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State Street SPDR Portfolio S&P 500 Growth ETF

759 hedge funds and large institutions have $11.5B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 72 funds opening new positions, 328 increasing their positions, 259 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $16.2M | Put options by funds: $10.2M

47% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 49

27% more repeat investments, than reductions

Existing positions increased: 328 | Existing positions reduced: 259

0.41% more ownership

Funds ownership: 73.26%73.67% (+0.41%)

0% more funds holding

Funds holding: 756759 (+3)

2% less funds holding in top 10

Funds holding in top 10: 130127 (-3)

11% less capital invested

Capital invested by funds: $12.9B → $11.5B (-$1.4B)

Holders
759
Holders Change
+3
Holders Change %
+0.4%
% of All Funds
12.1%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.02%
New
72
Increased
328
Reduced
259
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$26.4M +$2M +37,677 +9%
RWM
77
Reston Wealth Management
Virginia
$26.3M +$1.47M +27,669 +6%
TAIM
78
TD Ameritrade Investment Management
Nebraska
$26.3M -$6.42M -121,306 -20%
PIA
79
Perennial Investment Advisors
California
$26M +$24.9M +469,677 New
GVAG
80
Great Valley Advisor Group
Delaware
$25.3M +$2.05M +38,708 +9%
NB
81
Nicolet Bankshares
Wisconsin
$25M +$200K +3,785 +0.8%
Stifel Financial
82
Stifel Financial
Missouri
$24.8M -$5.42M -102,342 -19%
AIG
83
American International Group
New York
$24.4M +$13.7M +259,100 +143%
IWM
84
IHT Wealth Management
Illinois
$24.1M +$476K +8,998 +2%
MFG
85
Merit Financial Group
Georgia
$23.2M -$3.52M -66,458 -14%
MCM
86
Mainstay Capital Management
Michigan
$22.7M +$468K +8,841 +2%
RA
87
Riversedge Advisors
Delaware
$22.6M +$511K +9,651 +2%
CSPAM
88
Cary Street Partners Asset Management
Virginia
$22M +$430K +8,111 +2%
WH
89
Whitcomb & Hess
Ohio
$22M +$235K +4,446 +1%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$22M +$2.67M +50,459 +15%
EDRIA
91
Edmonds Duncan Registered Investment Advisors
Kansas
$21.4M +$168K +3,181 +0.8%
IFPL
92
Investments & Financial Planning LLC
Kentucky
$21.1M +$380K +7,169 +2%
IWA
93
Inspirion Wealth Advisors
Illinois
$21M -$600K -11,327 -3%
SFM
94
Signet Financial Management
New Jersey
$20.7M +$859K +16,223 +5%
Cerity Partners
95
Cerity Partners
New York
$20.6M +$9.32K +176 +0.3%
OCM
96
One Capital Management
California
$20.5M +$2.86M +53,978 +17%
GWAG
97
Garrett Wealth Advisory Group
Texas
$20.3M +$464K +8,761 +2%
Prudential Financial
98
Prudential Financial
New Jersey
$19.7M +$7.67M +144,754 +63%
Truist Financial
99
Truist Financial
North Carolina
$19.6M +$376K +7,101 +2%
SF
100
Symphony Financial
Texas
$19.4M +$79.6K +1,503 +0.4%

SPYG Hedge Fund Activity: Q1 2023 in Review

759 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2023, worth a combined $11.5B — down 11% from $12.9B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new SPYG positions and 49 closed out — a net gain of 23 holders — while 328 added to existing stakes and 259 trimmed.

The largest buyer was First Command Advisory Services, adding an estimated $385M. The largest seller was Bank of America, cutting an estimated $73.3M.

  • 759 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2023, up from 756 in Q4 2022.
  • Funds reported $11.5B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2023, down 11% quarter-over-quarter.
  • 72 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2023 and 49 closed out, a net change of +23 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2023 was First Command Advisory Services, an estimated $385M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2023 was Bank of America, an estimated $73.3M sold.

Based on aggregated 13F filings for Q1 2023.