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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
IWC
151
Integrated Wealth Concepts
Massachusetts
$9.39M +$7.85M +148,281 +696%
CWM
152
CarsonAllaria Wealth Management
Illinois
$9.35M +$224K +4,224 +3%
PFGIA
153
Patriot Financial Group Insurance Agency
Massachusetts
$9.19M +$438K +8,267 +5%
MFA
154
Millington Financial Advisors
Illinois
$9.16M +$101K +1,910 +1%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$9.06M +$613K +11,569 +8%
NECFA
156
New England Capital Financial Advisors
Connecticut
$9.03M +$192K +3,634 +2%
SIG
157
Sargent Investment Group
Maryland
$8.97M -$192K -3,618 -2%
FZCM
158
Flynn Zito Capital Management
New York
$8.8M +$922K +17,414 +12%
CSPIA
159
Cary Street Partners Investment Advisory
Virginia
$8.72M +$1.25M +23,574 +18%
GIA
160
GHP Investment Advisors
Colorado
$8.65M +$999K +18,874 +14%
NC
161
NewSquare Capital
Pennsylvania
$8.61M -$71.3K -1,346 -0.9%
FIA
162
Foundations Investment Advisors
Arizona
$8.56M +$8.19M +154,690 New
GLA
163
Good Life Advisors
Pennsylvania
$8.42M +$356K +6,732 +5%
SFG
164
StrategIQ Financial Group
Indiana
$8.41M +$696K +13,143 +9%
9WM
165
9258 Wealth Management
Ohio
$8.39M +$528K +9,975 +7%
LWMG
166
Levy Wealth Management Group
Pennsylvania
$8.38M +$466K +8,794 +6%
WI
167
WrapManager Inc
California
$8.35M -$187K -3,539 -2%
MFG
168
Magnus Financial Group
New York
$8.33M -$32.6K -615 -0.4%
MWM
169
McNaughton Wealth Management
California
$8.27M +$613K +11,577 +8%
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.17M -$750K -14,167 -9%
PAS
171
Park Avenue Securities
New York
$7.98M +$1.97M +37,239 +35%
OC
172
Oarsman Capital
Wisconsin
$7.78M +$473K +8,936 +7%
SAM
173
Securian Asset Management
Minnesota
$7.78M +$1.03M +19,400 +16%
HWM
174
Horizon Wealth Management
Illinois
$7.67M +$950K +17,936 +15%
OPWM
175
Oxinas Partners Wealth Management
Indiana
$7.56M -$27.6K -522 -0.4%

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.