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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
WAM
126
WFA Asset Management
Wisconsin
$13.4M +$389K +7,342 +3%
NL
127
Navalign LLC
California
$12.7M -$1.65M -31,112 -12%
PWPS
128
Pinnacle Wealth Planning Services
Ohio
$12.4M +$2.02M +38,150 +18%
BFEC
129
Benjamin F. Edwards & Company
Missouri
$12.2M -$492K -9,296 -4%
FAIM
130
Financial Advocates Investment Management
Washington
$12.2M +$3.45M +65,104 +42%
JP Morgan Chase
131
JP Morgan Chase
New York
$12.2M -$7.41K -140 -0.1%
FHC
132
First Heartland Consultants
Missouri
$11.9M -$374K -7,057 -3%
EFL
133
ERn Financial LLC
Wisconsin
$11.8M +$250K +4,715 +2%
CIC
134
Carnegie Investment Counsel
Ohio
$11.6M -$172K -3,252 -2%
ES
135
Eagle Strategies
New York
$11.4M +$1.11M +20,994 +11%
WMR
136
Wealth Management Resources
Rhode Island
$11.4M +$284K +5,370 +3%
SFG
137
Sunburst Financial Group
Alabama
$11.4M +$9.66M +182,476 +768%
VC
138
Vicus Capital
Pennsylvania
$11.4M +$583K +11,006 +6%
EWM
139
Echo Wealth Management
Minnesota
$11.2M -$1.94M -36,679 -15%
TFA
140
TPG Financial Advisors
Oregon
$11.1M +$514K +9,700 +5%
HFS
141
Horizon Financial Services
North Carolina
$11M -$634K -11,964 -6%
HA
142
Hofer & Associates
California
$11M -$44.7K -845 -0.4%
WFA
143
Wells Financial Advisors
Massachusetts
$10.5M -$33.7K -637 -0.3%
GWM
144
Geneos Wealth Management
Colorado
$10.2M +$2.06M +38,932 +27%
State Street
145
State Street
Massachusetts
$10.1M -$171K -3,226 -2%
MAM
146
MMA Asset Management
Pennsylvania
$10.1M +$9.64M +182,095 New
HG
147
Harbor Group
New Hampshire
$9.82M +$724K +13,678 +8%
TFCP
148
Twin Focus Capital Partners
Massachusetts
$9.78M +$635K +11,987 +7%
AWM
149
Apollon Wealth Management
South Carolina
$9.74M +$8.33M +157,344 +850%
BOPW
150
Brandywine Oak Private Wealth
Pennsylvania
$9.52M +$1.46M +27,539 +19%

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.