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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
JSL
651
JT Stratford LLC
Georgia
$272K -$22.4K -366 -7%
FFC
652
First Financial Corp
Indiana
$271K +$280K +4,564 New
Fisher Asset Management
653
Fisher Asset Management
Washington
$270K +$279K +4,559 New
VBFP
654
Valtinson Bruner Financial Planning
Minnesota
$268K -$16.5K -269 -6%
FG
655
Fiduciary Group
Georgia
$268K -$20.5K -334 -7%
MA
656
MKT Advisors
California
$266K
BOSSRA
657
B.O.S.S. Retirement Advisors
Utah
$266K +$1.96K +32 +0.7%
VLC
658
Van Leeuwen & Company
New Jersey
$264K
EGA
659
Eagle Global Advisors
Texas
$264K
PP
660
Patten & Patten
Tennessee
$264K
FT
661
Fiduciary Trust
Massachusetts
$264K -$163K -2,666 -37%
FCA
662
FinTrust Capital Advisors
South Carolina
$263K +$61.3K +1,000 +29%
AFM
663
Abbot Financial Management
Massachusetts
$258K -$6.13K -100 -2%
ECA
664
Elevated Capital Advisors
Utah
$255K +$13K +213 +5%
EA
665
Eclectic Associates
California
$253K -$2.45K -40 -0.9%
SW
666
SteelPeak Wealth
California
$252K -$18.2K -297 -7%
FC
667
Financial Consulate
Maryland
$251K -$7.17K -117 -3%
AR
668
Apeiron RIA
Texas
$245K -$1.9K -31 -0.7%
SFS
669
Stiles Financial Services
Minnesota
$245K +$306 +5 +0.1%
BL
670
Balentine LLC
Georgia
$244K -$9.37K -153 -4%
RS
671
Retirement Solution
Washington
$244K +$6.62K +108 +3%
VWM
672
Vigilare Wealth Management
Arizona
$243K +$735 +12 +0.3%
SCG
673
Sonata Capital Group
Washington
$240K
MRCM
674
M&R Capital Management
New Jersey
$240K
Bank of Montreal
675
Bank of Montreal
Ontario, Canada
$239K

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.