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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
LP
76
LGL Partners
Pennsylvania
$31M +$90.1K +1,572 +0.3%
NA
77
NewEdge Advisors
Louisiana
$31M -$369K -6,437 -1%
LFPWM
78
Leicht Financial Planning & Wealth Management
New Jersey
$30.5M +$9.25M +161,544 +48%
T
79
TrueFG
Texas
$30M -$1.41M -24,611 -5%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$29.3M +$4.8M +83,751 +21%
MWPCG
81
Measured Wealth Private Client Group
New Hampshire
$28.7M -$6.51M -113,697 -19%
Prudential Financial
82
Prudential Financial
New Jersey
$26.6M +$7.45M +130,130 +35%
NB
83
Nicolet Bankshares
Wisconsin
$26.3M -$1.15M -20,137 -4%
IWM
84
IHT Wealth Management
Illinois
$26M -$476K -8,305 -2%
JFA
85
JNBA Financial Advisors
Minnesota
$26M +$8.18M +142,836 +51%
Stifel Financial
86
Stifel Financial
Missouri
$25.4M -$1.78M -31,056 -7%
RA
87
Riversedge Advisors
Delaware
$25.1M +$220K +3,837 +0.9%
TAIM
88
TD Ameritrade Investment Management
Nebraska
$24.5M -$4.2M -73,324 -15%
MFG
89
Merit Financial Group
Georgia
$24.4M -$1.03M -18,021 -4%
WH
90
Whitcomb & Hess
Ohio
$24.2M -$23.8K -415 -0.1%
FCAS
91
First Command Advisory Services
Texas
$24.1M -$1.01B -17,716,652 -98%
EDRIA
92
Edmonds Duncan Registered Investment Advisors
Kansas
$24M +$393K +6,859 +2%
JP Morgan Chase
93
JP Morgan Chase
New York
$23.6M +$9.62M +167,876 +76%
SFM
94
Signet Financial Management
New Jersey
$23.4M +$537K +9,375 +3%
IFPL
95
Investments & Financial Planning LLC
Kentucky
$23.3M +$3.09K +54 +0%
GKWIM
96
Gerber Kawasaki Wealth & Investment Management
California
$23M +$19.4M +339,189 +901%
OCM
97
One Capital Management
California
$22.9M +$239K +4,170 +1%
IWA
98
Inspirion Wealth Advisors
Illinois
$22.9M -$279K -4,863 -1%
PFS
99
Prospera Financial Services
Texas
$22.8M +$16.2M +283,052 +315%
GWAG
100
Garrett Wealth Advisory Group
Texas
$22.7M +$316K +5,514 +2%

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.