We are live on ! Find out more
SPYG icon

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
RW
226
Regimen Wealth
Georgia
$6.07M +$95.8K +1,673 +2%
GRP
227
Global Retirement Partners
California
$5.97M +$749K +13,070 +15%
FMP
228
Financial Management Professionals
Texas
$5.94M +$5.58M +97,356 +1,947,120%
OL
229
Optas LLC
Texas
$5.89M +$2.03M +35,383 +58%
RZH
230
Relyea Zuckerberg Hanson
Connecticut
$5.83M -$62.8K -1,097 -1%
TCA
231
Transcend Capital Advisors
New Jersey
$5.82M +$492K +8,592 +10%
TFA
232
Tobias Financial Advisors
Florida
$5.79M -$6.59K -115 -0.1%
MWM
233
Meridian Wealth Management
Kentucky
$5.71M -$101K -1,771 -2%
SMF
234
Sterling Manor Financial
New York
$5.71M +$5.36M +93,567 New
NWM
235
NEIRG Wealth Management
Massachusetts
$5.7M -$2.46M -42,955 -32%
BPA
236
Beacon Pointe Advisors
California
$5.68M -$135K -2,365 -2%
RWA
237
Rooted Wealth Advisors
Illinois
$5.59M +$93.9K +1,639 +2%
CWM
238
Collaborative Wealth Management
Florida
$5.58M +$875K +15,272 +20%
ACA
239
Affinity Capital Advisors
California
$5.54M -$855K -14,932 -14%
IPW
240
Intergy Private Wealth
Colorado
$5.54M -$34.2K -597 -0.7%
GL
241
Graypoint LLC
New York
$5.47M +$919K +16,038 +22%
PFG
242
PAX Financial Group
Texas
$5.36M -$310K -5,413 -6%
Baird Financial Group
243
Baird Financial Group
Wisconsin
$5.32M -$56.1K -980 -1%
SAM
244
Sequent Asset Management
Texas
$5.31M +$1.68M +29,318 +51%
OPPS
245
Obsidian Personal Planning Solutions
Maryland
$5.19M +$389K +6,782 +9%
WCG
246
Wall Capital Group
Arizona
$5.17M +$978K +17,070 +25%
MWM
247
Marion Wealth Management
Pennsylvania
$5.02M +$218K +3,801 +5%
AAS
248
Avantax Advisory Services
Texas
$4.99M +$259K +4,527 +6%
HI
249
Harbour Investments
Wisconsin
$4.99M -$183K -3,197 -4%
TW
250
Transform Wealth
Colorado
$4.92M -$369K -6,448 -7%

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.