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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
CS
476
Crescent Sterling
Louisiana
$596K +$77.9K +1,472 +16%
Kovitz Investment Group Partners
477
Kovitz Investment Group Partners
Illinois
$584K +$243K +4,590 +77%
HWA
478
HHM Wealth Advisors
Tennessee
$583K -$63.3K -1,195 -10%
CWM
479
Catalyst Wealth Management
Georgia
$576K -$14.2K -269 -3%
SWM
480
SFG Wealth Management
Maryland
$568K +$31.8K +601 +6%
FNBOO
481
First National Bank of Omaha
Nebraska
$567K
PA
482
PFG Advisors
Arizona
$567K -$62.6K -1,183 -10%
HVIA
483
Hudson Valley Investment Advisors
New York
$564K +$54.6K +1,031 +11%
IA
484
IFG Advisory
Georgia
$563K -$87.2K -1,647 -14%
DADC
485
D.A. Davidson & Co
Montana
$559K +$28.4K +536 +6%
SS
486
Sunbelt Securities
Texas
$558K +$53 +1 +0%
BC
487
Brio Consultants
California
$556K -$44.1K -833 -8%
GM
488
GeoWealth Management
Illinois
$554K +$512K +9,660 +2,698%
Northern Trust
489
Northern Trust
Illinois
$551K -$981K -18,527 -65%
KF
490
Krilogy Financial
Missouri
$550K +$526K +9,941 New
OCPWS
491
One Charles Private Wealth Services
Massachusetts
$550K
LL
492
LWMG LLC
Minnesota
$547K +$530 +10 +0.1%
FW
493
FirstPurpose Wealth
Utah
$544K +$107K +2,015 +26%
MFWP
494
Mosaic Family Wealth Partners
Missouri
$539K -$278K -5,259 -35%
CCA
495
Cadent Capital Advisors
Oklahoma
$537K +$900 +17 +0.2%
Bank of New York Mellon
496
Bank of New York Mellon
New York
$531K -$724K -13,676 -59%
SPWM
497
Schrum Private Wealth Management
Florida
$531K -$73.4K -1,386 -13%
FA
498
Fiduciary Alliance
South Carolina
$527K +$14.5K +273 +3%
CC
499
Callan Capital
California
$517K -$15.8K -298 -3%
SCP
500
Stevens Capital Partners
Nebraska
$513K +$23K +435 +5%

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.