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
Invesco
376
Invesco
Georgia
$1.33M -$177K -3,351 -12%
MA
377
MONECO Advisors
Connecticut
$1.31M +$182K +3,443 +17%
TFG
378
Tilson Financial Group
New Jersey
$1.3M -$64.8K -1,224 -5%
ADIM
379
Alpha DNA Investment Management
Maryland
$1.3M +$701K +13,230 +128%
AWM
380
Axxcess Wealth Management
California
$1.3M -$281K -5,302 -18%
PCM
381
Presidio Capital Management
California
$1.3M -$281K -5,302 -18%
IMOV
382
Investment Management of Virginia
Virginia
$1.29M -$80.5K -1,520 -6%
NF
383
Nvest Financial
New Hampshire
$1.28M +$14.6K +276 +1%
VWA
384
V Wealth Advisors
Kansas
$1.28M -$27.1K -511 -2%
ELI
385
Empire Life Investments
Ontario, Canada
$1.28M +$471K +8,900 +63%
PRWA
386
Platte River Wealth Advisors
Colorado
$1.28M -$78.4K -1,480 -6%
CG
387
Colony Group
Massachusetts
$1.27M -$2.42M -45,716 -67%
MWM
388
Mission Wealth Management
California
$1.26M
IMC Chicago
389
IMC Chicago
Illinois
$1.26M +$376K +7,102 +45%
LNC
390
Lincoln National Corp
Pennsylvania
$1.26M +$6.78K +128 +0.6%
KMWM
391
Keudell/Morrison Wealth Management
Oregon
$1.23M -$51.4K -970 -4%
GIA
392
Gladstone Institutional Advisory
Florida
$1.23M +$18.1K +341 +2%
FA
393
FDx Advisors
Illinois
$1.23M
SB
394
Strategic Blueprint
Georgia
$1.22M -$9.74K -184 -0.8%
SFS
395
Sowell Financial Services
Arkansas
$1.21M -$698K -13,184 -38%
PPP
396
Private Portfolio Partners
New Jersey
$1.2M -$460K -8,688 -29%
ECG
397
Edge Capital Group
Georgia
$1.2M
VVP
398
Venture Visionary Partners
Ohio
$1.18M +$194K +3,664 +21%
SSW
399
Stone Summit Wealth
Florida
$1.18M -$222K -4,186 -16%
PIA
400
Pinion Investment Advisors
Kansas
$1.17M -$157K -2,959 -12%

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.