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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
LAS
426
LWM Advisory Services
Florida
$1.18M +$40.7K +711 +4%
AIC
427
Ayalon Insurance Company
Israel
$1.18M -$97K -1,694 -8%
HAS
428
HBW Advisory Services
California
$1.17M +$64.1K +1,119 +6%
IF
429
Intrua Financial
Texas
$1.17M +$50.6K +883 +5%
AC
430
Avestar Capital
New York
$1.14M +$1.07M +18,765 New
TBWA
431
Three Bridge Wealth Advisors
California
$1.11M
AWM
432
Aprio Wealth Management
Georgia
$1.1M +$1.03M +18,063 New
MF
433
Meridian Financial
Massachusetts
$1.08M -$11.3K -197 -1%
WWM
434
Windsor Wealth Management
Indiana
$1.08M -$12.6K -220 -1%
CM
435
Churchill Management
California
$1.08M -$32.5K -568 -3%
BB
436
Berkshire Bank
Massachusetts
$1.07M -$125K -2,179 -11%
SSW
437
Stone Summit Wealth
Florida
$1.06M -$219K -3,826 -18%
ADIM
438
Alpha DNA Investment Management
Maryland
$1.05M -$365K -6,375 -27%
WPC
439
White Pine Capital
Minnesota
$1.04M +$14.3K +249 +1%
ACP
440
Aveo Capital Partners
Colorado
$1.03M +$17.2K +301 +2%
AWM
441
Angeles Wealth Management
California
$1.03M
ACM
442
Advance Capital Management
Michigan
$1.01M +$136K +2,381 +17%
PNC Financial Services Group
443
PNC Financial Services Group
Pennsylvania
$993K -$25.3K -441 -3%
MMA
444
Miracle Mile Advisors
California
$985K -$21.2K -370 -2%
WP
445
WMS Partners
Maryland
$968K -$37.1K -648 -4%
RFN
446
Redwood Financial Network
Ohio
$965K -$73.7K -1,287 -8%
SOS
447
Silver Oak Securities
Tennessee
$958K +$899K +15,701 New
CT
448
Caldwell Trust
Florida
$955K
TI
449
Tidal Investments
Wisconsin
$952K +$894K +15,607 New
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$946K +$7.16K +125 +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.