We are live on ! Find out more
SPYG icon

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
HI
226
Harbour Investments
Wisconsin
$4.7M +$560K +10,580 +14%
GRP
227
Global Retirement Partners
California
$4.69M +$258K +4,870 +6%
BCG
228
Breakwater Capital Group
New Jersey
$4.63M +$141K +2,656 +3%
WFPG
229
Waller Financial Planning Group
Ohio
$4.6M -$1.94M -36,554 -31%
BWM
230
Boyd Wealth Management
California
$4.4M +$1.08M +20,486 +35%
HIF
231
Hill Island Financial
Michigan
$4.38M +$31.9K +603 +0.8%
MWM
232
Marion Wealth Management
Pennsylvania
$4.34M +$466K +8,794 +13%
OPPS
233
Obsidian Personal Planning Solutions
Maryland
$4.34M +$47.2K +891 +1%
AAS
234
Avantax Advisory Services
Texas
$4.27M +$1.12M +21,168 +38%
DWM
235
Denver Wealth Management
Colorado
$4.23M -$372K -7,025 -8%
CWM
236
Collaborative Wealth Management
Florida
$4.21M +$135K +2,554 +3%
KFI
237
Key Financial Inc
Pennsylvania
$4.16M +$1.57M +29,613 +65%
CFG
238
Cooper Financial Group
California
$4.14M +$122K +2,310 +3%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$4.13M +$2.12M +39,983 +116%
SWP
240
Stratos Wealth Partners
Ohio
$4.12M -$1.46M -27,583 -27%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$4.08M -$284K -5,371 -7%
CA
242
Cetera Advisors
Colorado
$4.08M +$641K +12,104 +20%
GL
243
Graypoint LLC
New York
$4.08M -$38.3K -724 -1%
SWM
244
Spire Wealth Management
Virginia
$4.04M +$1.9M +35,934 +97%
MSAM
245
Moloney Securities Asset Management
Missouri
$4M -$125K -2,357 -3%
AO
246
Advisor OS
Illinois
$3.98M +$3.33M +62,976 +707%
CI
247
CX Institutional
Indiana
$3.97M +$250K +4,727 +7%
BWM
248
BCS Wealth Management
Tennessee
$3.96M +$636K +12,011 +20%
PWA
249
Providence Wealth Advisors
Illinois
$3.92M -$72.9K -1,377 -2%
FF
250
Financial Futures
New Jersey
$3.84M +$169K +3,194 +5%

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.