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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
PP
826
PFS Partners
New Jersey
$20 -$3.37K -55 Closed
TAIM
827
TD Ameritrade Investment Management
Nebraska
-$24.5M -401,612 Closed
State Street
828
State Street
Massachusetts
-$10.7M -174,583 Closed
SAM
829
Securian Asset Management
Minnesota
-$6.94M -113,700 Closed
NWM
830
NEIRG Wealth Management
Massachusetts
-$5.7M -93,409 Closed
Susquehanna International Group
831
Susquehanna International Group
Pennsylvania
-$3.48M -56,829 Closed
E
832
Ergoteles
New York
-$3.25M -53,339 Closed
V
833
Veritable
Delaware
-$2.63M -43,175 Closed
PGF
834
Plan Group Financial
Oklahoma
-$2.03M -38,257 Closed
Marshall Wace
835
Marshall Wace
United Kingdom
-$2.19M -35,842 Closed
MSS
836
Mitchell Sinkler & Starr
Pennsylvania
-$1.79M -29,420 Closed
VWA
837
V Wealth Advisors
Kansas
-$1.43M -23,445 Closed
AWM
838
Axxcess Wealth Management
California
-$1.43M -23,395 Closed
PCM
839
Presidio Capital Management
California
-$1.43M -23,395 Closed
DA
840
Doliver Advisors
Texas
-$1.42M -23,305 Closed
RIM
841
Redwood Investment Management
Arizona
-$1.38M -22,621 Closed
RL
842
Retireful LLC
Michigan
-$766K -12,548 Closed
3F
843
360 Financial
Minnesota
-$648K -11,475 Closed
DADC
844
D.A. Davidson & Co
Montana
-$640K -10,489 Closed
CCA
845
Cadent Capital Advisors
Oklahoma
-$594K -9,738 Closed
APP
846
Avantax Planning Partners
Iowa
-$496K -8,124 Closed
BFG
847
Bleakley Financial Group
New Jersey
-$453K -7,421 Closed
CAM
848
Clark Asset Management
New Hampshire
-$420K -6,889 Closed
TI
849
Trexquant Investment
Connecticut
-$397K -6,507 Closed
BWM
850
Brown Wealth Management
Illinois
-$331K -5,425 Closed

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.