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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
CBFP
626
Cedar Brook Financial Partners
Ohio
$217K +$208K +3,928 New
C1AG
627
Client 1st Advisory Group
Florida
$217K +$207K +3,913 New
Empower Advisory Group
628
Empower Advisory Group
Colorado
$214K +$203K +3,837 New
DL
629
DOHJ LLC
Washington
$213K -$63.1K -1,192 -24%
RJT
630
Raymond James Trust
Florida
$213K +$204K +3,846 New
TW
631
TrinityPoint Wealth
Connecticut
$213K +$204K +3,845 New
KTA
632
Keeley-Teton Advisors
Illinois
$208K +$199K +3,750 New
KLI
633
Kelman-Lazarov Inc
Tennessee
$206K -$27.2K -513 -12%
AWMNH
634
Arcadia Wealth Management (New Hampshire)
New Hampshire
$205K +$196K +3,708 New
ASN
635
Advisory Services Network
Georgia
$204K -$313K -5,913 -62%
FNC
636
First National Corp
Massachusetts
$203K +$194K +3,668 New
AAG
637
Armstrong Advisory Group
Massachusetts
$195K -$11.2M -211,165 -98%
MRCM
638
M&R Capital Management
New Jersey
$192K
FCA
639
FinTrust Capital Advisors
South Carolina
$174K
FFA
640
Founders Financial Alliance
North Carolina
$165K +$4.77K +90 +3%
HGERS
641
Householder Group Estate & Retirement Specialist
Arizona
$164K +$157K +2,968 New
CFO
642
CVA Family Office
Colorado
$155K
MPWT
643
MassMutual Private Wealth & Trust
Connecticut
$153K
PAI
644
Pittenger & Anderson Inc
Nebraska
$151K +$144K +2,726 New
GWANC
645
Guardian Wealth Advisors (North Carolina)
North Carolina
$139K
AW
646
Avion Wealth
Texas
$138K
Citigroup
647
Citigroup
New York
$128K +$26.7K +505 +28%
RCM
648
Raleigh Capital Management
North Carolina
$127K
PA
649
Parallel Advisors
California
$124K +$2.65K +50 +2%
OSNBOA
650
Old Second National Bank of Aurora
Illinois
$123K -$34.2K -645 -23%

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.