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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
CFGS
326
Concourse Financial Group Securities
Alabama
$1.71M +$492K +9,460 +39%
WA
327
Wambolt & Associates
Colorado
$1.71M -$9.31K -179 -0.5%
MSS
328
Mitchell Sinkler & Starr
Pennsylvania
$1.7M +$199K +3,825 +13%
MA
329
Mutual Advisors
Nebraska
$1.7M -$32.8K -630 -2%
AIP
330
Ameritas Investment Partners
Nebraska
$1.69M +$232K +4,458 +15%
RCAG
331
Rehmann Capital Advisory Group
Michigan
$1.68M +$91.1K +1,751 +6%
MWM
332
Marietta Wealth Management
Georgia
$1.68M
LIA
333
LBMC Investment Advisors
Tennessee
$1.68M +$416 +8 +0%
WAOI
334
Wealth Advisors of Iowa
Iowa
$1.64M +$669K +12,861 +66%
WAP
335
Wealthcare Advisory Partners
Pennsylvania
$1.58M +$333K +6,397 +26%
SS
336
Simplicity Solutions
Minnesota
$1.57M +$45.2K +869 +3%
SL
337
Salomon & Ludwin
Virginia
$1.57M +$419K +8,054 +35%
William Blair & Company
338
William Blair & Company
Illinois
$1.56M -$47.3K -910 -3%
CIBC Private Wealth Group
339
CIBC Private Wealth Group
Georgia
$1.55M +$1.87M +36,030 New
PPP
340
Private Portfolio Partners
New Jersey
$1.54M +$2.81K +54 +0.2%
MP
341
McDonald Partners
Ohio
$1.49M +$1.07M +20,476 +229%
US Bancorp
342
US Bancorp
Minnesota
$1.47M +$15.2K +292 +1%
VFPI
343
Vantage Financial Partners (Illinois)
Illinois
$1.47M +$1.51M +28,952 New
SWA
344
Stratos Wealth Advisors
Ohio
$1.47M -$1.86M -35,653 -55%
JWS
345
Juncture Wealth Strategies
Arizona
$1.47M +$41.2K +791 +3%
BHBT
346
Burke & Herbert Bank & Trust
Virginia
$1.46M +$453K +8,707 +43%
AWM
347
Axxcess Wealth Management
California
$1.45M +$1.15M +22,022 +330%
PCM
348
Presidio Capital Management
California
$1.45M +$1.49M +28,697 New
ICP
349
Interchange Capital Partners
Pennsylvania
$1.45M +$718K +13,797 +93%
SFG
350
Sovereign Financial Group
Connecticut
$1.44M -$3.64K -70 -0.2%

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.