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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
CA
701
Clearstead Advisors
Ohio
$21.3K -$110K -2,086 -84%
GAG
702
Goodman Advisory Group
Massachusetts
$20.4K +$11.8K +222 +152%
TWA
703
TCI Wealth Advisors
Arizona
$20K +$53 +1 +0.3%
TWC
704
TD Waterhouse Canada
Ontario, Canada
$19.7K
HIA
705
Harbor Investment Advisory
Maryland
$19.2K
WWM
706
Wolff Wiese Magana
California
$19.1K
VNA
707
Valley National Advisers
Pennsylvania
$19K -$1.7K -32 -9%
IF
708
Integrity Financial
Wyoming
$18.1K -$212 -4 -1%
BTI
709
Blue Trust Inc
Georgia
$16K +$11.2K +212 +221%
MA
710
MCF Advisors
Kentucky
$15.7K
CFB
711
Cullen/Frost Bankers
Texas
$15K
BlackRock
712
BlackRock
New York
$15K -$47.2M -891,776 -100%
CAM
713
Costello Asset Management
Pennsylvania
$14.8K
GWSA
714
Global Wealth Strategies & Associates
Colorado
$14.4K +$5.45K +103 +66%
GGI
715
Godsey & Gibb Inc
Virginia
$14.3K -$1.32K -25 -9%
WAS
716
Winch Advisory Services
Wisconsin
$14K
BWM
717
Baystate Wealth Management
Massachusetts
$13.8K +$2.44K +46 +23%
AAP
718
Arax Advisory Partners
Colorado
$12.9K +$8.1K +153 +191%
JWM
719
Janiczek Wealth Management
Colorado
$12.4K
PPFA
720
Provida Pension Fund Administrator
Chile
$12.3K
WIM
721
Westside Investment Management
California
$12.2K
BA
722
Bellwether Advisors
Nebraska
$11.6K
National Bank of Canada
723
National Bank of Canada
Quebec, Canada
$11.1K -$8.95K -169 -46%
PB
724
Pinnacle Bancorp
Nebraska
$11.1K
EW
725
Element Wealth
Mississippi
$11.1K +$10.6K +200 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.