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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
EWA
651
EverSource Wealth Advisors
Alabama
$118K +$6.99K +132 +7%
CT
652
Colonial Trust
South Carolina
$116K -$4.5K -85 -4%
TWM
653
Tradition Wealth Management
Minnesota
$114K +$33.1K +626 +44%
SMA
654
Sage Mountain Advisors
Georgia
$113K
AA
655
AlphaMark Advisors
Kentucky
$109K +$3.23K +61 +3%
CT
656
Cambridge Trust
Massachusetts
$108K
WAM
657
Worth Asset Management
Texas
$107K
FA
658
Faithward Advisors
Pennsylvania
$101K
CSWM
659
Cassady Schiller Wealth Management
Ohio
$99.6K
MFA
660
Morling Financial Advisors
California
$98.3K +$318 +6 +0.3%
Commonwealth Equity Services
661
Commonwealth Equity Services
Massachusetts
$94.7K +$2.66M +50,181 +3%
LF
662
Lee Financial
Texas
$91.5K +$53 +1 +0.1%
MAM
663
Marquette Asset Management
Minnesota
$90.8K
BLC
664
Brown, Lisle/Cummings
Rhode Island
$90.2K
MWM
665
Mascoma Wealth Management
New Hampshire
$89.8K
GTAM
666
Global Trust Asset Management
Florida
$88.7K -$10.8K -203 -11%
PWMG
667
Prestige Wealth Management Group
New Jersey
$86.9K
JFGIW
668
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.2K -$66.1K -1,249 -44%
CMP
669
Coston McIsaac & Partners
Maine
$85K
OSAM
670
O'Shaughnessy Asset Management
Connecticut
$84K
FRA
671
Front Row Advisors
California
$71K
HWA
672
Heritage Wealth Advisors
Virginia
$65.4K -$74.8K -1,413 -54%
CAL
673
Capital Advisors Ltd
Ohio
$65K
CPFP
674
Clear Perspectives Financial Planning
Ohio
$60.9K
CTC
675
Central Trust Company
Missouri
$60.5K +$57.9K +1,093 New

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.