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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
MP
376
McDonald Partners
Ohio
$1.72M -$42.8K -748 -3%
SFG
377
Sovereign Financial Group
Connecticut
$1.71M -$4.18K -73 -0.3%
CA
378
Continuum Advisory
Idaho
$1.7M -$981K -17,120 -38%
OWA
379
Opal Wealth Advisors
New York
$1.68M +$61.2K +1,068 +4%
JWS
380
Juncture Wealth Strategies
Arizona
$1.64M +$139K +2,423 +10%
CIAS
381
Capital Investment Advisory Services
North Carolina
$1.64M -$84.3K -1,471 -5%
ICP
382
Interchange Capital Partners
Pennsylvania
$1.63M -$69.5K -1,213 -4%
AIP
383
Ameritas Investment Partners
Nebraska
$1.62M -$293K -5,114 -16%
OBWG
384
Onyx Bridge Wealth Group
New York
$1.62M +$10.1K +176 +0.7%
MA
385
MONECO Advisors
Connecticut
$1.59M +$144K +2,516 +11%
CAS
386
Coppell Advisory Solutions
Texas
$1.59M +$354K +6,173 +30%
FA
387
FDx Advisors
Illinois
$1.59M +$107K +1,875 +8%
NF
388
Nvest Financial
New Hampshire
$1.59M +$162K +2,821 +12%
RMAM
389
Raab & Moskowitz Asset Management
New Jersey
$1.59M -$3.38K -59 -0.2%
SFC
390
Strategic Financial Concepts
Texas
$1.55M -$71.7K -1,251 -5%
LFG
391
Larson Financial Group
Missouri
$1.54M -$232K -4,056 -14%
FIM
392
Fernwood Investment Management
Massachusetts
$1.53M +$5.73K +100 +0.4%
CBC
393
Coombe, Bender & Co
New York
$1.52M -$122K -2,138 -8%
AAS
394
Ameritas Advisory Services
Nebraska
$1.5M -$29M -505,896 -95%
Invesco
395
Invesco
Georgia
$1.46M -$8.99K -157 -0.7%
PA
396
Pinnacle Associates
New York
$1.45M +$1.36M +23,755 New
ELI
397
Empire Life Investments
Ontario, Canada
$1.45M +$34.4K +600 +3%
VWA
398
V Wealth Advisors
Kansas
$1.43M +$18.6K +324 +1%
AWM
399
Axxcess Wealth Management
California
$1.43M
PCM
400
Presidio Capital Management
California
$1.43M

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.