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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
ACA
201
Affinity Capital Advisors
California
$5.85M -$86K -1,625 -2%
GA
202
GoalVest Advisory
New York
$5.73M -$308K -5,821 -5%
FIM
203
Freedom Investment Management
Connecticut
$5.7M -$903K -17,054 -14%
DWM
204
Dakota Wealth Management
Florida
$5.68M +$2.81M +53,021 +107%
SCA
205
Snowden Capital Advisors
New York
$5.6M +$795K +15,010 +17%
DWM
206
Drive Wealth Management
Utah
$5.46M -$138K -2,597 -3%
RW
207
Regimen Wealth
Georgia
$5.45M +$5.18M +97,866 New
WC
208
Waterloo Capital
Texas
$5.42M +$5.19M +97,920 New
RZH
209
Relyea Zuckerberg Hanson
Connecticut
$5.35M -$47.3K -893 -0.9%
RF
210
Rollins Financial
Georgia
$5.34M -$2.06M -38,984 -29%
BPA
211
Beacon Pointe Advisors
California
$5.29M +$129K +2,444 +3%
MWM
212
Meridian Wealth Management
Kentucky
$5.28M -$183K -3,450 -3%
TFA
213
Tobias Financial Advisors
Florida
$5.26M -$372K -7,025 -7%
PFG
214
PAX Financial Group
Texas
$5.17M +$59.7K +1,127 +1%
DWM
215
Darwin Wealth Management
Florida
$5.16M -$5.44M -102,776 -53%
AWM
216
Atticus Wealth Management
Florida
$5.14M +$4.9M +92,610 +28,941%
IPW
217
Intergy Private Wealth
Colorado
$5.06M -$36K -679 -0.7%
RWA
218
Rooted Wealth Advisors
Illinois
$5.04M -$747K -14,099 -14%
PFS
219
Prospera Financial Services
Texas
$4.97M +$2.68M +50,637 +129%
GWSG
220
GPS Wealth Strategies Group
Colorado
$4.91M +$499K +9,415 +12%
Baird Financial Group
221
Baird Financial Group
Wisconsin
$4.88M +$356K +6,725 +8%
ODIJL
222
One Day In July LLC
Vermont
$4.85M +$69.1K +1,305 +2%
TW
223
Transform Wealth
Colorado
$4.83M -$138K -2,606 -3%
TCA
224
Transcend Capital Advisors
New Jersey
$4.81M +$17.5K +331 +0.4%
DI
225
DFPG Investments
Utah
$4.76M +$1.38M +25,985 +43%

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.