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State Street SPDR Portfolio S&P 500 Growth ETF

678 hedge funds and large institutions have $8.05B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 219 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $15M | Put options by funds: $7M

45% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 219

0.52% more ownership

Funds ownership: 67.29%67.81% (+0.52%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

5% less funds holding

Funds holding: 713678 (-35)

15% less capital invested

Capital invested by funds: $9.52B → $8.05B (-$1.47B)

28% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 89

Holders
678
Holders Change
-35
Holders Change %
-4.91%
% of All Funds
11.42%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.9%
New
64
Increased
318
Reduced
219
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
226
Brookstone Capital Management
Illinois
$3.29M -$37.5M -653,812 -92%
BWM
227
Boyd Wealth Management
California
$3.18M -$10.1M -175,831 -74%
GLA
228
Good Life Advisors
Pennsylvania
$3.15M +$585K +10,202 +20%
MA
229
Momentum Advisors
New York
$3.15M +$3.45M +60,209 New
DCM
230
Davidson Capital Management
Texas
$3.11M +$3.12M +54,494 +1,087%
Northwestern Mutual Wealth Management
231
Northwestern Mutual Wealth Management
Wisconsin
$3.09M +$565K +9,851 +20%
JP Morgan Chase
232
JP Morgan Chase
New York
$3.08M +$1.04M +18,051 +44%
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$3.05M +$367K +6,392 +12%
GWSG
234
GPS Wealth Strategies Group
Colorado
$3.04M +$2.71M +47,252 +435%
RIS
235
Retirement Income Solutions
Michigan
$3.03M +$115K +2,008 +4%
MWM
236
Marion Wealth Management
Pennsylvania
$2.95M +$506K +8,830 +19%
Koshinski Asset Management
237
Koshinski Asset Management
Illinois
$2.85M +$54.8K +955 +2%
IWA
238
IBEX Wealth Advisors
New Jersey
$2.85M -$3.61K -63 -0.1%
M&T Bank
239
M&T Bank
New York
$2.84M +$20M +347,935 +1,275%
AMG
240
Asset Management Group
Connecticut
$2.83M -$99.2K -1,730 -3%
BMD
241
Better Money Decisions
New Mexico
$2.74M -$861K -15,021 -22%
VLC
242
Van Leeuwen & Company
New Jersey
$2.73M -$482K -8,398 -14%
MWM
243
McNaughton Wealth Management
California
$2.73M +$2.99M +52,216 New
LWAC
244
Laurel Wealth Advisors (California)
California
$2.7M -$1.46M -25,450 -33%
SAM
245
Sequent Asset Management
Texas
$2.64M -$122K -2,125 -4%
AAS
246
Avantax Advisory Services
Texas
$2.63M +$1.31M +22,816 +83%
ARC
247
Advisor Resource Council
Texas
$2.58M +$2.83M +49,332 New
PFM
248
Parsec Financial Management
North Carolina
$2.53M -$73.3K -1,278 -3%
GSIS
249
Global Strategic Investment Solutions
Arizona
$2.52M +$2.81K +49 +0.1%
CWA
250
Centennial Wealth Advisory
Michigan
$2.51M -$259K -4,509 -9%

SPYG Hedge Fund Activity: Q2 2022 in Review

678 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2022, worth a combined $8.05B — down 15% from $9.52B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of SPYG and 64 opened new positions — a net loss of 25 holders — while 219 trimmed existing stakes and 318 added.

The largest buyer was LPL Financial, adding an estimated $134M. The largest seller was Ameriprise, cutting an estimated $39.5M.

  • 678 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2022, down from 713 in Q1 2022.
  • Funds reported $8.05B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 64 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2022 and 89 closed out, a net change of -25 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2022 was LPL Financial, an estimated $134M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2022 was Ameriprise, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2022.