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
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$50.2M +$17.4M +284,227 +51%
CFS
52
Cannon Financial Strategists
Georgia
$49.2M +$1.01M +16,430 +2%
FFS
53
Founders Financial Securities
Maryland
$46.1M +$1.33M +21,654 +3%
Mariner
54
Mariner
Kansas
$45.8M +$3.69M +60,225 +8%
Goldman Sachs
55
Goldman Sachs
New York
$45.7M -$485K -7,913 -1%
MCM
56
Mainstay Capital Management
Michigan
$45.3M -$509K -8,302 -1%
CA
57
CoreCap Advisors
Michigan
$45.1M -$8.58M -140,023 -16%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$45M +$822K +13,420 +2%
Envestnet Portfolio Solutions
59
Envestnet Portfolio Solutions
Illinois
$43.9M +$45.4M +741,189 New
KA
60
Klingman & Associates
New York
$43.6M -$110K -1,795 -0.2%
FNT
61
First National Trust
Pennsylvania
$42.7M +$4.2M +68,587 +11%
Prudential Financial
62
Prudential Financial
New Jersey
$42.5M +$13M +212,441 +42%
SCM
63
SCS Capital Management
Massachusetts
$41.5M -$649K -10,593 -1%
MML Investors Services
64
MML Investors Services
Massachusetts
$40.5M +$1.13M +18,500 +3%
RWM
65
Reston Wealth Management
Virginia
$40.1M +$1.06M +17,274 +3%
JMPWA
66
JP Morgan Private Wealth Advisors
California
$39.8M +$3.42M +55,905 +9%
Cetera Investment Advisers
67
Cetera Investment Advisers
Illinois
$38.4M +$10.3M +167,453 +35%
RJA
68
Raymond James & Associates
Florida
$37.5M -$84.9K -1,386 -0.2%
NA
69
Nottingham Advisors
New York
$37.2M +$263K +4,286 +0.6%
KAS
70
Kestra Advisory Services
Texas
$36.7M +$15.8M +258,731 +72%
CFG
71
Compton Financial Group
Maryland
$36.4M +$5.7M +93,084 +18%
TC
72
Trilogy Capital
California
$36.2M -$2.99M -48,834 -7%
ETS
73
ESL Trust Services
New York
$34.8M +$404K +6,588 +1%
RA
74
Rodgers & Associates
Pennsylvania
$34.4M -$4.13M -67,401 -10%
GAG
75
Goodman Advisory Group
Massachusetts
$33.5M +$34.6M +565,527 +353,454%

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.