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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
CWP
126
Concord Wealth Partners
Virginia
$16.3M -$1.48M -25,922 -9%
Truist Financial
127
Truist Financial
North Carolina
$16.1M -$5.17M -90,270 -26%
KWM
128
Kingsview Wealth Management
Oregon
$16M +$114K +1,997 +0.8%
CWA
129
Choice Wealth Advisors
Maine
$15.9M -$610K -10,655 -4%
CWM
130
CCG Wealth Management
California
$15.7M +$295K +5,149 +2%
WMR
131
Wealth Management Resources
Rhode Island
$15.7M +$1.02M +17,806 +9%
WAM
132
WFA Asset Management
Wisconsin
$15.6M +$789K +13,770 +6%
9WM
133
9258 Wealth Management
Ohio
$15.4M +$5.78M +100,957 +67%
DI
134
Diligent Investors
California
$15M -$492K -8,596 -3%
VCP
135
Verus Capital Partners
Arizona
$14.8M -$198K -3,460 -1%
Mirae Asset Global Investments
136
Mirae Asset Global Investments
South Korea
$14.7M +$13.8M +241,440 New
HA
137
Hofer & Associates
California
$13.7M +$472K +8,247 +4%
NL
138
Navalign LLC
California
$13.6M -$377K -6,577 -3%
GVAG
139
Great Valley Advisor Group
Delaware
$13.4M -$13.6M -236,764 -52%
ES
140
Eagle Strategies
New York
$13.3M +$645K +11,267 +5%
SFG
141
Sunburst Financial Group
Alabama
$13.2M +$568K +9,924 +5%
CIC
142
Carnegie Investment Counsel
Ohio
$13.2M +$386K +6,741 +3%
PCIA
143
Prime Capital Investment Advisors
Kansas
$13.1M +$11.8M +206,116 +2,537%
EFL
144
ERn Financial LLC
Wisconsin
$13M -$12.3K -215 -0.1%
TFA
145
TPG Financial Advisors
Oregon
$12.8M +$553K +9,648 +5%
GWM
146
Geneos Wealth Management
Colorado
$12.8M +$1.49M +26,046 +14%
VC
147
Vicus Capital
Pennsylvania
$12.7M +$140K +2,446 +1%
CAMV
148
Concord Asset Management (Virginia)
Virginia
$12.6M -$2.09M -36,435 -15%
BOPW
149
Brandywine Oak Private Wealth
Pennsylvania
$12.5M +$1.91M +33,299 +19%
FHC
150
First Heartland Consultants
Missouri
$12.5M -$607K -10,588 -5%

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.