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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
TCM
776
TD Capital Management
Tennessee
$19.5K +$16.5K +269 +456%
BWS
777
Buck Wealth Strategies
Colorado
$18.6K +$19.2K +313 New
MA
778
MCF Advisors
Kentucky
$16.8K
National Bank of Canada
779
National Bank of Canada
Quebec, Canada
$15.9K +$4.29K +70 +35%
CAM
780
Costello Asset Management
Pennsylvania
$15.8K
PPFA
781
Provida Pension Fund Administrator
Chile
$13.3K
JWM
782
Janiczek Wealth Management
Colorado
$13.1K
WIM
783
Westside Investment Management
California
$13K
TCOV
784
Trust Company of Vermont
Vermont
$12.7K +$13.2K +215 New
EW
785
Element Wealth
Mississippi
$11.9K
PB
786
Pinnacle Bancorp
Nebraska
$11.9K
BSB
787
Bangor Savings Bank
Maine
$11.8K +$6.06K +99 +98%
TFG
788
Team Financial Group
California
$11.4K +$11.8K +192 New
AWM
789
Abound Wealth Management
Tennessee
$9.82K +$61 +1 +0.6%
WT
790
Washington Trust
Rhode Island
$9.48K -$22.4K -365 -70%
HWM
791
Horizons Wealth Management
North Carolina
$9.37K -$490 -8 -5%
MIM
792
Macroview Investment Management
Maryland
$9.16K -$37.7K -615 -80%
FDCDDQ
793
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.89K
NRG
794
Nemes Rush Group
Michigan
$8K
RF
795
Robinswood Financial
Washington
$7.71K +$7.96K +130 New
PCFFS
796
Pacific Center for Financial Services
California
$7.09K +$61 +1 +0.8%
ASBI
797
American State Bank (Iowa)
Iowa
$7.05K
PCM
798
Penserra Capital Management
California
$7K -$12.9K -211 -64%
PWMG
799
Provence Wealth Management Group
California
$6.7K +$6.92K +113 New
TCA
800
Trifecta Capital Advisors
Illinois
$5.98K +$6.19K +101 New

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.