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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
FLPIM
676
F.L. Putnam Investment Management
Massachusetts
$212K +$199K +3,472 New
OW
677
Olistico Wealth
Oklahoma
$210K +$197K +3,445 New
D
678
Diversified
Delaware
$208K +$195K +3,408 New
FPW
679
Flagship Private Wealth
Massachusetts
$202K +$190K +3,315 New
CWM
680
Concentric Wealth Management
California
$202K -$40K -699 -17%
OP
681
ORG Partners
Indiana
$200K +$188K +3,284 New
FFA
682
Founders Financial Alliance
North Carolina
$188K +$5.5K +96 +3%
GFPC
683
Global Financial Private Client
Florida
$187K +$176K +3,065 New
WCAMG
684
Woodard & Company Asset Management Group
North Carolina
$186K +$175K +3,050 New
FCA
685
FinTrust Capital Advisors
South Carolina
$174K
CFO
686
CVA Family Office
Colorado
$171K
AW
687
Avion Wealth
Texas
$166K
GWANC
688
Guardian Wealth Advisors (North Carolina)
North Carolina
$153K
Citigroup
689
Citigroup
New York
$153K +$10.9K +191 +8%
PIAS
690
PCA Investment Advisory Services
Ohio
$143K -$94.2K -1,644 -41%
RCM
691
Raleigh Capital Management
North Carolina
$140K
OSNBOA
692
Old Second National Bank of Aurora
Illinois
$139K +$3.49K +61 +3%
PA
693
Parallel Advisors
California
$137K
AA
694
AlphaMark Advisors
Kentucky
$132K +$11.2K +195 +10%
CMP
695
Coston McIsaac & Partners
Maine
$130K +$34.5K +602 +39%
TWM
696
Tradition Wealth Management
Minnesota
$125K +$115 +2 +0.1%
CT
697
Colonial Trust
South Carolina
$125K -$3.15K -55 -3%
SMA
698
Sage Mountain Advisors
Georgia
$124K -$458 -8 -0.4%
CT
699
Cambridge Trust
Massachusetts
$119K
WAM
700
Worth Asset Management
Texas
$118K

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.