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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
OGF
476
Orin Green Financial
California
$776K
SW
477
Simplicity Wealth
New Jersey
$776K +$223K +3,893 +44%
RL
478
Retireful LLC
Michigan
$766K +$719K +12,548 New
WPW
479
Waldron Private Wealth
Pennsylvania
$759K
LF
480
Lantz Financial
Illinois
$750K -$28.2K -493 -4%
CPIG
481
Chicago Partners Investment Group
Illinois
$740K -$7.91K -138 -1%
CAC
482
Certified Advisory Corp
Florida
$738K -$12.4K -216 -2%
IP
483
Ignite Planners
California
$738K +$16.2K +282 +2%
CW
484
CreativeOne Wealth
Kansas
$735K +$73.8K +1,289 +12%
RSA
485
River Street Advisors
Illinois
$722K +$10.9K +191 +2%
FA
486
FC Advisory
Pennsylvania
$721K +$115 +2 +0%
PMFA
487
Plante Moran Financial Advisors
Michigan
$709K
FW
488
FirstPurpose Wealth
Utah
$706K +$100K +1,749 +18%
SS
489
Sunbelt Securities
Texas
$700K +$71.2K +1,243 +12%
6F
490
626 Financial
Michigan
$696K -$59.4K -1,037 -8%
SWM
491
SFG Wealth Management
Maryland
$694K +$64K +1,117 +11%
ICG
492
InterOcean Capital Group
Tennessee
$684K
MCC
493
Money Concepts Capital
Florida
$674K +$173K +3,022 +38%
HVIA
494
Hudson Valley Investment Advisors
New York
$668K +$42.8K +748 +7%
EWA
495
EP Wealth Advisors
California
$667K -$1.26M -22,077 -83%
JGIA
496
Jackson Grant Investment Advisers
Connecticut
$660K +$1.95K +34 +0.3%
CS
497
Crescent Sterling
Louisiana
$648K -$8.19K -143 -1%
3F
498
360 Financial
Minnesota
$648K -$3.67K -64 -0.6%
HWA
499
HHM Wealth Advisors
Tennessee
$644K +$1.55K +27 +0.3%
DCM
500
DGS Capital Management
New Jersey
$643K +$276K +4,823 +84%

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.