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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
CHA
676
Carmichael Hill & Associates
Maryland
$60.2K
HS
677
Horan Securities
United States
$59.9K
AWM
678
Accel Wealth Management
Iowa
$59.6K +$53 +1 +0.1%
FHA
679
First Horizon Advisors
Tennessee
$57.3K +$4.71K +89 +9%
CSC
680
Caldwell Sutter Capital
California
$55.4K
CTA
681
Colonial Trust Advisors
South Carolina
$53.9K
MIM
682
Macroview Investment Management
Maryland
$53.8K +$15.8K +298 +44%
NRC
683
New Republic Capital
North Carolina
$51K +$48.8K +921 New
FMTCOCP
684
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$50K
PCA
685
Providence Capital Advisors
North Carolina
$48.9K
TC
686
Truvestments Capital
Florida
$48.4K
CHC
687
City Holding Co
West Virginia
$45.9K -$13.5K -255 -24%
UB
688
UMB Bank
Missouri
$43.7K
DSC
689
Duncker Streett & Co
Missouri
$41.5K
SC
690
Stephens Consulting
Michigan
$39.9K +$38.1K +720 New
AA
691
Ancora Advisors
Ohio
$39.1K +$37.4K +707 New
BWL
692
Bogart Wealth LLC
Virginia
$38.6K +$530 +10 +1%
TF
693
Tompkins Financial
New York
$33.2K
LWA
694
Lowe Wealth Advisors
Maryland
$32.7K
SIS
695
Sound Income Strategies
Florida
$32.2K +$11.6K +219 +60%
RG
696
Retirement Group
California
$28K -$1.85K -35 -7%
HCM
697
Hollencrest Capital Management
California
$27.7K +$26.5K +500 New
PGAM
698
Princeton Global Asset Management
New Jersey
$23.8K +$22.8K +430 New
FFA
699
Farther Finance Advisors
California
$23.5K +$21.6K +407 +2,261%
NSG
700
Nalls Sherbakoff Group
Tennessee
$21.8K +$21.2K +400 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.