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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
HPC
626
Hobart Private Capital
North Carolina
$287K +$917 +16 +0.3%
RPGK
627
Retirement Planning Group (Kansas)
Kansas
$282K +$265K +4,628 New
SL
628
SWMG LLC
Texas
$282K +$1.78K +31 +0.7%
CW
629
Channel Wealth
California
$281K +$10.1K +176 +4%
MA
630
MKT Advisors
California
$280K +$344 +6 +0.1%
SW
631
SteelPeak Wealth
California
$278K +$17.2K +300 +7%
DCM
632
Donaldson Capital Management
Indiana
$274K -$46K -803 -15%
VLC
633
Van Leeuwen & Company
New Jersey
$272K -$15K -261 -6%
EGA
634
Eagle Global Advisors
Texas
$272K
BOSSRA
635
B.O.S.S. Retirement Advisors
Utah
$272K -$16.4K -287 -6%
PP
636
Patten & Patten
Tennessee
$272K
AFM
637
Abbot Financial Management
Massachusetts
$271K -$25.8K -450 -9%
EWM
638
Empirical Wealth Management
Washington
$268K +$251K +4,390 New
G
639
Gainplan
Michigan
$267K -$58.2K -1,016 -19%
FC
640
Financial Consulate
Maryland
$265K -$5.04K -88 -2%
CIBC World Market
641
CIBC World Market
Ontario, Canada
$263K +$247K +4,311 New
EA
642
Eclectic Associates
California
$263K +$115 +2 +0%
BL
643
Balentine LLC
Georgia
$261K +$245K +4,270 New
CBFP
644
Cedar Brook Financial Partners
Ohio
$257K +$16K +279 +7%
WEPOG
645
Wealth Enhancement & Preservation of GA
Georgia
$256K +$241K +4,200 New
SIS
646
Sound Income Strategies
Florida
$256K +$207K +3,609 +621%
AR
647
Apeiron RIA
Texas
$254K -$81.2K -1,417 -25%
SFS
648
Stiles Financial Services
Minnesota
$252K +$236K +4,126 New
VWM
649
Vigilare Wealth Management
Arizona
$250K +$745 +13 +0.3%
ECA
650
Elevated Capital Advisors
Utah
$250K -$124K -2,165 -35%

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.