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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
Franklin Resources
301
Franklin Resources
California
$1.49M +$25.2K +439 +2%
CBC
302
Coombe, Bender & Co
New York
$1.48M +$1.63M +28,390 New
PTC
303
Private Trust Company
Ohio
$1.47M -$1.32M -23,020 -45%
CIAS
304
Capital Investment Advisory Services
North Carolina
$1.46M +$151K +2,629 +10%
Natixis Advisors
305
Natixis Advisors
Massachusetts
$1.43M +$450K +7,845 +40%
LNC
306
Lincoln National Corp
Pennsylvania
$1.41M +$408K +7,114 +36%
PRWA
307
Platte River Wealth Advisors
Colorado
$1.41M +$1.32M +23,050 +587%
PPW
308
Pinnacle Private Wealth
Massachusetts
$1.41M -$28.6K -498 -2%
SF
309
Summit Financial
New Jersey
$1.41M +$216K +3,760 +16%
BEI
310
Benjamin Edwards Inc
Missouri
$1.38M +$678K +11,824 +81%
MG
311
Mather Group
Illinois
$1.37M +$1.32M +23,022 +720%
PPW
312
Parcion Private Wealth
Washington
$1.36M +$1.2M +20,876 +613%
Cerity Partners
313
Cerity Partners
New York
$1.36M -$101K -1,770 -6%
ADIM
314
Alpha DNA Investment Management
Maryland
$1.35M -$1.49M -25,926 -50%
MA
315
Mutual Advisors
Nebraska
$1.34M +$448K +7,811 +44%
BOPW
316
Brandywine Oak Private Wealth
Pennsylvania
$1.34M +$1.48M +25,736 New
IMOV
317
Investment Management of Virginia
Virginia
$1.34M -$172K -3,003 -11%
SIA
318
Schechter Investment Advisors
Michigan
$1.33M +$441K +7,693 +43%
WP
319
WealthShield Partners
North Carolina
$1.33M -$32K -558 -2%
CAPTRUST Financial Advisors
320
CAPTRUST Financial Advisors
North Carolina
$1.32M +$551K +9,602 +61%
MA
321
MONECO Advisors
Connecticut
$1.32M +$721K +12,577 +100%
SSW
322
Stone Summit Wealth
Florida
$1.28M +$141K +2,456 +11%
BAM
323
Belpointe Asset Management
Nevada
$1.28M +$24.3K +424 +2%
FIM
324
Fernwood Investment Management
Massachusetts
$1.28M +$11.5K +200 +0.8%
RMAM
325
Raab & Moskowitz Asset Management
New Jersey
$1.27M -$26.8K -467 -2%

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.