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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
NC
176
NewSquare Capital
Pennsylvania
$9.44M -$44.4K -775 -0.5%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$9.41M -$678K -11,830 -7%
GLA
178
Good Life Advisors
Pennsylvania
$9.32M +$38.3K +669 +0.4%
WC
179
Waterloo Capital
Texas
$9.01M +$2.85M +49,730 +51%
MFG
180
Magnus Financial Group
New York
$9.01M -$165K -2,882 -2%
LWMG
181
Levy Wealth Management Group
Pennsylvania
$8.86M -$353K -6,163 -4%
PC
182
Pecaut & Co
Iowa
$8.86M +$621K +10,834 +8%
AWM
183
Apollon Wealth Management
South Carolina
$8.82M -$1.79M -31,297 -18%
TCMP
184
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.81M -$302K -5,272 -4%
AWA
185
Alta Wealth Advisors
Massachusetts
$8.8M +$589K +10,287 +8%
FIA
186
Foundations Investment Advisors
Arizona
$8.78M -$621K -10,838 -7%
WI
187
WrapManager Inc
California
$8.5M -$656K -11,460 -8%
WWM
188
Western Wealth Management
Colorado
$8.45M +$1.25M +21,822 +19%
IA
189
IFP Advisors
Florida
$8.43M -$4.1M -71,588 -34%
GWSG
190
GPS Wealth Strategies Group
Colorado
$8.1M +$2.53M +44,106 +50%
FSA
191
Financial Services Advisory
Maryland
$8.07M +$7.58M +132,315 New
AssetMark Inc
192
AssetMark Inc
California
$7.94M +$7.46M +130,156 +433,853%
FIM
193
Freedom Investment Management
Connecticut
$7.93M +$1.54M +26,947 +26%
MPW
194
Melone Private Wealth
Michigan
$7.77M +$539K +9,403 +8%
CWM
195
Cornerstone Wealth Management
Missouri
$7.76M +$625K +10,910 +9%
SFMG
196
Sage Financial Management Group
Virginia
$7.59M +$7.13M +124,446 New
BWM
197
Boyd Wealth Management
California
$7.59M +$2.57M +44,916 +57%
MPM
198
Meritage Portfolio Management
Kansas
$7.58M +$45.1K +788 +0.6%
CSPIA
199
Cary Street Partners Investment Advisory
Virginia
$7.58M -$1.91M -33,371 -21%
IRC
200
Investors Research Corp
Georgia
$7.52M +$261K +4,554 +4%

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.