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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
GVAG
151
Great Valley Advisor Group
Delaware
$13.5M +$469K +7,649 +3%
FHC
152
First Heartland Consultants
Missouri
$13.4M +$1.3M +21,291 +10%
DI
153
Diligent Investors
California
$13.4M -$1.23M -20,146 -8%
PPWM
154
PFG Private Wealth Management
Florida
$13.3M -$5.8M -94,697 -30%
HA
155
Hofer & Associates
California
$13.3M +$25.1K +410 +0.2%
NL
156
Navalign LLC
California
$13M -$147K -2,403 -1%
VC
157
Vicus Capital
Pennsylvania
$12.9M +$562K +9,171 +4%
CIC
158
Carnegie Investment Counsel
Ohio
$12.8M +$10.4K +169 +0.1%
SWP
159
Stratos Wealth Partners
Ohio
$12.8M +$2.24M +36,492 +20%
KFGK
160
Keystone Financial Group (Kentucky)
Kentucky
$12.5M +$9.06M +147,954 +234%
BOPW
161
Brandywine Oak Private Wealth
Pennsylvania
$12.4M +$203K +3,306 +2%
OC
162
Oarsman Capital
Wisconsin
$12.2M +$2.33M +37,968 +23%
HFS
163
Horizon Financial Services
North Carolina
$12M +$236K +3,849 +2%
WFA
164
Wells Financial Advisors
Massachusetts
$12M +$161K +2,623 +1%
Two Sigma Investments
165
Two Sigma Investments
New York
$11.9M +$12.3M +200,400 New
BFEC
166
Benjamin F. Edwards & Company
Missouri
$11.7M -$105K -1,719 -0.9%
EWM
167
Echo Wealth Management
Minnesota
$11.6M -$225K -3,670 -2%
DI
168
DFPG Investments
Utah
$11.6M +$4.84M +78,972 +70%
CAMV
169
Concord Asset Management (Virginia)
Virginia
$11.5M -$732K -11,951 -6%
EFL
170
ERn Financial LLC
Wisconsin
$11.4M -$1.18M -19,210 -9%
TFA
171
TPG Financial Advisors
Oregon
$11.3M -$1.15M -18,853 -9%
FAIM
172
Financial Advocates Investment Management
Washington
$11.1M +$707K +11,535 +7%
PCIA
173
Prime Capital Investment Advisors
Kansas
$10.9M -$1.81M -29,543 -14%
TFCP
174
Twin Focus Capital Partners
Massachusetts
$10.8M -$810K -13,221 -7%
HG
175
Harbor Group
New Hampshire
$10.8M +$331K +5,403 +3%

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.