.91M +$249K +4,347 +16%
BC
360
Burney Company
Virginia
$1.89M -$173K -3,022 -9%
SIA
361
Soltis Investment Advisors
Utah
$1.89M -$211K -3,684 -11%
GAG
362
GM Advisory Group
New York
$1.88M +$3.27K +57 +0.2%
GWP
363
Gateway Wealth Partners
Wisconsin
$1.86M +$170K +2,962 +11%
SPIA
364
Steward Partners Investment Advisory
New York
$1.86M -$82.5K -1,440 -5%
ACM
365
Advisors Capital Management
New Jersey
$1.82M -$13.2K -231 -0.8%
SFS
366
Sowell Financial Services
Arkansas
$1.81M +$454K +7,923 +36%
WWM
367
WJ Wealth Management
Arizona
$1.8M +$1.69M +29,481 New
MSS
368
Mitchell Sinkler & Starr
Pennsylvania
$1.79M +$1.15K +20 +0.1%
AIM
369
Aspen Investment Management
Michigan
$1.78M +$1.68M +29,253 New
RCAG
370
Rehmann Capital Advisory Group
Michigan
$1.78M -$77.7K -1,357 -4%
William Blair & Company
371
William Blair & Company
Illinois
$1.78M -$35.8K -625 -2%
OIA
372
OneDigital Investment Advisors
Kansas
$1.77M -$392K -6,843 -19%
US Bancorp
373
US Bancorp
Minnesota
$1.77M -$8.48K -148 -0.5%
MWC
374
MBM Wealth Consultants
Missouri
$1.76M +$504K +8,798 +44%
BW
375
BIP Wealth
Georgia
$1.73M -$132K -2,310 -8%

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.