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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
TC
51
Trilogy Capital
California
$37.9M -$353K -6,659 -1%
KW
52
KWB Wealth
California
$37.8M +$609K +11,500 +2%
FFS
53
Founders Financial Securities
Maryland
$36.8M +$8.64M +163,142 +33%
FPIS
54
Financial Planning & Information Services
Wisconsin
$36M +$106K +2,005 +0.3%
Mariner
55
Mariner
Kansas
$35.6M +$176K +3,329 +0.5%
RA
56
Rodgers & Associates
Pennsylvania
$35.3M +$1.84M +34,658 +6%
RJA
57
Raymond James & Associates
Florida
$34.7M -$895K -16,894 -3%
MD
58
Money Design
Japan
$33.7M +$2.68M +50,680 +9%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$32.8M -$10.5M -198,972 -25%
BCM
60
Brookstone Capital Management
Illinois
$32.5M +$27.8M +524,654 +921%
MWPCG
61
Measured Wealth Private Client Group
New Hampshire
$32.3M -$161K -3,040 -0.5%
ETS
62
ESL Trust Services
New York
$32.2M +$418K +7,885 +1%
AIA
63
Alera Investment Advisors
Illinois
$31.6M -$1.16M -21,851 -4%
MML Investors Services
64
MML Investors Services
Massachusetts
$31.4M -$1.11M -20,880 -4%
EWA
65
ERTS Wealth Advisors
Michigan
$30.9M -$7.93M -149,673 -21%
FWM
66
FFT Wealth Management
Pennsylvania
$30.1M +$574K +10,838 +2%
AAS
67
Ameritas Advisory Services
Nebraska
$29.6M -$2.75M -51,982 -9%
FHA
68
Flagship Harbor Advisors
Massachusetts
$29.1M +$4.03M +76,084 +17%
T
69
TrueFG
Texas
$28.5M +$1.29M +24,303 +5%
NA
70
NewEdge Advisors
Louisiana
$28.3M -$901K -17,007 -3%
CFG
71
Compton Financial Group
Maryland
$28.1M +$613K +11,571 +2%
LP
72
LGL Partners
Pennsylvania
$28.1M +$88.5K +1,672 +0.3%
Goldman Sachs
73
Goldman Sachs
New York
$27.7M -$716K -13,521 -3%
Creative Planning
74
Creative Planning
Kansas
$27.7M +$986K +18,621 +4%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$26.9M +$757K +14,302 +3%

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.