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
Creative Planning
101
Creative Planning
Kansas
$22.7M -$7.4M -129,120 -26%
KAS
102
Kestra Advisory Services
Texas
$22M +$6.79M +118,582 +49%
CSPAM
103
Cary Street Partners Asset Management
Virginia
$21.9M -$2.23M -38,981 -10%
HP
104
Hilltop Partners
Indiana
$21.8M +$17.1M +298,233 +510%
AT
105
Arden Trust
Delaware
$21.7M +$691K +12,055 +4%
AWS
106
Atria Wealth Solutions
New York
$21.1M -$182K -3,170 -0.9%
SF
107
Symphony Financial
Texas
$20.9M -$444K -7,750 -2%
CWM
108
Cordatus Wealth Management
Pennsylvania
$20.7M +$16.6M +289,418 +584%
M&T Bank
109
M&T Bank
New York
$20M -$879K -15,337 -4%
DC
110
Destiny Capital
Colorado
$20M +$832K +14,519 +5%
PPWM
111
PFG Private Wealth Management
Florida
$19.5M +$616K +10,745 +3%
AIG
112
American International Group
New York
$19.3M -$7.09M -123,800 -28%
IWC
113
Integrated Wealth Concepts
Massachusetts
$19.2M +$8.28M +144,509 +85%
CC
114
Courier Capital
New York
$19M +$1.92M +33,523 +12%
CF
115
Convergence Financial
Missouri
$18.9M +$878K +15,321 +5%
SCA
116
Snowden Capital Advisors
New York
$18.5M +$11.6M +202,064 +200%
OWA
117
Octavia Wealth Advisors
Ohio
$18.3M +$481K +8,390 +3%
ACA
118
Ackerman Capital Advisors
Texas
$18M -$129K -2,252 -0.8%
EWM
119
Executive Wealth Management
Michigan
$18M +$2.58M +44,959 +18%
QIM
120
Quest Investment Management
Oregon
$17.9M -$346K -6,034 -2%
CCFM
121
Clear Creek Financial Management
Washington
$17.7M +$10.4M +181,475 +168%
IGWM
122
ICA Group Wealth Management
Colorado
$17.4M +$974K +17,005 +6%
BWFA
123
Baltimore-Washington Financial Advisors
Maryland
$16.9M +$6.52M +113,878 +70%
KA
124
Kozak & Associates
Colorado
$16.7M -$143K -2,493 -0.9%
BTWM
125
Baker Tilly Wealth Management
Wisconsin
$16.7M -$363K -6,344 -2%

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.