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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
MWM
326
Modera Wealth Management
New Jersey
$1.26M -$80.7K -1,407 -6%
PPP
327
Private Portfolio Partners
New Jersey
$1.23M +$745 +13 +0.1%
LIA
328
LBMC Investment Advisors
Tennessee
$1.22M +$581K +10,136 +77%
SF
329
Safeguard Financial
Wisconsin
$1.2M +$653K +11,391 +99%
NF
330
Nvest Financial
New Hampshire
$1.19M -$80.3K -1,400 -6%
HAS
331
HBW Advisory Services
California
$1.19M -$136K -2,368 -9%
LF
332
Lantz Financial
Illinois
$1.17M -$106K -1,855 -8%
DWM
333
Dakota Wealth Management
Florida
$1.17M +$393K +6,860 +44%
SFG
334
Sunburst Financial Group
Alabama
$1.16M +$1.27M +22,174 New
OWA
335
Opal Wealth Advisors
New York
$1.15M -$78.7K -1,372 -6%
Citadel Advisors
336
Citadel Advisors
Florida
$1.15M +$1.26M +21,894 New
SL
337
Salomon & Ludwin
Virginia
$1.13M +$73.6K +1,283 +6%
JWCA
338
J.W. Cole Advisors
Florida
$1.13M +$225K +3,929 +22%
RW
339
Rede Wealth
Virginia
$1.12M +$1.23M +21,422 New
CA
340
Cetera Advisors
Colorado
$1.1M +$131K +2,283 +12%
JWS
341
Juncture Wealth Strategies
Arizona
$1.09M -$466K -8,129 -28%
SB
342
Strategic Blueprint
Georgia
$1.09M -$203K -3,537 -15%
LFG
343
Larson Financial Group
Missouri
$1.09M -$1.19M -20,792 -50%
IMC Chicago
344
IMC Chicago
Illinois
$1.07M -$67.3K -1,173 -5%
TIA
345
Traphagen Investment Advisors
New Jersey
$1.07M +$1.55K +27 +1%
WAP
346
Wealthcare Advisory Partners
Pennsylvania
$1.06M -$27.3K -476 -2%
RC
347
RegentAtlantic Capital
New Jersey
$1.03M -$381K -6,639 -25%
IWC
348
Integrated Wealth Concepts
Massachusetts
$1.01M +$141K +2,451 +15%
MF
349
Meridian Financial
Massachusetts
$1,000K -$80.3K -1,400 -7%
BWM
350
BCS Wealth Management
Tennessee
$995K +$444K +7,748 +69%

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.