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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
OSAM
701
O'Shaughnessy Asset Management
Connecticut
$114K +$20.1K +351 +23%
CSWM
702
Cassady Schiller Wealth Management
Ohio
$110K
FWP
703
FAS Wealth Partners
Kansas
$110K -$523K -9,122 -84%
FA
704
Faithward Advisors
Pennsylvania
$110K
MFA
705
Morling Financial Advisors
California
$109K +$286 +5 +0.3%
NCM
706
Northwest Capital Management
Oregon
$109K +$102K +1,780 New
Kayne Anderson Rudnick Investment Management
707
Kayne Anderson Rudnick Investment Management
California
$104K +$97.6K +1,703 New
AAG
708
Armstrong Advisory Group
Massachusetts
$104K -$104K -1,823 -52%
LF
709
Lee Financial
Texas
$101K +$57 +1 +0.1%
PO
710
Private Ocean
California
$100K -$206K -3,595 -69%
MAM
711
Marquette Asset Management
Minnesota
$100K
BLC
712
Brown, Lisle/Cummings
Rhode Island
$99.4K
MWM
713
Mascoma Wealth Management
New Hampshire
$98.2K
PWMG
714
Prestige Wealth Management Group
New Jersey
$95.8K
GTAM
715
Global Trust Asset Management
Florida
$94.7K -$2.92K -51 -3%
FMTCOCP
716
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$81K +$25K +436 +48%
CG
717
Cutler Group
California
$80K +$75.4K +1,317 New
FRA
718
Front Row Advisors
California
$79K
CAL
719
Capital Advisors Ltd
Ohio
$72K
CTC
720
Central Trust Company
Missouri
$66.7K
CHA
721
Carmichael Hill & Associates
Maryland
$66.4K
CSC
722
Caldwell Sutter Capital
California
$61K
CTA
723
Colonial Trust Advisors
South Carolina
$59.4K
FHA
724
First Horizon Advisors
Tennessee
$57.7K -$5.16K -90 -9%
PCA
725
Providence Capital Advisors
North Carolina
$53.9K

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.