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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
Kayne Anderson Rudnick Investment Management
726
Kayne Anderson Rudnick Investment Management
California
$101K
MAM
727
Marquette Asset Management
Minnesota
$97.2K
FFA
728
Farther Finance Advisors
California
$95.9K +$60.9K +995 +160%
MWM
729
Mascoma Wealth Management
New Hampshire
$94.8K
PWMG
730
Prestige Wealth Management Group
New Jersey
$93.1K
GTAM
731
Global Trust Asset Management
Florida
$92K
TRCT
732
Tower Research Capital (TRC)
New York
$90.5K +$93.5K +1,527 New
LF
733
Lee Financial
Texas
$79.2K -$19.5K -318 -19%
SC
734
Sawyer & Company
Massachusetts
$79K +$81.6K +1,332 New
FRA
735
Front Row Advisors
California
$78.8K +$2.51K +41 +3%
CAL
736
Capital Advisors Ltd
Ohio
$70K
FHA
737
First Horizon Advisors
Tennessee
$67.7K +$12K +196 +21%
CTC
738
Central Trust Company
Missouri
$64.8K
CHA
739
Carmichael Hill & Associates
Maryland
$64.5K
CSC
740
Caldwell Sutter Capital
California
$59.3K
CA
741
Clearstead Advisors
Ohio
$57.4K +$35.8K +584 +152%
CTA
742
Colonial Trust Advisors
South Carolina
$57.4K -$306 -5 -0.5%
WAS
743
Winch Advisory Services
Wisconsin
$57K +$43.7K +714 +283%
AAG
744
Armstrong Advisory Group
Massachusetts
$53.4K -$48.8K -797 -47%
PCA
745
Providence Capital Advisors
North Carolina
$52.3K
WT
746
Whittier Trust
California
$51.5K +$53.2K +869 New
TC
747
Truvestments Capital
Florida
$50.8K
GWM
748
Grand Wealth Management
Michigan
$50.2K +$9.8K +160 +23%
BWL
749
Bogart Wealth LLC
Virginia
$44.6K +$3.06K +50 +7%
DSC
750
Duncker Streett & Co
Missouri
$44.5K

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.