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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
CWA
251
Clarus Wealth Advisors
Arizona
$3.22M -$1.77M -34,106 -35%
CFG
252
Citizens Financial Group
Rhode Island
$3.19M -$51.4K -987 -2%
CGFA
253
Colton Groome Financial Advisors
North Carolina
$3.17M +$916K +17,612 +39%
PTC
254
Private Trust Company
Ohio
$3.16M +$1.57M +30,094 +93%
GP
255
Girard Partners
Pennsylvania
$3.15M +$173K +3,328 +6%
CA
256
Cetera Advisors
Colorado
$3.12M +$1.92M +36,908 +149%
DI
257
DFPG Investments
Utah
$3.1M +$2.86M +55,006 +1,122%
RIS
258
Retirement Income Solutions
Michigan
$3.03M -$343K -6,588 -10%
AWM
259
Avior Wealth Management
Nebraska
$3.02M +$482K +9,265 +18%
BWM
260
BCS Wealth Management
Tennessee
$3.01M +$1.58M +30,330 +104%
AFP
261
Ausdal Financial Partners
Iowa
$3M -$370K -7,110 -11%
CAGAS
262
Capital Advisory Group Advisory Services
Minnesota
$2.99M +$632K +12,137 +26%
BWM
263
Boyd Wealth Management
California
$2.99M -$1.36M -26,116 -31%
Koshinski Asset Management
264
Koshinski Asset Management
Illinois
$2.97M -$28.7K -551 -0.9%
FFA
265
Fragasso Financial Advisors
Pennsylvania
$2.96M +$2.78M +53,420 +1,089%
SAM
266
Sequent Asset Management
Texas
$2.93M -$2.03K -39 -0.1%
BCM
267
Brookstone Capital Management
Illinois
$2.89M -$15.6K -300 -0.5%
LA
268
LexAurum Advisors
Kansas
$2.88M +$426K +8,180 +17%
V
269
Veritable
Delaware
$2.87M +$35.6K +685 +1%
TW
270
Towerpoint Wealth
California
$2.85M +$822K +15,792 +39%
AAS
271
Avantax Advisory Services
Texas
$2.84M -$131K -2,519 -4%
HP
272
Hilltop Partners
Indiana
$2.82M +$2.89M +55,571 New
TFS
273
TrustCore Financial Services
Tennessee
$2.79M +$2.31M +44,473 +421%
TFGT
274
TS Financial Group (TSFG)
Illinois
$2.76M +$2.61M +50,124 +1,140%
BBWP
275
Beacon Bridge Wealth Partners
Pennsylvania
$2.76M +$2.83M +54,413 New

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.