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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
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$108M +$1.61M +26,219 +1%
Wells Fargo
27
Wells Fargo
California
$106M -$5.86M -95,675 -5%
TC
28
TownSquare Capital
Utah
$106M +$433K +7,063 +0.4%
Corient Private Wealth
29
Corient Private Wealth
Florida
$105M -$3.98M -64,944 -4%
B
30
Bridgeworth
Alabama
$95.4M -$2.62M -42,776 -3%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$84.8M +$3.14M +51,203 +4%
FWM
32
Focused Wealth Management
New York
$82.8M +$3.85M +62,925 +5%
CAN
33
Cetera Advisor Networks
California
$81.9M +$25.7M +419,005 +44%
FCAS
34
First Command Advisory Services
Texas
$81M +$59.5M +970,829 +246%
Carson Wealth (CWM LLC)
35
Carson Wealth (CWM LLC)
Nebraska
$80M +$11.4M +185,675 +16%
CWM
36
Connecticut Wealth Management
Connecticut
$79.4M +$2.51M +41,045 +3%
HighTower Advisors
37
HighTower Advisors
Illinois
$78.9M +$6.02M +98,323 +8%
ACM
38
AlphaStar Capital Management
North Carolina
$77.6M -$5.38M -87,812 -6%
SF
39
Synovus Financial
Georgia
$77M -$2.36M -38,513 -3%
TIAA Trust, National Association
40
TIAA Trust, National Association
North Carolina
$73.7M +$76.2M +1,243,818 New
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$71.8M +$4.46M +72,766 +6%
SC
42
Savant Capital
Illinois
$69.5M +$131K +2,136 +0.2%
SPWG
43
Syntegra Private Wealth Group
Missouri
$66.2M +$2.64M +43,096 +4%
ONB
44
Old National Bancorp
Indiana
$59.9M +$4.78M +78,025 +8%
EWA
45
ERTS Wealth Advisors
Michigan
$58.7M +$28.3M +462,228 +88%
KW
46
KWB Wealth
California
$57.9M -$615K -10,046 -1%
FHA
47
Flagship Harbor Advisors
Massachusetts
$54.6M -$3.73M -60,813 -6%
NP
48
NorthRock Partners
Minnesota
$54M +$1.21M +19,683 +2%
BCI
49
Brinker Capital Investments
Pennsylvania
$52.4M +$51.8M +844,904 +2,163%
OPS
50
Orion Portfolio Solutions
Nebraska
$52.4M +$51.8M +844,904 +2,163%

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.