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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
CWM
651
Cahaba Wealth Management
Georgia
$249K +$6.3K +110 +3%
SCG
652
Sonata Capital Group
Washington
$247K
MRCM
653
M&R Capital Management
New Jersey
$247K +$33.2K +580 +17%
AWMNH
654
Arcadia Wealth Management (New Hampshire)
New Hampshire
$247K +$19.2K +336 +9%
AWM
655
Accurate Wealth Management
Florida
$246K +$229K +4,003 New
S
656
SignatureFD
Georgia
$245K -$5.44K -95 -2%
RS
657
Retirement Solution
Washington
$244K +$687 +12 +0.3%
MAS
658
Madden Advisory Services
Florida
$243K
DSA
659
Droms Strauss Advisors
Missouri
$240K
TW
660
TrinityPoint Wealth
Connecticut
$240K +$4.64K +81 +2%
CFD
661
Creative Financial Designs
Indiana
$239K -$8.76K -153 -4%
C1AG
662
Client 1st Advisory Group
Florida
$239K
Bank of Montreal
663
Bank of Montreal
Ontario, Canada
$238K -$106K -1,848 -32%
SFG
664
Snider Financial Group
Washington
$236K +$222K +3,869 New
RJT
665
Raymond James Trust
Florida
$234K -$229 -4 -0.1%
I
666
IMPACTfolio
Colorado
$232K +$218K +3,800 New
KTA
667
Keeley-Teton Advisors
Illinois
$229K
HT
668
Headlands Technologies
Illinois
$229K +$215K +3,748 New
DL
669
DOHJ LLC
Washington
$229K -$6.07K -106 -3%
FNC
670
First National Corp
Massachusetts
$224K
KLI
671
Kelman-Lazarov Inc
Tennessee
$223K -$3.78K -66 -2%
JFGIW
672
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$220K +$118K +2,054 +132%
PA
673
Procyon Advisors
Connecticut
$220K +$206K +3,602 New
FGAM
674
Financial Gravity Asset Management
Texas
$215K +$354K +6,178 +9%
PFO
675
Pathstone Family Office
New Jersey
$213K +$200K +3,497 New

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.