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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
WWMSC
751
Wagner Wealth Management (South Carolina)
South Carolina
$1.5K +$1.43K +27 New
PP
752
Pacifica Partners
Canada
$1.33K
RDIA
753
RE Dickinson Investment Advisors
Iowa
$1K +$635 +12 New
FSWA
754
Financial Synergies Wealth Advisors
Texas
$886
LC
755
Lindbrook Capital
California
$830
CP
756
Castleview Partners
Texas
$388
HCP
757
Hexagon Capital Partners
Arkansas
$277
TCM
758
Tradewinds Capital Management
Washington
$222 -$7.15K -135 -97%
GFWA
759
Grey Fox Wealth Advisors
Delaware
$55
BFA
760
BMS Financial Advisors
South Dakota
-$13M -179,256 Closed
CWA
761
Clarus Wealth Advisors
Arizona
-$3.22M -63,088 Closed
CI
762
Cavalier Investments
Georgia
-$2.6M -51,352 Closed
GC
763
Grimes & Company
Massachusetts
-$2.05M -40,398 Closed
VFPI
764
Vantage Financial Partners (Illinois)
Illinois
-$1.47M -28,952 Closed
Jane Street
765
Jane Street
New York
-$1.4M -27,534 Closed
AAM
766
AMI Asset Management
California
-$1.35M -26,682 Closed
BF
767
BOK Financial
Oklahoma
-$1.21M -23,792 Closed
LC
768
Legacy CG
Texas
-$949K -18,727 Closed
RWA
769
Redhawk Wealth Advisors
Minnesota
-$747K -14,745 Closed
Wealth Enhancement Advisory Services
770
Wealth Enhancement Advisory Services
Minnesota
-$666K -12,630 Closed
EFS
771
Econ Financial Services
Pennsylvania
-$510K -10,065 Closed
TSS
772
Two Sigma Securities
New York
-$500K -9,874 Closed
LCM
773
Leisure Capital Management
California
-$445K -8,775 Closed
VCM
774
Virtue Capital Management
Tennessee
-$425K -8,396 Closed
KCM
775
Kennicott Capital Management
California
-$389K -7,675 Closed

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.