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
AIC
401
Ayalon Insurance Company
Israel
$1.16M +$204K +3,861 +23%
CFP
402
Curran Financial Partners
South Carolina
$1.14M -$358K -6,759 -25%
IHWM
403
Iron Horse Wealth Management
Iowa
$1.13M -$16.5K -311 -2%
SFPG
404
Stonebridge Financial Planning Group
Florida
$1.12M -$95.3K -1,799 -8%
FDDB
405
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$808K +15,263 New
RW
406
Rede Wealth
Virginia
$1.11M -$22.1K -417 -2%
CAS
407
Coppell Advisory Solutions
Texas
$1.11M +$380K +7,181 +55%
CASC
408
Coppell Advisory Solutions Corp
Texas
$1.11M +$380K +7,181 +55%
LJAC
409
L.J. Altfest & Co
New York
$1.11M -$316K -5,960 -23%
CFA
410
Compass Financial Advisors
Indiana
$1.1M +$93K +1,757 +10%
BB
411
Berkshire Bank
Massachusetts
$1.09M -$387K -7,310 -27%
TIA
412
Traphagen Investment Advisors
New Jersey
$1.04M -$2.49K -47 -2%
WAM
413
WNY Asset Management
New York
$1.04M +$450K +8,507 +83%
LAS
414
LWM Advisory Services
Florida
$1.03M +$343K +6,478 +53%
IF
415
Intrua Financial
Texas
$1.02M +$44.5K +840 +5%
CM
416
Churchill Management
California
$1.01M +$115K +2,178 +14%
TBWA
417
Three Bridge Wealth Advisors
California
$1.01M +$964K +18,200 New
EWA
418
EP Wealth Advisors
California
$1.01M +$763K +14,409 +119%
HAS
419
HBW Advisory Services
California
$999K -$72K -1,359 -7%
MF
420
Meridian Financial
Massachusetts
$995K -$50.5K -953 -5%
WWM
421
Windsor Wealth Management
Indiana
$995K +$28.9K +545 +3%
RFN
422
Redwood Financial Network
Ohio
$947K -$23K -435 -2%
AWM
423
Angeles Wealth Management
California
$933K
WPC
424
White Pine Capital
Minnesota
$930K +$889K +16,793 New
RIA
425
Regal Investment Advisors
Michigan
$927K

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.