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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
BA
351
Bristlecone Advisors
Washington
$2.18M +$281K +4,580 +14%
WAP
352
Wealthcare Advisory Partners
Pennsylvania
$2.18M +$13.8K +225 +0.6%
BBWP
353
Beacon Bridge Wealth Partners
Pennsylvania
$2.17M -$1.44M -23,583 -39%
CFS
354
Commonwealth Financial Services
West Virginia
$2.15M +$2.23M +36,335 New
CA
355
Continuum Advisory
Idaho
$2.14M +$512K +8,365 +30%
SA
356
Scarborough Advisors
Maryland
$2.13M +$2.2M +35,962 New
CF
357
Centaurus Financial
California
$2.11M -$922K -15,051 -30%
US Bancorp
358
US Bancorp
Minnesota
$2.11M +$401K +6,554 +23%
CA
359
Calton & Associates
Florida
$2.05M +$1.63M +26,688 +335%
BHBT
360
Burke & Herbert Bank & Trust
Virginia
$2.05M +$46.7K +763 +2%
TWM
361
Triton Wealth Management
Arizona
$2.05M -$32.3K -528 -2%
JWCA
362
J.W. Cole Advisors
Florida
$2.03M +$186K +3,038 +10%
SW
363
SkyOak Wealth
Michigan
$2.03M -$17.6K -288 -0.8%
BC
364
Burney Company
Virginia
$2.01M +$173K +2,826 +9%
SL
365
Salomon & Ludwin
Virginia
$2M +$147K +2,398 +8%
VW
366
Vance Wealth
California
$1.98M -$40.9K -667 -2%
CAM
367
Cobblestone Asset Management
Virginia
$1.97M +$2.03M +33,199 New
MWM
368
Marietta Wealth Management
Georgia
$1.97M
LTL
369
Lowery Thomas LLC
California
$1.95M -$29.5K -481 -1%
LIA
370
LBMC Investment Advisors
Tennessee
$1.94M +$3.43K +56 +0.2%
WAG
371
Winthrop Advisory Group
Massachusetts
$1.94M +$25.5K +417 +1%
BMD
372
Better Money Decisions
New Mexico
$1.91M -$344K -5,616 -15%
GAG
373
GM Advisory Group
New York
$1.89M +$73.2K +1,195 +4%
MWC
374
MBM Wealth Consultants
Missouri
$1.87M +$123K +2,001 +7%
ACM
375
Advisors Capital Management
New Jersey
$1.85M +$88.2K +1,440 +5%

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.