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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
BBNA
576
Bremer Bank National Association
Minnesota
$380K
MOS
577
MGO One Seven
Ohio
$377K +$354K +6,173 New
FFM
578
Forum Financial Management
Illinois
$374K -$4.24K -74 -1%
IAN
579
Integrated Advisors Network
Texas
$373K -$22.5K -392 -6%
PG
580
Prostatis Group
Maryland
$370K +$20.8M +363,947 +5,643%
LW
581
Linscomb Wealth
Texas
$370K +$1.03K +18 +0.3%
BP
582
Ballentine Partners
Massachusetts
$368K
Franklin Resources
583
Franklin Resources
California
$367K +$2.98K +52 +0.9%
UCB
584
United Community Bank
South Carolina
$366K
ST
585
Somerset Trust
Pennsylvania
$365K -$1.55K -27 -0.4%
CAM
586
Cresset Asset Management
Illinois
$363K +$54.3K +948 +19%
NL
587
NWAM LLC
Washington
$362K +$340K +5,938 New
SAF
588
Smith Anglin Financial
Texas
$354K +$28.6K +500 +9%
SBIA
589
Sheaff Brock Investment Advisors
Indiana
$349K -$5.27K -92 -2%
PWP
590
Principle Wealth Partners
Connecticut
$348K -$31.7K -554 -9%
DFG
591
Delta Financial Group
New Jersey
$347K
BG
592
Benedetti & Gucer
Georgia
$345K -$128K -2,232 -28%
RIA
593
Realta Investment Advisors
Delaware
$342K +$31.5K +550 +11%
TFA
594
Teamwork Financial Advisors
Texas
$339K +$41.1K +717 +15%
AFG
595
AFS Financial Group
Maryland
$338K -$63.3K -1,105 -17%
FC
596
Fusion Capital
South Carolina
$336K +$115 +2 +0%
BWM
597
Brown Wealth Management
Illinois
$331K +$311K +5,425 New
AFG
598
Atomi Financial Group
New York
$328K +$38.5K +672 +14%
TIA
599
Traphagen Investment Advisors
New Jersey
$328K +$162K +2,833 +111%
PAG
600
Paladin Advisory Group
Iowa
$323K -$91.7K -1,601 -23%

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.