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
Franklin Resources
601
Franklin Resources
California
$357K +$245 +4 +0.1%
FFM
602
Forum Financial Management
Illinois
$356K -$8.27K -135 -2%
UCB
603
United Community Bank
South Carolina
$355K
HF
604
Halpern Financial
Virginia
$351K -$38K -620 -9%
CFD
605
Creative Financial Designs
Indiana
$348K +$119K +1,949 +50%
TFA
606
Teamwork Financial Advisors
Texas
$346K +$17.3K +283 +5%
IAN
607
Integrated Advisors Network
Texas
$346K -$16.4K -268 -4%
DFG
608
Delta Financial Group
New Jersey
$346K +$8.64K +141 +2%
SAF
609
Smith Anglin Financial
Texas
$344K
ST
610
Somerset Trust
Pennsylvania
$343K -$12.4K -202 -3%
RIA
611
Realta Investment Advisors
Delaware
$342K
AWM
612
Accurate Wealth Management
Florida
$341K +$98.8K +1,613 +40%
PWP
613
Principle Wealth Partners
Connecticut
$340K +$2.08K +34 +0.6%
CAM
614
Concorde Asset Management
Michigan
$339K +$350K +5,719 New
SBIA
615
Sheaff Brock Investment Advisors
Indiana
$339K
NS
616
NBC Securities
Alabama
$338K +$350K +5,713 New
BP
617
Ballentine Partners
Massachusetts
$338K -$20.2K -329 -5%
MIM
618
Moseley Investment Management
Florida
$337K +$41.8K +682 +14%
OC
619
Oppenheimer & Co
New York
$331K -$83.1K -1,356 -20%
AFG
620
AFS Financial Group
Maryland
$328K
FC
621
Fusion Capital
South Carolina
$328K +$1.47K +24 +0.4%
BG
622
Benedetti & Gucer
Georgia
$326K -$9.8K -160 -3%
CWM
623
Cahaba Wealth Management
Georgia
$322K +$82.9K +1,353 +33%
TIA
624
Traphagen Investment Advisors
New Jersey
$319K
MCM
625
MAI Capital Management
Ohio
$319K +$12.6K +206 +4%

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.