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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
SC
751
Stephens Consulting
Michigan
$42.7K
AA
752
Ancora Advisors
Ohio
$41.9K
Legacy Financial Group (Iowa)
753
Legacy Financial Group (Iowa)
Iowa
$41.4K +$42.8K +698 New
CHC
754
City Holding Co
West Virginia
$40.6K -$8.88K -145 -17%
RDIA
755
RE Dickinson Investment Advisors
Iowa
$38K +$4.1K +67 +12%
GI
756
Gradient Investments
Minnesota
$35.8K +$30.9K +505 +510%
LWA
757
Lowe Wealth Advisors
Maryland
$35K
HCM
758
Hollencrest Capital Management
California
$33.9K +$1.41K +23 +4%
SIS
759
Sound Income Strategies
Florida
$33.6K -$222K -3,623 -86%
IPW
760
Impact Partnership Wealth
Georgia
$32.2K -$362K -5,915 -92%
RG
761
Retirement Group
California
$29.6K
HL
762
HeadInvest LLC
Maine
$28.8K +$29.6K +483 New
ITIM
763
Indiana Trust & Investment Management
Indiana
$27.7K +$28.7K +468 New
PGAM
764
Princeton Global Asset Management
New Jersey
$25.5K
NSG
765
Nalls Sherbakoff Group
Tennessee
$23.7K
Bessemer Group
766
Bessemer Group
New Jersey
$22K +$22.7K +370 New
FMII
767
Farmers & Merchants Investments Inc
Nebraska
$20.8K
NIC
768
Northwest Investment Counselors
Oregon
$20.7K +$21.4K +350 New
HIA
769
Harbor Investment Advisory
Maryland
$20.6K
NRC
770
New Republic Capital
North Carolina
$20.5K -$26.8K -437 -56%
WWM
771
Wolff Wiese Magana
California
$20.5K
UB
772
UMB Bank
Missouri
$20.1K -$27.6K -450 -57%
VNA
773
Valley National Advisers
Pennsylvania
$20K
HPC
774
HM Payson & Co
Maine
$19.9K +$20.6K +336 New
IF
775
Integrity Financial
Wyoming
$19.6K +$184 +3 +0.9%

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.