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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
EWM
151
Echo Wealth Management
Minnesota
$12.4M -$155K -2,703 -1%
WFA
152
Wells Financial Advisors
Massachusetts
$12.2M +$632K +11,029 +6%
BFEC
153
Benjamin F. Edwards & Company
Missouri
$12.2M -$1.25M -21,870 -10%
HFS
154
Horizon Financial Services
North Carolina
$12.2M +$37.4K +653 +0.3%
TFCP
155
Twin Focus Capital Partners
Massachusetts
$12M +$1.12M +19,553 +11%
OHIS
156
Oak Harvest Investment Services
Texas
$11.8M -$8.53M -148,923 -44%
MAM
157
MMA Asset Management
Pennsylvania
$11.4M +$226K +3,953 +2%
SWP
158
Stratos Wealth Partners
Ohio
$10.9M +$5.99M +104,632 +140%
SFA
159
Sequoia Financial Advisors
Ohio
$10.9M +$10.3M +179,070 New
PWPS
160
Pinnacle Wealth Planning Services
Ohio
$10.9M -$4.35M -76,018 -30%
HG
161
Harbor Group
New Hampshire
$10.8M -$16.6K -289 -0.2%
WA
162
Waverly Advisors
Alabama
$10.8M +$9.59M +167,405 +1,890%
FAIM
163
Financial Advocates Investment Management
Washington
$10.7M -$2.58M -44,993 -20%
State Street
164
State Street
Massachusetts
$10.7M -$482K -8,420 -5%
HWM
165
Horizon Wealth Management
Illinois
$10.6M +$2.02M +35,236 +25%
CWM
166
CarsonAllaria Wealth Management
Illinois
$10.6M +$259K +4,521 +3%
CA
167
CGN Advisors
Kansas
$10.3M +$2.16M +37,623 +29%
OC
168
Oarsman Capital
Wisconsin
$10.2M +$1.55M +27,054 +19%
SIG
169
Sargent Investment Group
Maryland
$10.2M +$353K +6,170 +4%
MFA
170
Millington Financial Advisors
Illinois
$10.1M -$38K -663 -0.4%
FZCM
171
Flynn Zito Capital Management
New York
$9.89M +$187K +3,259 +2%
SFG
172
StrategIQ Financial Group
Indiana
$9.78M +$486K +8,485 +6%
MWM
173
McNaughton Wealth Management
California
$9.66M +$516K +9,016 +6%
GIA
174
GHP Investment Advisors
Colorado
$9.64M +$118K +2,061 +1%
NECFA
175
New England Capital Financial Advisors
Connecticut
$9.62M -$317K -5,536 -3%

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.