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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
SFA
176
Sequoia Financial Advisors
Ohio
$10.7M +$70.1K +1,144 +0.6%
OHIS
177
Oak Harvest Investment Services
Texas
$10.7M -$814K -13,286 -7%
CWM
178
CarsonAllaria Wealth Management
Illinois
$10.5M +$243K +3,960 +2%
PWPS
179
Pinnacle Wealth Planning Services
Ohio
$10.5M -$145K -2,366 -1%
MFA
180
Millington Financial Advisors
Illinois
$10.3M +$499K +8,153 +5%
WA
181
Waverly Advisors
Alabama
$10.2M -$215K -3,515 -2%
SIG
182
Sargent Investment Group
Maryland
$10M +$104K +1,690 +1%
WMR
183
Wealth Management Resources
Rhode Island
$9.91M -$3.5M -57,193 -25%
GIA
184
GHP Investment Advisors
Colorado
$9.85M +$287K +4,692 +3%
WWM
185
Western Wealth Management
Colorado
$9.8M +$1.64M +26,837 +19%
FZCM
186
Flynn Zito Capital Management
New York
$9.6M -$12.4K -203 -0.1%
SFG
187
StrategIQ Financial Group
Indiana
$9.59M +$92K +1,502 +0.9%
MWM
188
McNaughton Wealth Management
California
$9.52M +$136K +2,228 +1%
TCMP
189
Thrive Capital Management (Pennsylvania)
Pennsylvania
$9.5M +$973K +15,888 +11%
WC
190
Waterloo Capital
Texas
$9.41M +$677K +11,048 +7%
NECFA
191
New England Capital Financial Advisors
Connecticut
$9.31M -$38.3K -626 -0.4%
HWM
192
Horizon Wealth Management
Illinois
$9.25M -$1.09M -17,751 -10%
NC
193
NewSquare Capital
Pennsylvania
$9.23M +$56K +914 +0.6%
AWA
194
Alta Wealth Advisors
Massachusetts
$9.19M +$658K +10,738 +7%
GLA
195
Good Life Advisors
Pennsylvania
$9.12M +$69.7K +1,138 +0.7%
IA
196
IFP Advisors
Florida
$8.86M +$693K +11,321 +8%
PC
197
Pecaut & Co
Iowa
$8.71M +$102K +1,664 +1%
MFG
198
Magnus Financial Group
New York
$8.53M -$227K -3,713 -3%
WCAMG
199
Woodard & Company Asset Management Group
North Carolina
$8.52M +$8.62M +140,700 +4,613%
LWMG
200
Levy Wealth Management Group
Pennsylvania
$8.51M -$97.8K -1,596 -1%

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.