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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
MGIA
476
Moneta Group Investment Advisors
Missouri
$816K -$35.9K -586 -4%
IHWM
477
Iron Horse Wealth Management
Iowa
$812K +$4.72K +77 +0.6%
JWBC
478
John W. Brooker & Co
California
$811K +$1.35K +22 +0.2%
MCC
479
Money Concepts Capital
Florida
$806K +$156K +2,551 +23%
JGIA
480
Jackson Grant Investment Advisers
Connecticut
$805K +$169K +2,767 +26%
TPWM
481
Twelve Points Wealth Management
Massachusetts
$805K
VPP
482
Vertex Planning Partners
Illinois
$793K +$820K +13,379 New
MWM
483
MY Wealth Management
Maryland
$791K
SA
484
Sunesis Advisors
Kansas
$775K +$801K +13,074 New
FWM
485
Fingerlakes Wealth Management
New York
$768K -$16.9K -276 -2%
PFA
486
Pinnacle Family Advisors
Missouri
$767K -$45.9K -750 -5%
GW
487
GW & Wade
Massachusetts
$767K
CPIG
488
Chicago Partners Investment Group
Illinois
$764K +$62.3K +1,017 +8%
PT
489
Plimoth Trust
Massachusetts
$761K -$23.3K -380 -3%
OGF
490
Orin Green Financial
California
$754K
SPC
491
Sigma Planning Corp
Michigan
$750K +$331K +5,400 +74%
BEI
492
Benjamin Edwards Inc
Missouri
$747K -$80.7K -1,317 -9%
SFG
493
Sovereign Financial Group
Connecticut
$739K -$953K -15,558 -56%
WPW
494
Waldron Private Wealth
Pennsylvania
$737K
FW
495
FirstPurpose Wealth
Utah
$727K +$42.4K +692 +6%
KAS
496
KPP Advisory Services
Kentucky
$726K +$750K +12,247 New
LF
497
Lantz Financial
Illinois
$716K -$12.6K -206 -2%
IA
498
IFG Advisory
Georgia
$710K +$97.3K +1,589 +15%
SWM
499
SFG Wealth Management
Maryland
$708K +$35K +571 +5%
TA
500
TFB Advisors
Kansas
$707K +$143K +2,340 +24%

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.