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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
BBNA
626
Bremer Bank National Association
Minnesota
$314K -$57.1K -933 -15%
AWMNH
627
Arcadia Wealth Management (New Hampshire)
New Hampshire
$313K +$75.7K +1,236 +31%
AWA
628
Acorn Wealth Advisors
Michigan
$310K +$321K +5,234 New
PAG
629
Paladin Advisory Group
Iowa
$309K -$5.02K -82 -2%
LSIA
630
LaSalle St. Investment Advisors
Illinois
$309K -$2.94K -48 -0.9%
PG
631
Prostatis Group
Maryland
$309K -$22.4M -365,188 -99%
EWM
632
EPG Wealth Management
Georgia
$306K +$796 +13 +0.3%
ACA
633
Aptus Capital Advisors
Alabama
$302K +$12.5K +204 +4%
LSA
634
Lion Street Advisors
Texas
$299K -$174K -2,844 -36%
MSFS
635
Main Street Financial Solutions
Pennsylvania
$294K +$4.17K +68 +1%
GS
636
GTS Securities
New York
$293K +$303K +4,948 New
SEI Investments
637
SEI Investments
Pennsylvania
$292K -$1.23K -20 -0.4%
CCA
638
Column Capital Advisors
Indiana
$291K
AIA
639
Arbor Investment Advisors
North Carolina
$289K +$299K +4,880 New
NFSG
640
Newbridge Financial Services Group
Florida
$289K -$24.4K -398 -8%
MCM
641
McDonough Capital Management
Florida
$288K
CWMGP
642
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$288K -$85.9K -1,403 -22%
SL
643
SWMG LLC
Texas
$285K +$12.1K +198 +4%
ANTB
644
AMG National Trust Bank
Colorado
$285K
BI
645
Ballast Inc
Kentucky
$283K -$29.1K -475 -9%
RFN
646
RDA Financial Network
Iowa
$281K
RSS
647
Rosenblum Silverman Sutton
California
$280K +$289K +4,715 New
Renaissance Technologies
648
Renaissance Technologies
New York
$279K -$1.66M -27,100 -85%
BFA
649
Bill Few Associates
Pennsylvania
$273K -$18.3K -298 -6%
OLVIG
650
Oliver Lagore Vanvalin Investment Group
Michigan
$273K -$265K -4,320 -48%

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.