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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
PP
451
Prosperity Planning
Missouri
$945K -$28.8K -503 -3%
ML
452
McAdam LLC
Pennsylvania
$937K +$24.1K +420 +3%
AWS
453
Arkfeld Wealth Strategies
Nebraska
$932K +$12.5K +219 +1%
SIAS
454
Summit Investment Advisory Services
Minnesota
$926K +$53.3K +930 +7%
BRWA
455
B. Riley Wealth Advisors
Florida
$913K +$131K +2,284 +18%
Betterment LLC
456
Betterment LLC
New York
$897K +$71.1K +1,242 +9%
SFP
457
Shepherd Financial Partners
Massachusetts
$886K +$832K +14,524 New
CA
458
Centerpoint Advisors
Massachusetts
$876K -$10.5K -183 -1%
MGIA
459
Moneta Group Investment Advisors
Missouri
$876K -$8.88K -155 -1%
GEA
460
Glen Eagle Advisors
New Jersey
$870K +$153K +2,671 +23%
AWAU
461
Alliance Wealth Advisors (Utah)
Utah
$864K +$1.78K +31 +0.2%
BEI
462
Benjamin Edwards Inc
Missouri
$849K -$73.2K -1,277 -8%
GM
463
GeoWealth Management
Illinois
$841K +$215K +3,760 +38%
PFA
464
Pinnacle Family Advisors
Missouri
$835K +$43.4K +757 +6%
JWBC
465
John W. Brooker & Co
California
$834K +$3.67K +64 +0.5%
IHWM
466
Iron Horse Wealth Management
Iowa
$831K -$384K -6,705 -33%
TPWM
467
Twelve Points Wealth Management
Massachusetts
$828K -$174K -3,030 -18%
TFS
468
Thoroughbred Financial Services
Tennessee
$826K +$18.3K +320 +2%
ISWM
469
Independent Solutions Wealth Management
New York
$821K -$11.9K -208 -2%
MWM
470
MY Wealth Management
Maryland
$814K
SI
471
Stephens Inc
Arkansas
$812K +$339K +5,915 +80%
FWM
472
Fingerlakes Wealth Management
New York
$808K -$25.9K -453 -3%
PT
473
Plimoth Trust
Massachusetts
$807K -$68.7K -1,200 -8%
VCM
474
Vigilant Capital Management
Maine
$793K
GW
475
GW & Wade
Massachusetts
$790K

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.