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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
ACP
451
Aveo Capital Partners
Colorado
$1,000K +$61 +1 +0%
AWM
452
Angeles Wealth Management
California
$999K
MMA
453
Miracle Mile Advisors
California
$958K +$980 +16 +0.1%
BB
454
Berkshire Bank
Massachusetts
$956K -$89.7K -1,465 -8%
SIAS
455
Summit Investment Advisory Services
Minnesota
$938K +$39.8K +650 +4%
WP
456
WMS Partners
Maryland
$938K -$2.94K -48 -0.3%
WEG
457
World Equity Group
Illinois
$933K +$457K +7,454 +90%
AWS
458
Arkfeld Wealth Strategies
Nebraska
$926K -$2.88K -47 -0.3%
CFB
459
Cullen/Frost Bankers
Texas
$925K +$956K +15,604 New
AFG
460
Atomi Financial Group
New York
$924K +$624K +10,195 +189%
Fifth Third Bancorp
461
Fifth Third Bancorp
Ohio
$919K
PP
462
Prosperity Planning
Missouri
$912K -$6.13K -100 -0.6%
PFO
463
Pathstone Family Office
New Jersey
$908K +$724K +11,818 +338%
AWAU
464
Alliance Wealth Advisors (Utah)
Utah
$896K +$58.5K +955 +7%
CT
465
Caldwell Trust
Florida
$883K -$46.7K -762 -5%
AWA
466
Arete Wealth Advisors
Illinois
$868K -$3M -48,966 -77%
USCWA
467
U.S. Capital Wealth Advisors
Texas
$865K +$894K +14,589 New
SFP
468
Shepherd Financial Partners
Massachusetts
$861K
CA
469
Centerpoint Advisors
Massachusetts
$851K
CAG
470
Csenge Advisory Group
Florida
$846K +$555K +9,064 +174%
NL
471
NWAM LLC
Washington
$845K +$509K +8,312 +140%
SS
472
Simplicity Solutions
Minnesota
$838K -$1.18M -19,327 -58%
TFS
473
Thoroughbred Financial Services
Tennessee
$821K +$18.4K +300 +2%
SI
474
Stephens Inc
Arkansas
$819K +$31K +506 +4%
AWM
475
Apollon Wealth Management
South Carolina
$817K -$8.01M -130,774 -90%

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.