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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
FNBOO
526
First National Bank of Omaha
Nebraska
$574K -$6.31K -103 -1%
SPWM
527
Schrum Private Wealth Management
Florida
$573K +$2.63K +43 +0.4%
Kovitz Investment Group Partners
528
Kovitz Investment Group Partners
Illinois
$572K +$674 +11 +0.1%
OCPWS
529
One Charles Private Wealth Services
Massachusetts
$572K -$17.9K -292 -3%
BSW
530
Buckingham Strategic Wealth
Missouri
$571K +$7.11K +116 +1%
BC
531
Brio Consultants
California
$564K -$6.43K -105 -1%
SCP
532
Stevens Capital Partners
Nebraska
$561K +$4.29K +70 +0.7%
MFWP
533
Mosaic Family Wealth Partners
Missouri
$560K -$1.96K -32 -0.3%
SA
534
Strategic Advocates
Utah
$556K +$574K +9,373 New
BBA
535
BLB&B Advisors
Pennsylvania
$554K +$573K +9,347 New
CC
536
Callan Capital
California
$553K +$123 +2 +0%
SW
537
Simplicity Wealth
New Jersey
$549K -$211K -3,450 -27%
JWA
538
JFS Wealth Advisors
Pennsylvania
$548K +$94.9K +1,549 +20%
FFN
539
Focus Financial Network
Minnesota
$541K +$114K +1,853 +26%
CMI
540
Clare Market Investments
Texas
$539K +$94.8K +1,548 +21%
IW
541
Imprint Wealth
South Carolina
$532K +$45.3K +739 +9%
AC
542
AIFG Consultants
New York
$532K -$791K -12,909 -59%
CAMG
543
CWA Asset Management Group
Florida
$529K
Citigroup
544
Citigroup
New York
$526K +$390K +6,363 +254%
WAM
545
Wallington Asset Management
Indiana
$524K -$34.9K -570 -6%
WAG
546
Wallace Advisory Group
California
$521K -$13.8K -226 -3%
FMN
547
Financial Management Network
California
$519K -$74.6K -1,218 -12%
Cerity Partners
548
Cerity Partners
New York
$518K -$2.94M -48,005 -85%
LWANC
549
Laurel Wealth Advisors (North Carolina)
North Carolina
$512K +$12.4K +202 +2%
CS
550
Crescent Sterling
Louisiana
$512K -$122K -1,994 -19%

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.