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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
FPIS
76
Financial Planning & Information Services
Wisconsin
$33.3M -$1.47M -23,917 -4%
AIA
77
Alera Investment Advisors
Illinois
$32.7M -$979K -15,981 -3%
BSG
78
Black Swift Group
Colorado
$32.1M -$1.08M -17,591 -3%
PIA
79
Perennial Investment Advisors
California
$32M -$566K -9,233 -2%
FWM
80
FFT Wealth Management
Pennsylvania
$32M +$96.5K +1,575 +0.3%
NA
81
NewEdge Advisors
Louisiana
$31.6M +$1.59M +25,993 +5%
LP
82
LGL Partners
Pennsylvania
$30.2M +$91.3K +1,490 +0.3%
BCM
83
Brookstone Capital Management
Illinois
$30.2M -$7.7M -125,714 -20%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$29.8M -$1.12M -18,362 -4%
LFPWM
85
Leicht Financial Planning & Wealth Management
New Jersey
$29.3M -$309K -5,049 -1%
T
86
TrueFG
Texas
$29.1M +$16.8K +274 +0.1%
AAS
87
Ameritas Advisory Services
Nebraska
$29.1M +$28.5M +465,213 +1,868%
IWM
88
IHT Wealth Management
Illinois
$28.5M +$3.34M +54,541 +13%
TCM
89
Tradewinds Capital Management
Washington
$28.2M +$29.2M +476,010 New
IWC
90
Integrated Wealth Concepts
Massachusetts
$28.2M +$9.87M +161,181 +51%
JP Morgan Chase
91
JP Morgan Chase
New York
$27.9M +$5.13M +83,691 +22%
MWPCG
92
Measured Wealth Private Client Group
New Hampshire
$27.6M -$248K -4,044 -0.9%
Wealth Enhancement Advisory Services
93
Wealth Enhancement Advisory Services
Minnesota
$26.6M +$27.5M +449,522 New
BWM
94
Boyd Wealth Management
California
$26.4M +$19.7M +320,904 +258%
NB
95
Nicolet Bankshares
Wisconsin
$25.8M +$217K +3,546 +0.8%
HP
96
Hilltop Partners
Indiana
$25.5M +$4.53M +73,928 +21%
SWP
97
Strategic Wealth Partners
Ohio
$25.1M +$26M +423,677 New
MD
98
Money Design
Japan
$24.7M -$5.6M -91,442 -18%
MFG
99
Merit Financial Group
Georgia
$24.7M +$952K +15,537 +4%
Stifel Financial
100
Stifel Financial
Missouri
$24.4M -$342K -5,589 -1%

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.