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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
CM
376
Churchill Management
California
$734K +$103K +1,826 +14%
CA
377
Centerpoint Advisors
Massachusetts
$729K
MGIA
378
Moneta Group Investment Advisors
Missouri
$726K -$104K -1,844 -11%
PT
379
Plimoth Trust
Massachusetts
$724K -$91.1K -1,620 -10%
FMN
380
Financial Management Network
California
$715K -$25K -445 -3%
FA
381
FDx Advisors
Illinois
$712K +$800K +14,221 New
FWM
382
Fingerlakes Wealth Management
New York
$701K +$17.3K +308 +2%
BC
383
Brio Consultants
California
$694K +$86K +1,528 +13%
TFS
384
Thoroughbred Financial Services
Tennessee
$688K +$330K +5,861 +74%
ELI
385
Empire Life Investments
Ontario, Canada
$686K -$124K -2,200 -14%
ACM
386
Advance Capital Management
Michigan
$671K +$277K +4,920 +58%
MWM
387
MY Wealth Management
Maryland
$668K
ICG
388
InterOcean Capital Group
Tennessee
$662K
PIFP
389
Partners in Financial Planning
Virginia
$649K -$80.6K -1,432 -11%
LSPW
390
Lake Street Private Wealth
Illinois
$642K -$145K -2,579 -17%
OGF
391
Orin Green Financial
California
$637K
SS
392
Sunbelt Securities
Texas
$613K +$7.93K +141 +1%
LAS
393
LWM Advisory Services
Florida
$613K +$176K +3,125 +34%
LJAC
394
L.J. Altfest & Co
New York
$609K +$39.9K +710 +6%
VLC
395
Van Leeuwen & Company
New Jersey
$603K -$2.27M -40,275 -77%
PMFA
396
Plante Moran Financial Advisors
Michigan
$582K
GEA
397
Glen Eagle Advisors
New Jersey
$582K +$153K +2,718 +31%
PP
398
Prosperity Planning
Missouri
$581K +$652K +11,591 New
FMWA
399
Forvis Mazars Wealth Advisors
Missouri
$577K +$41K +729 +7%
CWMGP
400
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$577K +$239K +4,245 +58%

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.