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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
TC
26
TownSquare Capital
Utah
$108M +$7.36M +128,437 +8%
B
27
Bridgeworth
Alabama
$101M +$781K +13,634 +0.8%
AWM
28
AE Wealth Management
Kansas
$96.1M -$3.29M -57,393 -4%
ACM
29
AlphaStar Capital Management
North Carolina
$85.3M -$35M -610,518 -30%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$84.2M +$251K +4,375 +0.3%
SF
31
Synovus Financial
Georgia
$81.6M -$1.8M -31,340 -2%
FWM
32
Focused Wealth Management
New York
$81.4M +$1.74M +30,314 +2%
CWM
33
Connecticut Wealth Management
Connecticut
$79.2M +$1.33M +23,175 +2%
TF
34
TIAA FSB
Florida
$77.6M +$12.1M +211,323 +20%
HighTower Advisors
35
HighTower Advisors
Illinois
$75.1M +$24.9M +434,639 +55%
SC
36
Savant Capital
Illinois
$71.4M -$145K -2,524 -0.2%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$71M +$25M +436,093 +60%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$69.5M -$1.23M -21,398 -2%
SPWG
39
Syntegra Private Wealth Group
Missouri
$65.5M +$5.23M +91,220 +9%
FHA
40
Flagship Harbor Advisors
Massachusetts
$59.9M +$26.1M +456,007 +87%
CAN
41
Cetera Advisor Networks
California
$58.7M +$6.28M +109,636 +13%
KW
42
KWB Wealth
California
$58.5M +$12.2M +212,630 +29%
FCB
43
First Command Bank
Texas
$58M +$10.5M +183,704 +24%
FCFS
44
First Command Financial Services
Texas
$58M +$10.5M +183,704 +24%
ONB
45
Old National Bancorp
Indiana
$56.8M +$55.6K +971 +0.1%
CA
46
CoreCap Advisors
Michigan
$54.9M +$51.6M +900,329 New
NP
47
NorthRock Partners
Minnesota
$54.4M -$7.21M -125,928 -12%
CFS
48
Cannon Financial Strategists
Georgia
$49.6M +$1.92M +33,597 +4%
Goldman Sachs
49
Goldman Sachs
New York
$47.6M +$15.9M +278,393 +56%
MCM
50
Mainstay Capital Management
Michigan
$47.1M +$20.7M +360,882 +88%

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.