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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
FFS
51
Founders Financial Securities
Maryland
$46.1M +$5.23M +91,256 +14%
CCWA
52
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45.5M -$3.58M -62,451 -8%
KA
53
Klingman & Associates
New York
$45M -$121K -2,119 -0.3%
NA
54
Nottingham Advisors
New York
$44.7M -$1.68M -29,251 -4%
Mariner
55
Mariner
Kansas
$43.4M +$3.98M +69,478 +11%
SCM
56
SCS Capital Management
Massachusetts
$43.4M +$797K +13,918 +2%
TC
57
Trilogy Capital
California
$40.9M -$1.37M -23,874 -3%
MML Investors Services
58
MML Investors Services
Massachusetts
$40.5M +$5.54M +96,787 +17%
RWM
59
Reston Wealth Management
Virginia
$40.2M +$10.5M +183,867 +39%
FNT
60
First National Trust
Pennsylvania
$39.8M -$2.25M -39,198 -6%
RA
61
Rodgers & Associates
Pennsylvania
$39.5M +$528K +9,221 +1%
RJA
62
Raymond James & Associates
Florida
$38.7M +$461K +8,053 +1%
BCM
63
Brookstone Capital Management
Illinois
$38.1M +$2.91M +50,784 +9%
JMPWA
64
JP Morgan Private Wealth Advisors
California
$37.6M +$1.33M +23,228 +4%
FPIS
65
Financial Planning & Information Services
Wisconsin
$35.7M -$3.7M -64,672 -10%
ETS
66
ESL Trust Services
New York
$35.5M +$9.22K +161 +0%
AIA
67
Alera Investment Advisors
Illinois
$34.6M -$246K -4,297 -0.8%
BSG
68
Black Swift Group
Colorado
$34.1M +$28.1M +490,758 +725%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$33.8M +$3.96M +69,101 +14%
PIA
70
Perennial Investment Advisors
California
$33.5M +$4.58M +79,995 +17%
FWM
71
FFT Wealth Management
Pennsylvania
$32.8M -$295K -5,148 -0.9%
EWA
72
ERTS Wealth Advisors
Michigan
$32.2M -$1.73M -30,231 -5%
Cambridge Investment Research Advisors
73
Cambridge Investment Research Advisors
Iowa
$31.8M +$2.59M +45,180 +9%
CFG
74
Compton Financial Group
Maryland
$31.7M +$692K +12,073 +2%
MD
75
Money Design
Japan
$31M -$5.67M -99,014 -16%

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.