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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
LSIA
576
LaSalle St. Investment Advisors
Illinois
$290K +$278K +5,254 New
MCM
577
MAI Capital Management
Ohio
$289K -$16.3K -308 -6%
Susquehanna International Group
578
Susquehanna International Group
Pennsylvania
$287K +$274K +5,178 New
EWM
579
EPG Wealth Management
Georgia
$284K +$794 +15 +0.3%
IAA
580
Independent Advisor Alliance
North Carolina
$284K +$530 +10 +0.2%
OC
581
Oppenheimer & Co
New York
$284K +$34.7K +656 +15%
FG
582
Fiduciary Group
Georgia
$282K -$13.2K -250 -5%
BI
583
Ballast Inc
Kentucky
$282K +$4.45K +84 +2%
MIM
584
Moseley Investment Management
Florida
$282K -$22.6K -426 -8%
RIA
585
Realta Investment Advisors
Delaware
$280K -$4.5K -85 -2%
RFN
586
RDA Financial Network
Iowa
$279K
KPWS
587
Kestra Private Wealth Services
Texas
$277K -$787K -14,857 -75%
CAM
588
Cresset Asset Management
Illinois
$277K +$19.6K +370 +8%
SEI Investments
589
SEI Investments
Pennsylvania
$274K -$7.63K -144 -3%
CCA
590
Column Capital Advisors
Indiana
$272K
AFM
591
Abbot Financial Management
Massachusetts
$271K -$5.29K -100 -2%
MSFS
592
Main Street Financial Solutions
Pennsylvania
$270K +$635 +12 +0.2%
HNB
593
Huntington National Bank
Ohio
$270K
MCC
594
Money Concepts Capital
Florida
$270K -$928K -17,525 -69%
TFA
595
Teamwork Financial Advisors
Texas
$268K +$1.8K +34 +0.7%
MCM
596
McDonough Capital Management
Florida
$267K +$4.13K +78 +2%
ANTB
597
AMG National Trust Bank
Colorado
$266K
BOSSRA
598
B.O.S.S. Retirement Advisors
Utah
$262K +$251K +4,741 New
VLC
599
Van Leeuwen & Company
New Jersey
$261K -$534K -10,091 -68%
AFG
600
Atomi Financial Group
New York
$261K +$250K +4,712 New

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.