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
FPAS
551
Focus Partners Advisor Solutions
Missouri
$355K +$10.7K +202 +3%
ACA
552
Aptus Capital Advisors
Alabama
$354K +$147K +2,784 +77%
ECA
553
Elevated Capital Advisors
Utah
$346K +$2.81K +53 +0.9%
PWP
554
Principle Wealth Partners
Connecticut
$346K
BBNA
555
Bremer Bank National Association
Minnesota
$345K
FFM
556
Forum Financial Management
Illinois
$344K +$9.85K +186 +3%
PMG
557
ProVise Management Group
Florida
$342K +$328K +6,185 New
LW
558
Linscomb Wealth
Texas
$335K -$6.41K -121 -2%
BP
559
Ballentine Partners
Massachusetts
$334K
ST
560
Somerset Trust
Pennsylvania
$333K -$2.01K -38 -0.6%
UCB
561
United Community Bank
South Carolina
$332K
Franklin Resources
562
Franklin Resources
California
$330K +$30.8K +582 +11%
NFSG
563
Newbridge Financial Services Group
Florida
$330K -$9.69K -183 -3%
SBIA
564
Sheaff Brock Investment Advisors
Indiana
$322K -$5.29K -100 -2%
Bank of Montreal
565
Bank of Montreal
Ontario, Canada
$318K +$28.5K +538 +10%
DCM
566
DGS Capital Management
New Jersey
$316K
IW
567
Imprint Wealth
South Carolina
$315K +$302K +5,694 New
DFG
568
Delta Financial Group
New Jersey
$315K
AR
569
Apeiron RIA
Texas
$309K -$1.32K -25 -0.4%
FAM
570
Formidable Asset Management
Ohio
$307K
FC
571
Fusion Capital
South Carolina
$305K +$1.11K +21 +0.4%
G
572
Gainplan
Michigan
$299K +$286K +5,392 New
SAF
573
Smith Anglin Financial
Texas
$293K
DCM
574
Donaldson Capital Management
Indiana
$293K -$15.4K -291 -5%
PO
575
Private Ocean
California
$290K +$86.9K +1,641 +46%

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.