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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
DA
401
Doliver Advisors
Texas
$1.42M +$452K +7,891 +51%
CG
402
Colony Group
Massachusetts
$1.41M +$11.6K +202 +0.9%
PRWA
403
Platte River Wealth Advisors
Colorado
$1.41M
M1FG
404
Mach-1 Financial Group
Arkansas
$1.4M +$817K +14,264 +165%
MWM
405
Mission Wealth Management
California
$1.4M +$5.1K +89 +0.4%
TFG
406
Tilson Financial Group
New Jersey
$1.39M -$42.3K -739 -3%
RIM
407
Redwood Investment Management
Arizona
$1.38M +$1.3M +22,621 New
WAM
408
WNY Asset Management
New York
$1.37M +$209K +3,651 +19%
LJAC
409
L.J. Altfest & Co
New York
$1.36M +$138K +2,401 +12%
VVP
410
Venture Visionary Partners
Ohio
$1.35M +$47K +821 +4%
PPP
411
Private Portfolio Partners
New Jersey
$1.35M +$23.7K +413 +2%
AC
412
AIFG Consultants
New York
$1.33M -$335K -5,840 -21%
ECG
413
Edge Capital Group
Georgia
$1.32M
RW
414
Rede Wealth
Virginia
$1.31M +$81.4K +1,421 +7%
LNC
415
Lincoln National Corp
Pennsylvania
$1.31M -$68.6K -1,198 -5%
KMWM
416
Keudell/Morrison Wealth Management
Oregon
$1.29M -$63K -1,100 -5%
SB
417
Strategic Blueprint
Georgia
$1.27M -$68.7K -1,200 -5%
RIA
418
Regal Investment Advisors
Michigan
$1.27M +$235K +4,100 +24%
CFP
419
Curran Financial Partners
South Carolina
$1.25M -$7.56K -132 -0.6%
PIA
420
Pinion Investment Advisors
Kansas
$1.25M -$39.5K -689 -3%
WIM
421
WealthPlan Investment Management
Nebraska
$1.24M -$589K -10,284 -34%
LMKC
422
L.M. Kohn & Company
Ohio
$1.24M +$339K +5,926 +41%
MG
423
Mather Group
Illinois
$1.23M -$470K -8,202 -29%
STA
424
Summit Trail Advisors
New York
$1.23M +$1.15M +20,080 New
SFPG
425
Stonebridge Financial Planning Group
Florida
$1.22M -$9.85K -172 -0.8%

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.