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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
SIA
376
Soltis Investment Advisors
Utah
$1.82M -$13K -213 -0.7%
VVP
377
Venture Visionary Partners
Ohio
$1.81M +$511K +8,339 +38%
Lido Advisors
378
Lido Advisors
California
$1.79M -$70.6K -1,152 -4%
WIM
379
WealthPlan Investment Management
Nebraska
$1.79M +$600K +9,791 +48%
WAOI
380
Wealth Advisors of Iowa
Iowa
$1.77M -$138K -2,251 -7%
SWA
381
Sightline Wealth Advisors
Connecticut
$1.77M +$1.82M +29,774 New
Citadel Advisors
382
Citadel Advisors
Florida
$1.75M -$1.52M -24,831 -46%
WWA
383
WCG Wealth Advisors
Nevada
$1.74M +$1.8M +29,413 New
VFA
384
Valeo Financial Advisors
Indiana
$1.73M +$1.78M +29,130 New
ELI
385
Empire Life Investments
Ontario, Canada
$1.71M +$319K +5,200 +22%
OWA
386
Opal Wealth Advisors
New York
$1.69M +$54.9K +896 +3%
GEA
387
Glen Eagle Advisors
New Jersey
$1.69M +$876K +14,300 +101%
OIA
388
OneDigital Investment Advisors
Kansas
$1.69M -$38K -620 -2%
AIP
389
Ameritas Investment Partners
Nebraska
$1.67M +$102K +1,663 +6%
William Blair & Company
390
William Blair & Company
Illinois
$1.67M -$61.3K -1,000 -3%
ACM
391
Advance Capital Management
Michigan
$1.66M +$706K +11,526 +70%
FTUS
392
Flow Traders U.S.
New York
$1.64M +$1.25M +20,417 +279%
PAS
393
Park Avenue Securities
New York
$1.64M +$1.7M +27,718 New
CIAS
394
Capital Investment Advisory Services
North Carolina
$1.64M +$46.3K +756 +3%
SF
395
Safeguard Financial
Wisconsin
$1.63M -$358K -5,837 -17%
RCAG
396
Rehmann Capital Advisory Group
Michigan
$1.62M -$144K -2,350 -8%
MP
397
McDonald Partners
Ohio
$1.61M -$64.3K -1,050 -4%
IP
398
Ignite Planners
California
$1.61M +$912K +14,884 +122%
IMC Chicago
399
IMC Chicago
Illinois
$1.61M -$448K -7,318 -21%
BW
400
BIP Wealth
Georgia
$1.6M -$78.7K -1,285 -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.