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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
CB
526
Community Bank
New York
$517K -$42.8K -747 -8%
LWANC
527
Laurel Wealth Advisors (North Carolina)
North Carolina
$514K +$26.1K +455 +6%
EFS
528
Essex Financial Services
Connecticut
$514K -$6.3K -110 -1%
WEG
529
World Equity Group
Illinois
$505K -$7.21M -125,900 -94%
CWS
530
Confluence Wealth Services
Pennsylvania
$505K +$687 +12 +0.1%
IW
531
Imprint Wealth
South Carolina
$503K +$146K +2,545 +45%
Northern Trust
532
Northern Trust
Illinois
$502K -$98.6K -1,721 -17%
GSEP
533
Golden State Equity Partners
California
$500K -$2.61M -45,534 -85%
APP
534
Avantax Planning Partners
Iowa
$496K +$34.4K +600 +8%
AF
535
Advisornet Financial
Minnesota
$490K +$11.1K +194 +2%
CA
536
Calton & Associates
Florida
$487K -$15.7K -274 -3%
WAG
537
Wallace Advisory Group
California
$485K
SAG
538
Spotlight Asset Group
Illinois
$475K
AWE
539
Avidian Wealth Enterprises
Texas
$474K +$9.05K +158 +2%
PFA
540
Pure Financial Advisors
California
$471K -$69.6K -1,215 -14%
MFA
541
McClarren Financial Advisors
Pennsylvania
$471K +$1.78K +31 +0.4%
JWA
542
JFS Wealth Advisors
Pennsylvania
$469K +$859 +15 +0.2%
KOC
543
Koss-Olinger Consulting
Florida
$464K -$22.7K -397 -5%
GT
544
Glenmede Trust
Pennsylvania
$462K
DIA
545
Dana Investment Advisors
Wisconsin
$462K -$51.4K -898 -11%
CMI
546
Clare Market Investments
Texas
$461K +$432K +7,549 New
BFG
547
Bleakley Financial Group
New Jersey
$453K
TSWM
548
Tyler-Stone Wealth Management
Ohio
$451K +$423K +7,384 New
CIA
549
Cape Investment Advisory
Georgia
$450K -$4.18K -73 -1%
FTUS
550
Flow Traders U.S.
New York
$447K -$1.09M -18,979 -72%

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.