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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
LPL Financial
1
LPL Financial
California
$1.37B +$81M +1,322,547 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.31B +$11.2M +182,515 +0.8%
AF
3
Allworth Financial
California
$717M +$25M +407,410 +3%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$609M +$363M +5,918,534 +136%
Osaic Holdings
5
Osaic Holdings
Arizona
$453M +$281M +4,588,180 +150%
Morgan Stanley
6
Morgan Stanley
New York
$341M +$38M +619,609 +12%
Ameriprise
7
Ameriprise
Minnesota
$311M +$72.5M +1,183,435 +29%
VA
8
Valmark Advisers
Ohio
$288M +$2.91M +47,526 +1%
EH
9
Equitable Holdings
New York
$274M -$1.53M -24,980 -0.5%
HI
10
Horizon Investments
North Carolina
$268M +$36.7M +598,674 +15%
HWM
11
HB Wealth Management
Georgia
$220M +$11.8M +193,441 +5%
UBS Group
12
UBS Group
Switzerland
$203M -$3.1M -50,676 -1%
FGAM
13
Financial Gravity Asset Management
Texas
$198M +$108M +1,768,578 +2,334%
OWM
14
Orgel Wealth Management
Wisconsin
$177M -$4.69M -76,624 -2%
Bank of America
15
Bank of America
North Carolina
$174M -$9.6M -156,805 -5%
RA
16
RFG Advisory
Alabama
$158M +$3.8M +62,015 +2%
AA
17
Advisory Alpha
Michigan
$158M +$6.98M +114,014 +4%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$153M +$157M +2,564,802 +26,981%
CCMG
19
Clark Capital Management Group
Pennsylvania
$149M +$154M +2,506,806 New
PAG
20
Private Advisor Group
New Jersey
$146M +$12.3M +200,364 +9%
WJA
21
Willis Johnson & Associates
Texas
$135M +$3.56M +58,053 +3%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$132M -$3.78M -61,788 -3%
AWM
23
AE Wealth Management
Kansas
$122M +$29.5M +481,103 +31%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$121M +$2.8M +45,757 +2%
NAS
25
Nicolet Advisory Services
Wisconsin
$113M +$2.56M +41,868 +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.