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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
HPC
601
Hobart Private Capital
North Carolina
$259K +$635 +12 +0.3%
JSL
602
JT Stratford LLC
Georgia
$259K -$5.77K -109 -2%
SL
603
SWMG LLC
Texas
$254K +$243K +4,585 New
VBFP
604
Valtinson Bruner Financial Planning
Minnesota
$250K -$26.7K -504 -10%
EGA
605
Eagle Global Advisors
Texas
$247K -$2.65K -50 -1%
MA
606
MKT Advisors
California
$247K
PP
607
Patten & Patten
Tennessee
$246K
FT
608
Fiduciary Trust
Massachusetts
$246K -$18.5K -350 -7%
FC
609
Financial Consulate
Maryland
$246K -$3.34K -63 -1%
CW
610
Channel Wealth
California
$245K +$235K +4,432 New
DAS
611
Dynamic Advisor Solutions
Arizona
$245K -$14.7K -277 -6%
EA
612
Eclectic Associates
California
$238K -$10.3K -195 -4%
SW
613
SteelPeak Wealth
California
$235K
Fisher Asset Management
614
Fisher Asset Management
Washington
$230K +$220K +4,150 New
S
615
SignatureFD
Georgia
$227K +$1.64K +31 +0.8%
VFA
616
Valeo Financial Advisors
Indiana
$227K +$217K +4,094 New
VWM
617
Vigilare Wealth Management
Arizona
$226K +$688 +13 +0.3%
CFD
618
Creative Financial Designs
Indiana
$226K -$2.06K -39 -0.9%
SCG
619
Sonata Capital Group
Washington
$224K
CWM
620
Concentric Wealth Management
California
$222K +$212K +4,009 New
RS
621
Retirement Solution
Washington
$221K +$741 +14 +0.4%
PIAS
622
PCA Investment Advisory Services
Ohio
$221K +$211K +3,984 New
MAS
623
Madden Advisory Services
Florida
$220K
CWM
624
Cahaba Wealth Management
Georgia
$220K +$210K +3,965 New
DSA
625
Droms Strauss Advisors
Missouri
$218K

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.