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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
NFSG
601
Newbridge Financial Services Group
Florida
$322K -$39.1K -683 -11%
LSIA
602
LaSalle St. Investment Advisors
Illinois
$321K +$573 +10 +0.2%
Empower Advisory Group
603
Empower Advisory Group
Colorado
$321K +$81.6K +1,424 +37%
BI
604
Ballast Inc
Kentucky
$321K +$9.22K +161 +3%
CAG
605
Csenge Advisory Group
Florida
$318K +$299K +5,213 New
MCM
606
MAI Capital Management
Ohio
$316K -$2.98K -52 -1%
EWM
607
EPG Wealth Management
Georgia
$314K +$802 +14 +0.3%
IAA
608
Independent Advisor Alliance
North Carolina
$314K +$516 +9 +0.2%
MIM
609
Moseley Investment Management
Florida
$305K -$5.44K -95 -2%
JSL
610
JT Stratford LLC
Georgia
$303K +$16.7K +292 +6%
FMWA
611
Forvis Mazars Wealth Advisors
Missouri
$302K -$117K -2,037 -29%
SEI Investments
612
SEI Investments
Pennsylvania
$302K
CCA
613
Column Capital Advisors
Indiana
$300K
BFA
614
Bill Few Associates
Pennsylvania
$299K +$281K +4,905 New
MSFS
615
Main Street Financial Solutions
Pennsylvania
$299K +$1.15K +20 +0.4%
ACA
616
Aptus Capital Advisors
Alabama
$298K -$86K -1,502 -24%
DI
617
DAGCO Inc
Ohio
$297K +$279K +4,873 New
MCM
618
McDonough Capital Management
Florida
$296K +$1.55K +27 +0.6%
FG
619
Fiduciary Group
Georgia
$296K -$14.2K -248 -5%
HNB
620
Huntington National Bank
Ohio
$295K
ANTB
621
AMG National Trust Bank
Colorado
$293K
VBFP
622
Valtinson Bruner Financial Planning
Minnesota
$292K +$15.5K +270 +6%
ASN
623
Advisory Services Network
Georgia
$290K +$61.6K +1,075 +29%
RFN
624
RDA Financial Network
Iowa
$290K -$17.2K -300 -6%
EI
625
Ellevest Inc
New York
$287K +$264K +4,617 +5,369%

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.