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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
CB
501
Community Bank
New York
$510K +$265 +5 +0.1%
PFA
502
Pure Financial Advisors
California
$495K +$63.9K +1,206 +16%
CAMG
503
CWA Asset Management Group
Florida
$494K -$25.7K -485 -5%
WA
504
Waverly Advisors
Alabama
$490K
VWA
505
Visionary Wealth Advisors
Illinois
$490K -$6.25K -118 -1%
SW
506
Simplicity Wealth
New Jersey
$489K +$24.7K +466 +6%
WAG
507
Wallace Advisory Group
California
$485K +$17.3K +326 +4%
BNP Paribas Financial Markets
508
BNP Paribas Financial Markets
France
$484K +$462K +8,734 New
EFS
509
Essex Financial Services
Connecticut
$472K -$7.84K -148 -2%
DIA
510
Dana Investment Advisors
Wisconsin
$469K +$449K +8,471 New
WAM
511
Wallington Asset Management
Indiana
$468K +$78.4K +1,480 +21%
GT
512
Glenmede Trust
Pennsylvania
$462K
CWS
513
Confluence Wealth Services
Pennsylvania
$457K -$31.4K -593 -7%
CA
514
Calton & Associates
Florida
$457K +$32.2K +608 +8%
PCIA
515
Prime Capital Investment Advisors
Kansas
$450K -$9.01M -170,078 -95%
KOC
516
Koss-Olinger Consulting
Florida
$443K
LWANC
517
Laurel Wealth Advisors (North Carolina)
North Carolina
$441K +$85.7K +1,619 +25%
BG
518
Benedetti & Gucer
Georgia
$437K -$6.25K -118 -1%
AF
519
Advisornet Financial
Minnesota
$434K -$3.87K -73 -0.9%
IWA
520
Intercontinental Wealth Advisors
Texas
$425K +$582 +11 +0.1%
JWA
521
JFS Wealth Advisors
Pennsylvania
$425K +$221K +4,182 +120%
AWE
522
Avidian Wealth Enterprises
Texas
$421K -$525K -9,914 -57%
APP
523
Avantax Planning Partners
Iowa
$417K -$36.2K -683 -8%
MFA
524
McClarren Financial Advisors
Pennsylvania
$416K -$106 -2 -0%
CIA
525
Cape Investment Advisory
Georgia
$412K +$395K +7,451 New

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.