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
DADC
501
D.A. Davidson & Co
Montana
$640K +$22.4K +391 +4%
SAG
502
SageView Advisory Group
California
$639K +$600K +10,477 New
IA
503
IFG Advisory
Georgia
$634K +$12.4K +217 +2%
PCA
504
Prosperity Capital Advisors
Ohio
$621K -$158K -2,752 -21%
FMN
505
Financial Management Network
California
$609K -$159K -2,781 -22%
OCPWS
506
One Charles Private Wealth Services
Massachusetts
$607K
PA
507
PFG Advisors
Arizona
$605K -$17.9K -313 -3%
LL
508
LWMG LLC
Minnesota
$602K -$1.03K -18 -0.2%
FNBOO
509
First National Bank of Omaha
Nebraska
$597K -$25.8K -450 -4%
FA
510
Fiduciary Alliance
South Carolina
$596K +$13.9K +242 +3%
CCA
511
Cadent Capital Advisors
Oklahoma
$594K +$1.72K +30 +0.3%
Kovitz Investment Group Partners
512
Kovitz Investment Group Partners
Illinois
$588K -$52.2K -912 -9%
SPWM
513
Schrum Private Wealth Management
Florida
$587K +$1.6K +28 +0.3%
BC
514
Brio Consultants
California
$587K -$23.9K -418 -4%
TA
515
TFB Advisors
Kansas
$585K +$550K +9,594 New
BSW
516
Buckingham Strategic Wealth
Missouri
$580K +$93.9K +1,639 +21%
Bank of New York Mellon
517
Bank of New York Mellon
New York
$580K -$5.21K -91 -0.9%
MFWP
518
Mosaic Family Wealth Partners
Missouri
$578K -$14.9K -260 -3%
WAM
519
Wallington Asset Management
Indiana
$574K +$54.7K +955 +11%
SCP
520
Stevens Capital Partners
Nebraska
$573K +$7.33K +128 +1%
CC
521
Callan Capital
California
$569K +$57 +1 +0%
LSA
522
Lion Street Advisors
Texas
$551K +$452K +7,883 New
OLVIG
523
Oliver Lagore Vanvalin Investment Group
Michigan
$545K +$511K +8,926 New
CAMG
524
CWA Asset Management Group
Florida
$544K
VWA
525
Visionary Wealth Advisors
Illinois
$525K -$14.7K -257 -3%

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.