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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
CAM
801
Chesapeake Asset Management
New York
$5.93K
TIM
802
Tortoise Investment Management
New York
$5.63K +$5.82K +95 New
APC
803
Aspire Private Capital
North Carolina
$5.63K +$5.82K +95 New
NMG
804
New Millennium Group
Utah
$5.25K -$674 -11 -11%
CWC
805
Carolinas Wealth Consulting
North Carolina
$4.51K
BWM
806
Baystate Wealth Management
Massachusetts
$3.69K -$11.5K -187 -75%
MA
807
Montag & Associates
Georgia
$3.37K
WBC
808
West Branch Capital
Massachusetts
$3.32K
FWA
809
FSC Wealth Advisors
New York
$3.26K +$3.37K +55 New
SSWM
810
Sheets Smith Wealth Management
North Carolina
$2.98K +$3.06K +50 New
BCMLT
811
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.56K
GM
812
GeoWealth Management
Illinois
$2K -$842K -13,739 -100%
HFS
813
Hantz Financial Services
Michigan
$2K
AAP
814
Arax Advisory Partners
Colorado
$1.96K -$15.4K -252 -88%
SIC
815
Salem Investment Counselors
North Carolina
$1.78K +$1.84K +30 New
TAM
816
Tucker Asset Management
Colorado
$1.78K -$31.2K -510 -94%
BF
817
BOK Financial
Oklahoma
$1.62K +$1.72K +28 New
PP
818
Pacifica Partners
Canada
$1.42K
Deutsche Bank
819
Deutsche Bank
Germany
$1.07K -$5.51K -90 -83%
FSWA
820
Financial Synergies Wealth Advisors
Texas
$949
LC
821
Lindbrook Capital
California
$889
CP
822
Castleview Partners
Texas
$415
HCP
823
Hexagon Capital Partners
Arkansas
$296
CPG
824
Cornerstone Planning Group
New Jersey
$119 -$18.8K -307 -99%
GWSA
825
Global Wealth Strategies & Associates
Colorado
$29

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.