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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
GFPC
701
Global Financial Private Client
Florida
$183K
UOTTAIMCU
702
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$169K +$175K +2,859 New
OP
703
ORG Partners
Indiana
$163K -$32.9K -537 -16%
AA
704
AlphaMark Advisors
Kentucky
$160K +$32.8K +535 +25%
FMTCOCP
705
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$153K +$76.3K +1,246 +93%
AW
706
Avion Wealth
Texas
$151K -$11.1K -181 -7%
GWANC
707
Guardian Wealth Advisors (North Carolina)
North Carolina
$149K
CSWM
708
Cassady Schiller Wealth Management
Ohio
$146K +$40.6K +663 +37%
OSNBOA
709
Old Second National Bank of Aurora
Illinois
$145K +$9.56K +156 +7%
RCM
710
Raleigh Capital Management
North Carolina
$136K
PA
711
Parallel Advisors
California
$133K
JFGIW
712
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K -$92.3K -1,507 -42%
TWM
713
Tradition Wealth Management
Minnesota
$122K +$123 +2 +0.1%
SMA
714
Sage Mountain Advisors
Georgia
$119K -$919 -15 -0.7%
EG
715
Ellerson Group
Maryland
$119K +$123K +2,000 New
CT
716
Colonial Trust
South Carolina
$118K -$3K -49 -2%
NCM
717
Northwest Capital Management
Oregon
$118K +$12.7K +207 +12%
BCM
718
BluePath Capital Management
Georgia
$117K +$121K +1,980 New
CMP
719
Coston McIsaac & Partners
Maine
$117K -$9.86K -161 -8%
CT
720
Cambridge Trust
Massachusetts
$116K
FWP
721
FAS Wealth Partners
Kansas
$111K +$4.17K +68 +4%
FA
722
Faithward Advisors
Pennsylvania
$110K
PO
723
Private Ocean
California
$109K +$11.8K +192 +12%
MFA
724
Morling Financial Advisors
California
$106K
BLC
725
Brown, Lisle/Cummings
Rhode Island
$106K +$9.19K +150 +9%

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.