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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
SHJ
551
Sharkey, Howes & Javer
Colorado
$501K +$517K +8,448 New
AP
552
Americana Partners
Texas
$500K +$516K +8,432 New
EFS
553
Essex Financial Services
Connecticut
$499K +$123 +2 +0%
CW
554
CreativeOne Wealth
Kansas
$498K -$224K -3,650 -30%
GT
555
Glenmede Trust
Pennsylvania
$495K
VWA
556
Visionary Wealth Advisors
Illinois
$493K -$17.2K -281 -3%
OSAM
557
O'Shaughnessy Asset Management
Connecticut
$492K +$394K +6,428 +344%
CB
558
Community Bank
New York
$491K -$11K -180 -2%
GIA
559
Gladstone Institutional Advisory
Florida
$491K -$1.54M -25,139 -75%
AWAG
560
ARS Wealth Advisors Group
Florida
$484K +$501K +8,173 New
AWE
561
Avidian Wealth Enterprises
Texas
$484K +$24.1K +393 +5%
Charles Schwab
562
Charles Schwab
California
$473K +$489K +7,978 New
PFA
563
Pure Financial Advisors
California
$467K +$9.74K +159 +2%
SAG
564
Spotlight Asset Group
Illinois
$461K
RPGK
565
Retirement Planning Group (Kansas)
Kansas
$460K +$192K +3,127 +68%
EI
566
Ellevest Inc
New York
$458K +$185K +3,015 +64%
AF
567
Advisornet Financial
Minnesota
$457K -$18.9K -308 -4%
KOC
568
Koss-Olinger Consulting
Florida
$451K
CIA
569
Cape Investment Advisory
Georgia
$444K +$7.35K +120 +2%
MFA
570
McClarren Financial Advisors
Pennsylvania
$443K -$14K -229 -3%
MOS
571
MGO One Seven
Ohio
$441K +$77.8K +1,270 +21%
TSWM
572
Tyler-Stone Wealth Management
Ohio
$441K +$3.86K +63 +0.9%
VWM
573
Venturi Wealth Management
Texas
$435K +$449K +7,335 New
WCG
574
Wall Capital Group
Arizona
$432K -$4.76M -77,726 -92%
DIA
575
Dana Investment Advisors
Wisconsin
$432K -$17.9K -292 -4%

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.