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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
BF
376
BOK Financial
Oklahoma
$1.21M -$244K -4,693 -16%
SFG
377
Sunburst Financial Group
Alabama
$1.2M +$83.1K +1,598 +7%
VWA
378
V Wealth Advisors
Kansas
$1.2M +$359K +6,891 +41%
Bank of New York Mellon
379
Bank of New York Mellon
New York
$1.18M +$232K +4,452 +24%
KMWM
380
Keudell/Morrison Wealth Management
Oregon
$1.18M +$720K +13,842 +147%
BA
381
Bristlecone Advisors
Washington
$1.18M +$224K +4,305 +23%
NF
382
Nvest Financial
New Hampshire
$1.16M +$4.06K +78 +0.3%
MWM
383
Mission Wealth Management
California
$1.15M +$1.19M +22,780 New
LNC
384
Lincoln National Corp
Pennsylvania
$1.14M +$34.6K +665 +3%
JWCA
385
J.W. Cole Advisors
Florida
$1.14M -$106K -2,038 -8%
SB
386
Strategic Blueprint
Georgia
$1.13M +$102K +1,959 +10%
SFPG
387
Stonebridge Financial Planning Group
Florida
$1.12M +$167K +3,210 +17%
GIA
388
Gladstone Institutional Advisory
Florida
$1.11M +$904K +17,377 +383%
ECG
389
Edge Capital Group
Georgia
$1.1M +$1.12M +21,611 New
GWP
390
Gateway Wealth Partners
Wisconsin
$1.08M +$1.11M +21,370 New
IWC
391
Integrated Wealth Concepts
Massachusetts
$1.08M +$76.1K +1,462 +7%
VCM
392
Vigilant Capital Management
Maine
$1.05M +$219K +4,200 +25%
IHWM
393
Iron Horse Wealth Management
Iowa
$1.05M +$743K +14,279 +224%
RW
394
Rede Wealth
Virginia
$1.04M -$200K -3,851 -16%
MA
395
MONECO Advisors
Connecticut
$1.02M -$187K -3,598 -15%
FWM
396
Foresight Wealth Management
Utah
$1.02M -$9.09M -174,787 -90%
MWC
397
MBM Wealth Consultants
Missouri
$1.01M +$139K +2,669 +15%
KPWS
398
Kestra Private Wealth Services
Texas
$1.01M +$526K +10,106 +104%
M1FG
399
Mach-1 Financial Group
Arkansas
$999K +$97.1K +1,866 +10%
TIA
400
Traphagen Investment Advisors
New Jersey
$993K +$4.27K +82 +3%

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.