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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
Simplex Trading
776
Simplex Trading
Illinois
-$365K -7,207 Closed
AW
777
Atlas Wealth
Ohio
-$338K -6,664 Closed
TI
778
Trexquant Investment
Connecticut
-$320K -6,319 Closed
SAG
779
SageView Advisory Group
California
-$304K -6,007 Closed
SFS
780
Stiles Financial Services
Minnesota
-$314K -5,954 Closed
ATPW
781
Ashton Thomas Private Wealth
Arizona
-$263K -5,190 Closed
LSA
782
Lion Street Advisors
Texas
-$355K -5,085 Closed
SIA
783
Schechter Investment Advisors
Michigan
-$233K -4,590 Closed
D
784
Diversified
Delaware
-$221K -4,353 Closed
SW
785
SMART Wealth
Nebraska
-$209K -4,133 Closed
AWM
786
Avitas Wealth Management
California
-$206K -4,067 Closed
PC
787
Permanens Capital
New York
-$137K -2,698 Closed
WCAMG
788
Woodard & Company Asset Management Group
North Carolina
-$94K -1,856 Closed
MFT
789
Moisand Fitzgerald Tamayo
Florida
-$88.5K -1,747 Closed
OWA
790
One Wealth Advisors
California
-$83.1K -1,640 Closed
BC
791
Bartlett & Co
Ohio
-$78K -1,541 Closed
BCWM
792
Bartlett & Co Wealth Management
Ohio
-$78.1K -1,541 Closed
AWM
793
Accurate Wealth Management
Florida
-$70.3K -1,378 Closed
RBC
794
Romano Brothers & Co
Illinois
-$55.7K -1,100 Closed
PIMG
795
Patriot Investment Management Group
Tennessee
-$51.8K -966 Closed
JAWM
796
J. Arnold Wealth Management
Ohio
-$43.4K -857 Closed
USCWA
797
U.S. Capital Wealth Advisors
Texas
-$38.8K -766 Closed
KOMWMG
798
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$21K -411 Closed
AF
799
Affiance Financial
Minnesota
-$11.2K -221 Closed
FMII
800
Farmers & Merchants Investments Inc
Nebraska
-$10K -198 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.