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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
IWA
551
Intercontinental Wealth Advisors
Texas
$447K -$20K -350 -5%
KWA
552
Kingswood Wealth Advisors
California
$445K +$418K +7,298 New
FFN
553
Focus Financial Network
Minnesota
$443K +$802 +14 +0.2%
SPC
554
Sigma Planning Corp
Michigan
$443K +$12.5K +219 +3%
WSWA
555
Warren Street Wealth Advisors
California
$442K -$3.15K -55 -0.8%
AWS
556
AJ Wealth Strategies
New York
$440K
TYCC
557
Texas Yale Capital Corp
Florida
$438K
FT
558
Fiduciary Trust
Massachusetts
$434K +$153K +2,666 +60%
BA
559
Ballast Advisors
Minnesota
$431K -$20.7K -362 -5%
OC
560
Oppenheimer & Co
New York
$424K +$104K +1,821 +36%
MCWS
561
McKinley Carter Wealth Services
West Virginia
$423K -$20.4K -357 -5%
FTS
562
Fifth Third Securities
Ohio
$421K -$15.7K -274 -4%
CAM
563
Clark Asset Management
New Hampshire
$420K +$395K +6,889 New
VF
564
Vawter Financial
Ohio
$420K +$395K +6,888 New
PC
565
Permanens Capital
New York
$412K +$387K +6,750 New
SWA
566
Strategies Wealth Advisors
Michigan
$409K
HF
567
Halpern Financial
Virginia
$399K
TI
568
Trexquant Investment
Connecticut
$397K +$373K +6,507 New
IIA
569
IPG Investment Advisors
California
$395K +$57 +1 +0%
IPW
570
Impact Partnership Wealth
Georgia
$394K +$370K +6,458 New
FPAS
571
Focus Partners Advisor Solutions
Missouri
$392K
AF
572
Arrow Financial
New York
$392K -$26.4K -460 -7%
ACI
573
Alpha Cubed Investments
California
$391K -$28.9K -505 -7%
PMG
574
ProVise Management Group
Florida
$385K +$7.16K +125 +2%
CWMGP
575
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$382K -$49.3K -860 -12%

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.