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
JFG
251
JDM Financial Group
Texas
$3.77M -$199K -3,764 -5%
WCG
252
Wall Capital Group
Arizona
$3.76M +$3.59M +67,763 New
WA
253
Win Advisors
Florida
$3.76M +$834K +15,754 +322%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$3.74M -$400K -7,554 -10%
LA
255
Lane & Associates
New Jersey
$3.71M -$267K -5,046 -7%
MWA
256
Motive Wealth Advisors
Michigan
$3.7M -$1.62M -30,600 -31%
IFG
257
Independent Financial Group
California
$3.7M +$1.28M +24,127 +57%
CF
258
Centaurus Financial
California
$3.55M -$342K -6,455 -9%
LIA
259
Luken Investment Analytics
Tennessee
$3.55M -$9.64K -182 -0.3%
OAM
260
Oppenheimer Asset Management
New York
$3.55M +$1.7K +32 +0%
AWA
261
Arete Wealth Advisors
Illinois
$3.53M +$59.4K +1,122 +2%
GP
262
Girard Partners
Pennsylvania
$3.5M +$55.5K +1,048 +2%
LA
263
LexAurum Advisors
Kansas
$3.43M +$276K +5,205 +9%
RWPA
264
Richard W. Paul & Associates
Michigan
$3.39M -$428K -8,084 -12%
OL
265
Optas LLC
Texas
$3.38M +$2.62M +49,556 +429%
FCMT
266
Founders Capital Management (Texas)
Texas
$3.34M -$1.89M -35,775 -37%
CFG
267
Citizens Financial Group
Rhode Island
$3.32M -$154K -2,901 -5%
CAGAS
268
Capital Advisory Group Advisory Services
Minnesota
$3.24M -$24.1K -455 -0.8%
HP
269
Hilltop Partners
Indiana
$3.23M +$151K +2,856 +5%
Koshinski Asset Management
270
Koshinski Asset Management
Illinois
$3.21M -$30.6K -578 -1%
SAM
271
Sequent Asset Management
Texas
$3.19M -$11K -207 -0.4%
WP
272
WealthPLAN Partners
Nebraska
$3.18M -$1.8M -34,050 -37%
FAAM
273
First Ascent Asset Management
Colorado
$3.16M +$453K +8,547 +18%
PPW
274
Parcion Private Wealth
Washington
$3.16M +$416K +7,851 +16%
AWM
275
Avior Wealth Management
Nebraska
$3.1M -$190K -3,583 -6%

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.