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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
CAL
201
Capital Analysts LLC
Pennsylvania
$7.41M +$214K +3,729 +3%
RFS
202
Retirement Financial Solutions
Tennessee
$7.34M +$721K +12,592 +12%
JCM
203
Jacobi Capital Management
Pennsylvania
$7.32M +$6.47M +112,878 +1,581%
WFA
204
Wellspring Financial Advisors
Ohio
$7.21M +$136K +2,374 +2%
UCFA
205
United Capital Financial Advisors
Texas
$7.15M -$601K -10,499 -8%
OPWM
206
Oxinas Partners Wealth Management
Indiana
$7.13M -$1.13M -19,703 -14%
CGFA
207
Colton Groome Financial Advisors
North Carolina
$7.11M -$905K -15,805 -12%
GG
208
GenWealth Group
New Jersey
$7.09M +$226K +3,948 +4%
DI
209
DFPG Investments
Utah
$7.08M +$1.58M +27,515 +32%
1SB
210
1ST Source Bank
Indiana
$6.98M +$62.8K +1,096 +1%
SAM
211
Securian Asset Management
Minnesota
$6.94M -$1.54M -26,800 -19%
CIM
212
Confluence Investment Management
Missouri
$6.79M -$379K -6,615 -6%
QC
213
Quent Capital
New York
$6.75M -$58.5K -1,022 -0.9%
DWM
214
Dakota Wealth Management
Florida
$6.72M +$434K +7,577 +7%
IWN
215
Independent Wealth Network
Iowa
$6.67M +$78.4K +1,368 +1%
BFG
216
Buttonwood Financial Group
Missouri
$6.6M +$6.08M +106,135 New
T
217
TRUADVICE
Florida
$6.51M +$4.39M +76,720 +256%
PA
218
Probity Advisors
Texas
$6.46M +$6.07M +105,902 New
IWP
219
IAG Wealth Partners
Wisconsin
$6.36M -$161K -2,810 -3%
TC
220
TAGStone Capital
North Carolina
$6.27M -$173K -3,015 -3%
Bank Julius Baer & Co
221
Bank Julius Baer & Co
Switzerland
$6.22M +$5.84M +101,984 New
GA
222
GoalVest Advisory
New York
$6.19M -$115K -2,013 -2%
OAM
223
Occidental Asset Management
California
$6.15M -$737K -12,857 -11%
AWM
224
Atticus Wealth Management
Florida
$6.15M +$452K +7,896 +8%
EWA
225
EverSource Wealth Advisors
Alabama
$6.13M +$5.63M +98,314 +4,620%

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.