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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
SL
326
Salomon & Ludwin
Virginia
$1.15M +$69K +1,227 +6%
NF
327
Nvest Financial
New Hampshire
$1.14M -$1.24K -22 -0.1%
OWA
328
Opal Wealth Advisors
New York
$1.11M +$8.89K +158 +0.7%
SFG
329
Sunburst Financial Group
Alabama
$1.11M
LNC
330
Lincoln National Corp
Pennsylvania
$1.1M -$288K -5,125 -19%
Natixis Advisors
331
Natixis Advisors
Massachusetts
$1.09M -$315K -5,604 -20%
AWM
332
Apollon Wealth Management
South Carolina
$1.09M -$549K -9,754 -31%
MWM
333
Modera Wealth Management
New Jersey
$1.05M -$176K -3,124 -13%
SFS
334
Sowell Financial Services
Arkansas
$1.04M +$1.17M +20,746 New
SB
335
Strategic Blueprint
Georgia
$1.02M -$28K -497 -2%
BHBT
336
Burke & Herbert Bank & Trust
Virginia
$1.01M +$237K +4,204 +26%
IWC
337
Integrated Wealth Concepts
Massachusetts
$994K +$29.3K +521 +3%
SIA
338
Schechter Investment Advisors
Michigan
$993K -$315K -5,592 -22%
HAS
339
HBW Advisory Services
California
$978K -$179K -3,178 -14%
WAOI
340
Wealth Advisors of Iowa
Iowa
$977K -$8.22M -146,113 -88%
MF
341
Meridian Financial
Massachusetts
$958K
BA
342
Bristlecone Advisors
Washington
$949K +$20.1K +357 +2%
SFPG
343
Stonebridge Financial Planning Group
Florida
$944K +$511K +9,076 +93%
Bank of New York Mellon
344
Bank of New York Mellon
New York
$943K +$450 +8 +0%
RC
345
RegentAtlantic Capital
New Jersey
$940K -$49.6K -882 -4%
LC
346
Legacy CG
Texas
$935K +$15.1K +268 +1%
CFA
347
Compass Financial Advisors
Indiana
$911K +$65.7K +1,168 +7%
TIA
348
Traphagen Investment Advisors
New Jersey
$898K -$17.5K -311 -11%
AIC
349
Ayalon Insurance Company
Israel
$896K +$492K +8,747 +96%
MWC
350
MBM Wealth Consultants
Missouri
$894K +$21K +373 +2%

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.