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
Financial Engines Advisors
1
Financial Engines Advisors
California
$1.34B +$26.2M +457,617 +2%
LPL Financial
2
LPL Financial
California
$1.33B +$67.4M +1,175,983 +6%
AF
3
Allworth Financial
California
$713M +$403M +7,029,550 +151%
Morgan Stanley
4
Morgan Stanley
New York
$313M +$919K +16,039 +0.3%
VA
5
Valmark Advisers
Ohio
$294M +$9.98M +174,240 +4%
EH
6
Equitable Holdings
New York
$283M -$6.45M -112,680 -2%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$265M +$39.8M +694,373 +19%
Ameriprise
8
Ameriprise
Minnesota
$248M +$23.8M +415,280 +11%
HI
9
Horizon Investments
North Carolina
$239M +$28.8M +503,136 +15%
HWM
10
HB Wealth Management
Georgia
$215M +$7.4M +129,137 +4%
UBS Group
11
UBS Group
Switzerland
$212M -$815K -14,220 -0.4%
Bank of America
12
Bank of America
North Carolina
$188M +$428K +7,474 +0.2%
OWM
13
Orgel Wealth Management
Wisconsin
$187M +$56.7M +989,732 +48%
Osaic Holdings
14
Osaic Holdings
Arizona
$186M +$14.1M +246,850 +9%
RA
15
RFG Advisory
Alabama
$159M +$11.2M +196,043 +8%
AA
16
Advisory Alpha
Michigan
$156M +$3.75M +65,436 +3%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$140M -$2.2M -38,487 -2%
PAG
18
Private Advisor Group
New Jersey
$138M +$29M +505,702 +29%
PI
19
PFS Investments
Georgia
$138M +$11.1M +194,385 +9%
WJA
20
Willis Johnson & Associates
Texas
$135M +$650K +11,339 +0.5%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$122M +$55.3M +965,663 +94%
Wells Fargo
22
Wells Fargo
California
$115M +$4.3M +75,141 +4%
NAS
23
Nicolet Advisory Services
Wisconsin
$113M -$8.11M -141,638 -7%
Corient Private Wealth
24
Corient Private Wealth
Florida
$113M -$2.31M -40,284 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$109M +$4.48M +78,225 +5%

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.