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State Street SPDR Portfolio S&P 500 Growth ETF

799 hedge funds and large institutions have $13B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 340 increasing their positions, 271 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 33

93% more call options, than puts

Call options by funds: $12.4M | Put options by funds: $6.39M

25% more repeat investments, than reductions

Existing positions increased: 340 | Existing positions reduced: 271

13% more capital invested

Capital invested by funds: $11.5B → $13B (+$1.5B)

9% more funds holding in top 10

Funds holding in top 10: 127138 (+11)

5% more funds holding

Funds holding: 759799 (+40)

0.03% less ownership

Funds ownership: 73.67%73.64% (-0.03%)

Holders
799
Holders Change
+40
Holders Change %
+5.27%
% of All Funds
12.55%
Holding in Top 10
138
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+8.66%
% of All Funds
2.17%
New
83
Increased
340
Reduced
271
Closed
33
Calls
$12.4M
Puts
$6.39M
Net Calls
+$5.97M
Net Calls Change
-$4K
Name Holding Trade Value Shares
Change
Change in
Stake
GWSA
801
Global Wealth Strategies & Associates
Colorado
$30 -$14.8K -259 Closed
PAS
802
Park Avenue Securities
New York
-$7.98M -144,198 Closed
PWA
803
Providence Wealth Advisors
Illinois
-$3.92M -70,348 Closed
PPW
804
Parcion Private Wealth
Washington
-$3.16M -57,002 Closed
CPC
805
Consolidated Planning Corp
Georgia
-$2.72M -49,081 Closed
BAM
806
Belpointe Asset Management
Nevada
-$2.24M -40,429 Closed
SCI
807
Stableford Capital II
Arizona
-$1.96M -38,680 Closed
Millennium Management
808
Millennium Management
New York
-$1.98M -35,794 Closed
YIH
809
Y-Intercept (HK)
Hong Kong
-$1.83M -32,984 Closed
WA
810
Win Advisors
Florida
-$3.76M -20,642 Closed
CFA
811
Compass Financial Advisors
Indiana
-$1.1M -19,875 Closed
KF
812
Krilogy Financial
Missouri
-$550K -9,941 Closed
FAM
813
Formidable Asset Management
Ohio
-$307K -5,544 Closed
DAS
814
Dynamic Advisor Solutions
Arizona
-$245K -4,417 Closed
Fisher Asset Management
815
Fisher Asset Management
Washington
-$230K -4,150 Closed
VFA
816
Valeo Financial Advisors
Indiana
-$227K -4,094 Closed
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
-$153K -2,767 Closed
PAI
818
Pittenger & Anderson Inc
Nebraska
-$151K -2,726 Closed
HWA
819
Heritage Wealth Advisors
Virginia
-$65.4K -1,182 Closed
AWM
820
Accel Wealth Management
Iowa
-$59.6K -1,076 Closed
TWA
821
TCI Wealth Advisors
Arizona
-$20K -362 Closed
BTI
822
Blue Trust Inc
Georgia
-$16K -308 Closed
CFB
823
Cullen/Frost Bankers
Texas
-$15K -271 Closed
BlackRock
824
BlackRock
New York
-$15K -270 Closed
BA
825
Bellwether Advisors
Nebraska
-$11.6K -209 Closed

SPYG Hedge Fund Activity: Q2 2023 in Review

799 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2023, worth a combined $13B — up 13% from $11.5B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new SPYG positions and 33 closed out — a net gain of 50 holders — while 340 added to existing stakes and 271 trimmed.

The largest buyer was Allworth Financial, adding an estimated $403M. The largest seller was First Command Advisory Services, cutting an estimated $1.01B.

  • 799 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2023, up from 759 in Q1 2023.
  • Funds reported $13B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2023, up 13% quarter-over-quarter.
  • 83 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2023 and 33 closed out, a net change of +50 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2023 was Allworth Financial, an estimated $403M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2023 was First Command Advisory Services, an estimated $1.01B sold.

Based on aggregated 13F filings for Q2 2023.