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State Street SPDR Portfolio S&P 500 Growth ETF

675 hedge funds and large institutions have $7.99B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 341 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 186

62% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.01M

4% more funds holding in top 10

Funds holding in top 10: 113118 (+5)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

0% less funds holding

Funds holding: 678675 (-3)

1% less capital invested

Capital invested by funds: $8.05B → $7.99B (-$65.7M)

1.26% less ownership

Funds ownership: 67.81%66.55% (-1.3%)

Holders
675
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.63%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.03%
New
56
Increased
341
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PFM
251
Parsec Financial Management
North Carolina
$2.36M -$73.5K -1,307 -3%
CAGAS
252
Capital Advisory Group Advisory Services
Minnesota
$2.35M +$529K +9,396 +25%
GL
253
Graypoint LLC
New York
$2.35M +$723K +12,842 +38%
FFG
254
Fullen Financial Group
Ohio
$2.29M +$12.9K +230 +0.5%
KFI
255
Key Financial Inc
Pennsylvania
$2.28M +$411K +7,301 +19%
CA
256
Continuum Advisory
Idaho
$2.25M +$281 +5 +0%
CGFA
257
Colton Groome Financial Advisors
North Carolina
$2.25M +$2.53M +44,901 New
QCG
258
Quadrant Capital Group
Ohio
$2.23M
AT
259
American Trust
Kentucky
$2.21M -$347K -6,161 -12%
GKWIM
260
Gerber Kawasaki Wealth & Investment Management
California
$2.15M +$397K +7,063 +20%
SWMG
261
Sanchez Wealth Management Group
Florida
$2.08M +$697K +12,393 +43%
ISB
262
Iowa State Bank
Iowa
$2.08M -$128K -2,271 -5%
JSL
263
JT Stratford LLC
Georgia
$2.05M +$116K +2,055 +5%
APA
264
American Portfolios Advisors
New York
$2.03M +$457K +8,129 +25%
TW
265
Towerpoint Wealth
California
$2.02M +$35.1K +623 +2%
CAL
266
Capital Analysts LLC
Pennsylvania
$2.02M +$492K +8,742 +28%
BDF
267
Balasa Dinverno & Foltz
$1.97M +$398K +7,076 +22%
ETIA
268
Epic Trust Investment Advisors
Washington
$1.94M -$47K -835 -2%
IFG
269
Independent Financial Group
California
$1.92M +$1.59M +28,309 +285%
YIA
270
YHB Investment Advisors
Connecticut
$1.9M +$63.9K +1,135 +3%
Rockefeller Capital Management
271
Rockefeller Capital Management
New York
$1.85M -$280K -4,982 -12%
BAM
272
Belpointe Asset Management
Nevada
$1.81M +$653K +11,612 +47%
Lido Advisors
273
Lido Advisors
California
$1.78M -$68.7K -1,221 -3%
OIA
274
OneDigital Investment Advisors
Kansas
$1.73M +$65.8K +1,169 +4%
WPW
275
Waldron Private Wealth
Pennsylvania
$1.72M

SPYG Hedge Fund Activity: Q3 2022 in Review

675 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2022, worth a combined $7.99B — down 0.82% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 52 closed out — a net gain of 4 holders — while 341 added to existing stakes and 186 trimmed.

The largest buyer was LPL Financial, adding an estimated $188M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $70.1M sold.

  • 675 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2022, down from 678 in Q2 2022.
  • Funds reported $7.99B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2022, down 0.82% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2022 and 52 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $188M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2022 was Capital Directions Investment Advisors, an estimated $70.1M sold.

Based on aggregated 13F filings for Q3 2022.