We are live on ! Find out more
SPYG icon

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
MWM
251
Meridian Wealth Management
Kentucky
$5.52M -$42.9K -701 -0.7%
RZH
252
Relyea Zuckerberg Hanson
Connecticut
$5.5M -$172K -2,812 -3%
TFA
253
Tobias Financial Advisors
Florida
$5.49M -$137K -2,231 -2%
TCA
254
Transcend Capital Advisors
New Jersey
$5.43M -$233K -3,798 -4%
IPW
255
Intergy Private Wealth
Colorado
$5.38M +$184 +3 +0%
SWM
256
SigFig Wealth Management
California
$5.38M +$5.56M +90,762 New
GL
257
Graypoint LLC
New York
$5.32M +$980 +16 +0%
AAS
258
Avantax Advisory Services
Texas
$5.25M +$420K +6,857 +8%
SAM
259
Sequent Asset Management
Texas
$5.24M +$86.7K +1,415 +2%
CFGF
260
Compass Financial Group (Florida)
Florida
$5.17M +$5.34M +87,232 New
CW
261
Connectus Wealth
Ohio
$5.15M +$5.32M +86,905 New
ACA
262
Affinity Capital Advisors
California
$5.08M -$311K -5,083 -6%
CA
263
Cetera Advisors
Colorado
$5.08M +$1.23M +20,056 +31%
HI
264
Harbour Investments
Wisconsin
$5.03M +$196K +3,201 +4%
KFI
265
Key Financial Inc
Pennsylvania
$5.03M +$584K +9,526 +13%
MWM
266
Marion Wealth Management
Pennsylvania
$5M +$134K +2,185 +3%
PFG
267
PAX Financial Group
Texas
$5M -$222K -3,628 -4%
KCM
268
KM Capital Management
Texas
$4.86M +$894K +14,592 +22%
KPWS
269
Kestra Private Wealth Services
Texas
$4.84M +$2.14M +34,894 +75%
FF
270
Financial Futures
New Jersey
$4.76M +$292K +4,760 +6%
ODIJL
271
One Day In July LLC
Vermont
$4.72M -$47.5K -775 -1%
HIF
272
Hill Island Financial
Michigan
$4.62M -$59K -963 -1%
BWM
273
BCS Wealth Management
Tennessee
$4.55M +$220K +3,590 +5%
PWG
274
Portside Wealth Group
Utah
$4.51M +$167K +2,733 +4%
DWM
275
Darwin Wealth Management
Florida
$4.5M -$125K -2,039 -3%

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.