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State Street SPDR Portfolio S&P 500 Growth ETF

759 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $10.2M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

27% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 259

0.41% more ownership

Funds ownership: 73.26%73.67% (+0.41%)

0% more funds holding

Funds holding: 756759 (+3)

2% less funds holding in top 10

Funds holding in top 10: 130127 (-3)

11% less capital invested

Capital invested by funds: $12.9B → $11.5B (-$1.4B)

Holders
759
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
12.1%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.02%
New
72
Increased
328
Reduced
259
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
426
PNC Financial Services Group
Pennsylvania
$925K
TPWM
427
Twelve Points Wealth Management
Massachusetts
$919K +$651K +12,300 +286%
ACP
428
Aveo Capital Partners
Colorado
$917K +$1.01K +19 +0.1%
WP
429
WMS Partners
Maryland
$915K +$875K +16,521 New
MMA
430
Miracle Mile Advisors
California
$915K +$1.01K +19 +0.1%
MWM
431
Modera Wealth Management
New Jersey
$900K +$14K +265 +2%
PP
432
Prosperity Planning
Missouri
$885K +$233K +4,404 +38%
CT
433
Caldwell Trust
Florida
$866K -$40.5K -765 -5%
DA
434
Doliver Advisors
Texas
$853K -$4.55K -86 -0.6%
Fifth Third Bancorp
435
Fifth Third Bancorp
Ohio
$851K -$20.2K -381 -2%
BEI
436
Benjamin Edwards Inc
Missouri
$841K -$87.2K -1,647 -10%
AWS
437
Arkfeld Wealth Strategies
Nebraska
$837K -$9.8K -185 -1%
ML
438
McAdam LLC
Pennsylvania
$827K +$591K +11,153 +295%
CA
439
Centerpoint Advisors
Massachusetts
$805K
MGIA
440
Moneta Group Investment Advisors
Missouri
$803K +$57.1K +1,079 +8%
LMKC
441
L.M. Kohn & Company
Ohio
$800K +$178K +3,354 +30%
PT
442
Plimoth Trust
Massachusetts
$798K -$1.06K -20 -0.1%
SIAS
443
Summit Investment Advisory Services
Minnesota
$789K +$188K +3,541 +33%
ACM
444
Advance Capital Management
Michigan
$782K -$20.8K -392 -3%
AWAU
445
Alliance Wealth Advisors (Utah)
Utah
$782K +$9.43K +178 +1%
JWBC
446
John W. Brooker & Co
California
$763K -$110K -2,073 -13%
FWM
447
Fingerlakes Wealth Management
New York
$758K -$16.4K -310 -2%
ISWM
448
Independent Solutions Wealth Management
New York
$756K -$54.8K -1,034 -7%
Betterment LLC
449
Betterment LLC
New York
$745K +$19.1K +361 +3%
MWM
450
MY Wealth Management
Maryland
$739K

SPYG Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2023, worth a combined $11.5B — down 11% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPYG positions and 49 closed out — a net gain of 23 holders — while 328 added to existing stakes and 259 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $385M. The largest seller was Bank of America, cutting an estimated $73.3M.

  • 759 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2023, up from 756 in Q4 2022.
  • Funds reported $11.5B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2023 and 49 closed out, a net change of +23 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2023 was First Command Advisory Services, an estimated $385M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $73.3M sold.

Based on aggregated 13F filings for Q1 2023.