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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
NWM
176
NEIRG Wealth Management
Massachusetts
$7.55M -$135K -2,541 -2%
IA
177
IFP Advisors
Florida
$7.45M -$7.09M -133,894 -39%
PC
178
Pecaut & Co
Iowa
$7.44M +$198K +3,735 +3%
AWA
179
Alta Wealth Advisors
Massachusetts
$7.42M +$437K +8,244 +7%
CGFA
180
Colton Groome Financial Advisors
North Carolina
$7.33M +$3.7M +69,821 +112%
CA
181
CGN Advisors
Kansas
$7.23M +$726K +13,718 +12%
UCFA
182
United Capital Financial Advisors
Texas
$7.07M -$603K -11,388 -8%
MPM
183
Meritage Portfolio Management
Kansas
$6.83M -$4.81M -90,912 -42%
IRC
184
Investors Research Corp
Georgia
$6.58M +$315K +5,958 +5%
CIM
185
Confluence Investment Management
Missouri
$6.53M +$120K +2,264 +2%
MPW
186
Melone Private Wealth
Michigan
$6.52M +$1.18M +22,337 +23%
CAL
187
Capital Analysts LLC
Pennsylvania
$6.52M +$1.34M +25,354 +27%
WWM
188
Western Wealth Management
Colorado
$6.46M +$915K +17,287 +17%
CWM
189
Cornerstone Wealth Management
Missouri
$6.43M +$6.15M +116,231 New
WFA
190
Wellspring Financial Advisors
Ohio
$6.41M +$3.81M +71,964 +164%
OAM
191
Occidental Asset Management
California
$6.3M +$301K +5,675 +5%
1SB
192
1ST Source Bank
Indiana
$6.27M -$207K -3,915 -3%
GG
193
GenWealth Group
New Jersey
$6.22M +$121K +2,277 +2%
QC
194
Quent Capital
New York
$6.18M -$75.2K -1,421 -1%
M1FG
195
Mach-1 Financial Group
Arkansas
$6.01M -$587K -11,092 -56%
CCFM
196
Clear Creek Financial Management
Washington
$5.99M +$44.8K +846 +0.8%
IWN
197
Independent Wealth Network
Iowa
$5.97M +$95.9K +1,811 +2%
RFS
198
Retirement Financial Solutions
Tennessee
$5.96M +$760K +14,357 +15%
IWP
199
IAG Wealth Partners
Wisconsin
$5.93M -$536K -10,121 -9%
TC
200
TAGStone Capital
North Carolina
$5.86M +$98.5K +1,860 +2%

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.