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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
EWM
851
Empirical Wealth Management
Washington
-$268K -4,390 Closed
G
852
Gainplan
Michigan
-$267K -4,376 Closed
CIBC World Market
853
CIBC World Market
Ontario, Canada
-$263K -4,311 Closed
I
854
IMPACTfolio
Colorado
-$232K -3,800 Closed
HT
855
Headlands Technologies
Illinois
-$229K -3,748 Closed
FLPIM
856
F.L. Putnam Investment Management
Massachusetts
-$212K -3,472 Closed
CWM
857
Concentric Wealth Management
California
-$202K -3,310 Closed
CFO
858
CVA Family Office
Colorado
-$171K -2,801 Closed
PIAS
859
PCA Investment Advisory Services
Ohio
-$143K -2,340 Closed
WAM
860
Worth Asset Management
Texas
-$118K -1,930 Closed
TF
861
Tompkins Financial
New York
-$36.6K -600 Closed
SCA
862
Stonebridge Capital Advisors
Minnesota
-$25.4K -417 Closed
TWC
863
TD Waterhouse Canada
Ontario, Canada
-$21.6K -354 Closed
BNP Paribas Financial Markets
864
BNP Paribas Financial Markets
France
-$18.3K -300 Closed
ODG
865
O'Dell Group
Ohio
-$16.8K -275 Closed
HS
866
Horan Securities
United States
-$9.01K -148 Closed
TAM
867
Townsend Asset Management
North Carolina
-$7.44K -122 Closed
C
868
Covestor
United Kingdom
-$5K -75 Closed
FBC
869
Fairfield, Bush & Co
Connecticut
-$4.05K -66 Closed
BAAM
870
Baker Avenue Asset Management
California
-$2.44K -40 Closed
AC
871
AlphaCore Capital
California
-$2K -33 Closed
GGI
872
Godsey & Gibb Inc
Virginia
-$1.71K -28 Closed
WWMSC
873
Wagner Wealth Management (South Carolina)
South Carolina
-$1.65K -27 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.