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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
TC
726
Truvestments Capital
Florida
$52.3K -$1.03K -18 -2%
CHC
727
City Holding Co
West Virginia
$50.6K
UB
728
UMB Bank
Missouri
$48.1K
NRC
729
New Republic Capital
North Carolina
$47.8K -$7.91K -138 -15%
MIM
730
Macroview Investment Management
Maryland
$47K -$11.5K -201 -21%
DSC
731
Duncker Streett & Co
Missouri
$45.8K
SC
732
Stephens Consulting
Michigan
$43.9K
AA
733
Ancora Advisors
Ohio
$43.1K
BWL
734
Bogart Wealth LLC
Virginia
$42.8K +$229 +4 +0.6%
GWM
735
Grand Wealth Management
Michigan
$41.9K +$39.3K +686 New
FFA
736
Farther Finance Advisors
California
$38K +$11.3K +198 +47%
TF
737
Tompkins Financial
New York
$36.6K
LWA
738
Lowe Wealth Advisors
Maryland
$36.1K
RDIA
739
RE Dickinson Investment Advisors
Iowa
$35K +$32.5K +567 +4,725%
HCM
740
Hollencrest Capital Management
California
$33.5K +$2.81K +49 +10%
TAM
741
Tucker Asset Management
Colorado
$32.9K +$28K +489 +959%
WT
742
Washington Trust
Rhode Island
$32K +$30.1K +525 New
RG
743
Retirement Group
California
$30.5K
PGAM
744
Princeton Global Asset Management
New Jersey
$26.2K
SCA
745
Stonebridge Capital Advisors
Minnesota
$25.4K +$23.9K +417 New
CA
746
Clearstead Advisors
Ohio
$23.4K
NSG
747
Nalls Sherbakoff Group
Tennessee
$23K
TWC
748
TD Waterhouse Canada
Ontario, Canada
$21.6K
FMII
749
Farmers & Merchants Investments Inc
Nebraska
$21.4K +$20.1K +351 New
HIA
750
Harbor Investment Advisory
Maryland
$21.2K

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.