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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
CG
576
Cutler Group
California
$428K +$363K +5,919 +449%
TYCC
577
Texas Yale Capital Corp
Florida
$426K
KWA
578
Kingswood Wealth Advisors
California
$425K -$12.9K -210 -3%
WSWA
579
Warren Street Wealth Advisors
California
$423K -$6.31K -103 -1%
CHP
580
Cable Hill Partners
Oregon
$413K +$427K +6,975 New
TW
581
TrinityPoint Wealth
Connecticut
$413K +$186K +3,038 +77%
VF
582
Vawter Financial
Ohio
$408K
AA
583
Altman Advisors
Illinois
$407K +$421K +6,870 New
JCM
584
Jacobi Capital Management
Pennsylvania
$404K -$6.93M -113,209 -94%
MCWS
585
McKinley Carter Wealth Services
West Virginia
$402K -$8.58K -140 -2%
PMG
586
ProVise Management Group
Florida
$401K +$27.5K +449 +7%
PC
587
Permanens Capital
New York
$400K
SWA
588
Strategies Wealth Advisors
Michigan
$397K
BA
589
Ballast Advisors
Minnesota
$388K -$32.4K -529 -7%
IIA
590
IPG Investment Advisors
California
$384K
FPAS
591
Focus Partners Advisor Solutions
Missouri
$381K
AF
592
Arrow Financial
New York
$380K
FTS
593
Fifth Third Securities
Ohio
$375K -$35.5K -579 -8%
HWA
594
HHM Wealth Advisors
Tennessee
$371K -$263K -4,292 -41%
IAA
595
Independent Advisor Alliance
North Carolina
$370K +$67.3K +1,098 +21%
LW
596
Linscomb Wealth
Texas
$366K +$7.04K +115 +2%
ACI
597
Alpha Cubed Investments
California
$366K -$14.7K -240 -4%
PCA
598
Prosperity Capital Advisors
Ohio
$358K -$253K -4,135 -41%
HNB
599
Huntington National Bank
Ohio
$358K
SOS
600
Silver Oak Securities
Tennessee
$357K -$592K -9,671 -62%

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.