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State Street SPDR Portfolio S&P 500 Growth ETF

756 hedge funds and large institutions have $12.9B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 333 increasing their positions, 203 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

245% more first-time investments, than exits

New positions opened: 138 | Existing positions closed: 40

232% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $3.48M

64% more repeat investments, than reductions

Existing positions increased: 333 | Existing positions reduced: 203

62% more capital invested

Capital invested by funds: $7.99B → $12.9B (+$4.93B)

12% more funds holding

Funds holding: 675756 (+81)

10% more funds holding in top 10

Funds holding in top 10: 118130 (+12)

6.71% more ownership

Funds ownership: 66.55%73.26% (+6.7%)

Holders
756
Holders Change
+81
Holders Change %
+12%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.09%
New
138
Increased
333
Reduced
203
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BCG
226
Breakwater Capital Group
New Jersey
$4.1M +$4.21M +80,926 New
GRP
227
Global Retirement Partners
California
$4.05M +$376K +7,235 +10%
GWSG
228
GPS Wealth Strategies Group
Colorado
$4.01M +$267K +5,122 +7%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$1.26M +24,279 +44%
HIF
230
Hill Island Financial
Michigan
$3.97M +$4.07M +78,289 New
OPPS
231
Obsidian Personal Planning Solutions
Maryland
$3.92M +$246K +4,729 +7%
LTL
232
Lowery Thomas LLC
California
$3.9M -$1.44M -27,594 -26%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$3.81M +$459K +8,827 +13%
MSAM
234
Moloney Securities Asset Management
Missouri
$3.78M -$470K -9,032 -11%
GL
235
Graypoint LLC
New York
$3.77M +$1.43M +27,452 +59%
HI
236
Harbour Investments
Wisconsin
$3.77M +$402K +7,731 +12%
CWM
237
Collaborative Wealth Management
Florida
$3.73M -$128K -2,459 -3%
CFG
238
Cooper Financial Group
California
$3.67M +$127K +2,437 +3%
LA
239
Lane & Associates
New Jersey
$3.65M +$3.75M +72,037 New
JFG
240
JDM Financial Group
Texas
$3.65M +$3.74M +71,941 New
CF
241
Centaurus Financial
California
$3.58M -$80.4K -1,546 -2%
PWA
242
Providence Wealth Advisors
Illinois
$3.56M +$133K +2,565 +4%
MWM
243
Marion Wealth Management
Pennsylvania
$3.53M +$745K +14,319 +26%
RWPA
244
Richard W. Paul & Associates
Michigan
$3.51M +$3.6M +69,232 New
LWAC
245
Laurel Wealth Advisors (California)
California
$3.49M +$446K +8,569 +14%
CG
246
Colony Group
Massachusetts
$3.48M +$3.35M +64,459 +1,533%
CI
247
CX Institutional
Indiana
$3.38M -$6.63M -127,417 -66%
FF
248
Financial Futures
New Jersey
$3.35M +$312K +5,988 +10%
LIA
249
Luken Investment Analytics
Tennessee
$3.26M +$3.35M +64,348 New
OAM
250
Oppenheimer Asset Management
New York
$3.24M +$4.68K +90 +0.1%

SPYG Hedge Fund Activity: Q4 2022 in Review

756 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2022, worth a combined $12.9B — up 62% from $7.99B a quarter earlier.

Buyers outnumbered sellers: 138 funds opened new SPYG positions and 40 closed out — a net gain of 98 holders — while 333 added to existing stakes and 203 trimmed.

The largest buyer was First Command Advisory Services, opening a new position worth an estimated $564M. The largest seller was One Capital Management, cutting an estimated $39.6M.

  • 756 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2022, up from 675 in Q3 2022.
  • Funds reported $12.9B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2022, up 62% quarter-over-quarter.
  • 138 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2022 and 40 closed out, a net change of +98 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2022 was First Command Advisory Services, an estimated $564M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2022 was One Capital Management, an estimated $39.6M sold.

Based on aggregated 13F filings for Q4 2022.