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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
VCP
126
Verus Capital Partners
Arizona
$18.3M +$4.08M +66,528 +27%
BWFA
127
Baltimore-Washington Financial Advisors
Maryland
$17.8M +$1.43M +23,270 +8%
IGWM
128
ICA Group Wealth Management
Colorado
$17.4M +$532K +8,685 +3%
KWM
129
Kingsview Wealth Management
Oregon
$17.4M +$1.96M +32,077 +12%
AT
130
Arden Trust
Delaware
$17.2M -$3.95M -64,423 -18%
OWA
131
Octavia Wealth Advisors
Ohio
$17.1M -$737K -12,034 -4%
SCA
132
Snowden Capital Advisors
New York
$17M -$991K -16,173 -5%
EWM
133
Executive Wealth Management
Michigan
$16.8M -$633K -10,333 -4%
9WM
134
9258 Wealth Management
Ohio
$16.8M +$1.87M +30,481 +12%
BTWM
135
Baker Tilly Wealth Management
Wisconsin
$16.7M +$464K +7,579 +3%
Truist Financial
136
Truist Financial
North Carolina
$16.4M +$877K +14,319 +5%
WAM
137
WFA Asset Management
Wisconsin
$16.2M +$1.09M +17,820 +7%
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$16.2M +$9.17M +149,639 +120%
HWP
139
Hibernia Wealth Partners
Louisiana
$16.1M +$16.6M +271,674 New
KA
140
Kozak & Associates
Colorado
$15.8M -$718K -11,729 -4%
CWM
141
CCG Wealth Management
California
$15.5M +$255K +4,162 +2%
CWA
142
Choice Wealth Advisors
Maine
$15.1M -$367K -5,989 -2%
MA
143
Mutual Advisors
Nebraska
$15M +$12.4M +202,184 +397%
CA
144
CGN Advisors
Kansas
$14.9M +$5.11M +83,468 +50%
MAM
145
MMA Asset Management
Pennsylvania
$14.1M +$3.13M +51,070 +27%
Mirae Asset Global Investments
146
Mirae Asset Global Investments
South Korea
$14.1M -$233K -3,800 -2%
CWP
147
Concord Wealth Partners
Virginia
$14M -$1.87M -30,472 -11%
GWM
148
Geneos Wealth Management
Colorado
$14M +$1.58M +25,808 +12%
ES
149
Eagle Strategies
New York
$13.7M +$776K +12,667 +6%
SFG
150
Sunburst Financial Group
Alabama
$13.7M +$872K +14,238 +7%

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.