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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
BA
526
Ballast Advisors
Minnesota
$411K +$3.02K +57 +0.8%
BFG
527
Bleakley Financial Group
New Jersey
$411K -$10.9K -206 -3%
SI
528
Stephens Inc
Arkansas
$409K +$11.2K +212 +3%
WSWA
529
Warren Street Wealth Advisors
California
$404K -$19.2K -362 -5%
MCWS
530
McKinley Carter Wealth Services
West Virginia
$403K +$85.7K +1,619 +29%
SAG
531
Spotlight Asset Group
Illinois
$403K +$412K +7,782 New
FFN
532
Focus Financial Network
Minnesota
$401K -$2.06K -39 -0.5%
AWS
533
AJ Wealth Strategies
New York
$399K +$382K +7,213 New
BSW
534
Buckingham Strategic Wealth
Missouri
$399K
TYCC
535
Texas Yale Capital Corp
Florida
$398K
FTS
536
Fifth Third Securities
Ohio
$398K +$22.7K +428 +6%
JCM
537
Jacobi Capital Management
Pennsylvania
$395K +$53 +1 +0%
CWMGP
538
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$394K -$147K -2,773 -28%
SPC
539
Sigma Planning Corp
Michigan
$389K +$1.43K +27 +0.4%
FMWA
540
Forvis Mazars Wealth Advisors
Missouri
$387K -$74.9K -1,415 -17%
FFG
541
Ford Financial Group
California
$383K -$24.9M -470,759 -99%
ACI
542
Alpha Cubed Investments
California
$383K +$4.24K +80 +1%
PAG
543
Paladin Advisory Group
Iowa
$382K +$365K +6,900 New
AF
544
Arrow Financial
New York
$381K -$5.29K -100 -1%
SWA
545
Strategies Wealth Advisors
Michigan
$371K -$18.4K -347 -5%
AFG
546
AFS Financial Group
Maryland
$368K +$29.7K +561 +9%
HF
547
Halpern Financial
Virginia
$362K
IAN
548
Integrated Advisors Network
Texas
$360K +$48.7K +920 +16%
IIA
549
IPG Investment Advisors
California
$359K -$29.5K -558 -8%
PG
550
Prostatis Group
Maryland
$357K -$14.5K -274 -4%

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.