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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
OBWG
401
Onyx Bridge Wealth Group
New York
$1.58M +$7.11K +116 +0.4%
FIM
402
Fernwood Investment Management
Massachusetts
$1.56M +$76.1K +1,242 +5%
ICP
403
Interchange Capital Partners
Pennsylvania
$1.54M -$50.7K -827 -3%
RW
404
Rede Wealth
Virginia
$1.54M +$270K +4,408 +20%
RMAM
405
Raab & Moskowitz Asset Management
New Jersey
$1.51M -$27.4K -447 -2%
NF
406
Nvest Financial
New Hampshire
$1.51M -$32K -523 -2%
CIA
407
Choate Investment Advisors
Massachusetts
$1.51M +$1.56M +25,442 New
MA
408
MONECO Advisors
Connecticut
$1.5M -$48.7K -795 -3%
RIA
409
Regal Investment Advisors
Michigan
$1.5M +$275K +4,485 +22%
CBC
410
Coombe, Bender & Co
New York
$1.46M -$13.2K -216 -0.9%
M1FG
411
Mach-1 Financial Group
Arkansas
$1.43M +$75.9K +1,239 +5%
CG
412
Colony Group
Massachusetts
$1.43M +$57.9K +945 +4%
PA
413
Pinnacle Associates
New York
$1.41M
FA
414
FDx Advisors
Illinois
$1.38M -$166K -2,717 -10%
MWM
415
Mission Wealth Management
California
$1.38M +$20.9K +342 +1%
PRWA
416
Platte River Wealth Advisors
Colorado
$1.37M
LJAC
417
L.J. Altfest & Co
New York
$1.36M +$32.3K +528 +2%
LNC
418
Lincoln National Corp
Pennsylvania
$1.33M +$61.1K +998 +5%
PPP
419
Private Portfolio Partners
New Jersey
$1.32M +$3.86K +63 +0.3%
WAM
420
WNY Asset Management
New York
$1.31M -$22.4K -365 -2%
Invesco
421
Invesco
Georgia
$1.3M -$116K -1,899 -8%
ECG
422
Edge Capital Group
Georgia
$1.28M
TFG
423
Tilson Financial Group
New Jersey
$1.28M -$75.9K -1,239 -5%
GWP
424
Gateway Wealth Partners
Wisconsin
$1.27M -$561K -9,161 -30%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$1.26M -$8.14M -132,959 -86%

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.