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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
Bank Julius Baer & Co
201
Bank Julius Baer & Co
Switzerland
$8.35M +$2.38M +38,892 +38%
CI
202
CX Institutional
Indiana
$8.14M +$4.47M +72,904 +113%
MPW
203
Melone Private Wealth
Michigan
$8.08M +$544K +8,889 +7%
RFS
204
Retirement Financial Solutions
Tennessee
$8.05M +$949K +15,500 +13%
BRWA
205
B. Riley Wealth Advisors
Florida
$7.98M +$7.33M +119,687 +799%
GWSG
206
GPS Wealth Strategies Group
Colorado
$7.98M +$113K +1,851 +1%
DI
207
DAGCO Inc
Ohio
$7.91M +$829K +13,541 +278%
WI
208
WrapManager Inc
California
$7.87M -$401K -6,546 -5%
FSA
209
Financial Services Advisory
Maryland
$7.82M -$27.1K -443 -0.3%
CWM
210
Cornerstone Wealth Management
Missouri
$7.77M +$238K +3,887 +3%
IRC
211
Investors Research Corp
Georgia
$7.59M +$288K +4,705 +4%
AssetMark Inc
212
AssetMark Inc
California
$7.54M -$183K -2,985 -2%
SFMG
213
Sage Financial Management Group
Virginia
$7.52M +$145K +2,371 +2%
DWM
214
Dakota Wealth Management
Florida
$7.24M +$731K +11,932 +11%
EFG
215
Ethos Financial Group
Pennsylvania
$7.18M +$7.42M +121,077 New
IWN
216
Independent Wealth Network
Iowa
$7.06M +$599K +9,782 +9%
WFA
217
Wellspring Financial Advisors
Ohio
$7.05M +$46.1K +752 +0.6%
CAL
218
Capital Analysts LLC
Pennsylvania
$7.02M -$184K -3,008 -2%
CWA
219
Centennial Wealth Advisory
Michigan
$6.98M +$4.01M +65,470 +125%
MPM
220
Meritage Portfolio Management
Kansas
$6.96M -$421K -6,877 -6%
OPWM
221
Oxinas Partners Wealth Management
Indiana
$6.78M -$152K -2,489 -2%
GG
222
GenWealth Group
New Jersey
$6.69M -$204K -3,336 -3%
SMF
223
Sterling Manor Financial
New York
$6.68M +$1.18M +19,190 +21%
CIM
224
Confluence Investment Management
Missouri
$6.65M +$57.6K +940 +0.8%
1SB
225
1ST Source Bank
Indiana
$6.64M -$146K -2,391 -2%

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.