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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
MAS
676
Madden Advisory Services
Florida
$235K -$674 -11 -0.3%
S
677
SignatureFD
Georgia
$235K -$2.45K -40 -1%
FMWA
678
Forvis Mazars Wealth Advisors
Missouri
$235K -$60.7K -991 -20%
DSA
679
Droms Strauss Advisors
Missouri
$234K
CW
680
Channel Wealth
California
$232K -$42.5K -694 -15%
C1AG
681
Client 1st Advisory Group
Florida
$232K
CBFP
682
Cedar Brook Financial Partners
Ohio
$232K -$18.1K -295 -7%
DCM
683
Donaldson Capital Management
Indiana
$229K -$37.8K -617 -14%
RJT
684
Raymond James Trust
Florida
$228K
Empower Advisory Group
685
Empower Advisory Group
Colorado
$226K -$88.3K -1,442 -27%
PWM
686
Perigon Wealth Management
California
$226K +$234K +3,815 New
PA
687
Procyon Advisors
Connecticut
$225K +$12.1K +197 +5%
CPIA
688
Cornell Pochily Investment Advisors
New York
$225K +$232K +3,791 New
DL
689
DOHJ LLC
Washington
$224K +$674 +11 +0.3%
KTA
690
Keeley-Teton Advisors
Illinois
$222K
FPW
691
Flagship Private Wealth
Massachusetts
$221K +$24.9K +406 +12%
FFA
692
Founders Financial Alliance
North Carolina
$220K +$39.4K +644 +21%
SFG
693
Snider Financial Group
Washington
$219K -$10.7K -174 -4%
B
694
Bailard
California
$218K +$226K +3,683 New
FNC
695
First National Corp
Massachusetts
$217K
KLI
696
Kelman-Lazarov Inc
Tennessee
$217K
OW
697
Olistico Wealth
Oklahoma
$204K
ISWM
698
Independent Solutions Wealth Management
New York
$204K -$613K -10,013 -74%
D
699
Diversified
Delaware
$202K +$368 +6 +0.2%
OFS
700
OneAscent Financial Services
Alabama
$201K +$208K +3,393 New

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.