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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
Fifth Third Bancorp
376
Fifth Third Bancorp
Ohio
$830K -$79.1K -1,379 -8%
HWM
377
Horizon Wealth Management
Illinois
$828K -$21.1K -368 -2%
AssetMark Inc
378
AssetMark Inc
California
$826K -$975K -17,003 -52%
VWA
379
V Wealth Advisors
Kansas
$824K -$176K -3,074 -16%
BCI
380
Brinker Capital Investments
Pennsylvania
$807K +$29.4K +512 +3%
LSPW
381
Lake Street Private Wealth
Illinois
$804K +$691K +12,054 +362%
TCWM
382
Total Clarity Wealth Management
Illinois
$803K +$16.1K +281 +2%
CAM
383
Cresset Asset Management
Illinois
$791K +$665K +11,606 +329%
PFS
384
Prospera Financial Services
Texas
$787K -$5.56M -96,902 -87%
PIFP
385
Partners in Financial Planning
Virginia
$781K +$7.4K +129 +1%
CA
386
Centerpoint Advisors
Massachusetts
$761K
DA
387
Doliver Advisors
Texas
$756K -$362K -6,307 -30%
M1FG
388
Mach-1 Financial Group
Arkansas
$753K +$178K +3,106 +27%
FMN
389
Financial Management Network
California
$735K -$10.4K -182 -1%
WWA
390
WCG Wealth Advisors
Nevada
$735K +$807K +14,068 New
CI
391
Cavalier Investments
Georgia
$727K -$2.06M -35,989 -72%
FWM
392
Fingerlakes Wealth Management
New York
$715K +$31.8K +555 +4%
MWM
393
MY Wealth Management
Maryland
$697K
ICG
394
InterOcean Capital Group
Tennessee
$691K
OGF
395
Orin Green Financial
California
$684K +$729K +12,719 New
AIP
396
Ameritas Investment Partners
Nebraska
$678K +$69.4K +1,211 +10%
CM
397
Churchill Management
California
$670K +$18.9K +329 +3%
CW
398
CreativeOne Wealth
Kansas
$644K +$61.2K +1,068 +9%
SS
399
Sunbelt Securities
Texas
$632K +$11.2K +196 +2%
BC
400
Brio Consultants
California
$621K +$11.2K +196 +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.