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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
TFS
451
Thoroughbred Financial Services
Tennessee
$732K
SA
452
Sunesis Advisors
Kansas
$724K -$7.77M -146,757 -92%
VCM
453
Vigilant Capital Management
Maine
$720K -$413K -7,808 -38%
GW
454
GW & Wade
Massachusetts
$716K +$135K +2,547 +25%
PFA
455
Pinnacle Family Advisors
Missouri
$716K +$100K +1,896 +17%
PCA
456
Prosperity Capital Advisors
Ohio
$716K -$105K -1,990 -13%
LF
457
Lantz Financial
Illinois
$708K -$95K -1,794 -12%
FMN
458
Financial Management Network
California
$707K -$30.8K -582 -4%
OGF
459
Orin Green Financial
California
$704K
Qube Research & Technologies (QRT)
460
Qube Research & Technologies (QRT)
United Kingdom
$703K +$521K +9,832 +343%
BRWA
461
B. Riley Wealth Advisors
Florida
$702K +$183K +3,456 +37%
6F
462
626 Financial
Michigan
$689K -$75K -1,417 -10%
WPW
463
Waldron Private Wealth
Pennsylvania
$688K -$1.16M -21,959 -64%
CAC
464
Certified Advisory Corp
Florida
$682K +$92.8K +1,752 +17%
CPIG
465
Chicago Partners Investment Group
Illinois
$676K -$11.9K -224 -2%
IP
466
Ignite Planners
California
$664K +$18.6K +351 +3%
FA
467
FC Advisory
Pennsylvania
$654K +$21.8K +412 +4%
RSA
468
River Street Advisors
Illinois
$645K -$25.6K -483 -4%
PMFA
469
Plante Moran Financial Advisors
Michigan
$643K
GEA
470
Glen Eagle Advisors
New Jersey
$636K -$105K -1,984 -15%
ICG
471
InterOcean Capital Group
Tennessee
$621K
FWP
472
FAS Wealth Partners
Kansas
$605K -$21.9K -414 -4%
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$597K +$1.91K +36 +0.3%
3F
474
360 Financial
Minnesota
$596K +$73.4K +1,386 +14%
CW
475
CreativeOne Wealth
Kansas
$596K -$14.2K -268 -2%

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.