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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
AWS
101
Atria Wealth Solutions
New York
$19.3M -$1.63M -30,816 -8%
AT
102
Arden Trust
Delaware
$19M +$18.2M +343,270 New
M&T Bank
103
M&T Bank
New York
$19M -$375K -7,079 -2%
OHIS
104
Oak Harvest Investment Services
Texas
$18.9M -$1.97M -37,115 -10%
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$18.7M +$2.45M +46,193 +16%
DC
106
Destiny Capital
Colorado
$17.3M +$361K +6,820 +2%
PPWM
107
PFG Private Wealth Management
Florida
$17.1M +$3.82M +72,063 +30%
QIM
108
Quest Investment Management
Oregon
$16.5M +$15.8M +298,713 New
ACA
109
Ackerman Capital Advisors
Texas
$16.4M -$670K -12,659 -4%
CF
110
Convergence Financial
Missouri
$16.3M +$1.11M +20,978 +8%
CWP
111
Concord Wealth Partners
Virginia
$16.2M -$25.4K -479 -0.2%
OWA
112
Octavia Wealth Advisors
Ohio
$16.2M -$2.4M -45,331 -13%
JFA
113
JNBA Financial Advisors
Minnesota
$15.7M +$410K +7,746 +3%
BTWM
114
Baker Tilly Wealth Management
Wisconsin
$15.5M -$3.34K -63 -0%
CC
115
Courier Capital
New York
$15.4M +$2.32M +43,807 +19%
KA
116
Kozak & Associates
Colorado
$15.3M -$145K -2,744 -1%
CWA
117
Choice Wealth Advisors
Maine
$15M +$349K +6,584 +2%
IGWM
118
ICA Group Wealth Management
Colorado
$14.9M +$5.32M +100,559 +60%
KWM
119
Kingsview Wealth Management
Oregon
$14.4M +$390K +7,374 +3%
DI
120
Diligent Investors
California
$14.1M +$73.4K +1,386 +0.5%
CWM
121
CCG Wealth Management
California
$14M -$30.5K -576 -0.2%
EWM
122
Executive Wealth Management
Michigan
$13.8M -$9.56M -180,548 -42%
VCP
123
Verus Capital Partners
Arizona
$13.6M +$550K +10,382 +4%
CAMV
124
Concord Asset Management (Virginia)
Virginia
$13.5M +$1.75M +33,091 +16%
KAS
125
Kestra Advisory Services
Texas
$13.4M -$15.1M -285,194 -54%

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.