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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
PMFA
401
Plante Moran Financial Advisors
Michigan
$607K +$46.7K +814 +8%
CWS
402
Confluence Wealth Services
Pennsylvania
$607K +$141K +2,457 +32%
TF
403
TRH Financial
Iowa
$601K -$97.9K -1,708 -13%
LJAC
404
L.J. Altfest & Co
New York
$599K +$131K +2,286 +25%
NFSG
405
Newbridge Financial Services Group
Florida
$592K +$82.8K +1,444 +15%
3F
406
360 Financial
Minnesota
$577K +$102K +1,784 +18%
SPWM
407
Schrum Private Wealth Management
Florida
$571K -$253K -4,408 -29%
PFA
408
Pinnacle Family Advisors
Missouri
$565K +$7.45K +130 +1%
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$564K -$695K -12,116 -53%
TPWM
410
Twelve Points Wealth Management
Massachusetts
$564K +$619K +10,797 New
ISWM
411
Independent Solutions Wealth Management
New York
$562K -$4.7K -82 -0.8%
SFS
412
Security Financial Services
Indiana
$561K +$146K +2,540 +31%
JGIA
413
Jackson Grant Investment Advisers
Connecticut
$559K +$1.49K +26 +0.2%
MCC
414
Money Concepts Capital
Florida
$557K -$802K -13,983 -57%
CAC
415
Certified Advisory Corp
Florida
$552K -$82.9K -1,446 -12%
PA
416
PFG Advisors
Arizona
$551K -$32.5K -567 -5%
AF
417
Advisornet Financial
Minnesota
$550K -$166K -2,889 -22%
GW
418
GW & Wade
Massachusetts
$537K
HLOC
419
H.L. Ormond & Company
North Carolina
$533K +$155K +2,704 +36%
IFG
420
Independent Financial Group
California
$520K -$112K -1,956 -16%
CAMG
421
CWA Asset Management Group
Florida
$512K -$79.9K -1,393 -12%
OCPWS
422
One Charles Private Wealth Services
Massachusetts
$510K
SFPG
423
Stonebridge Financial Planning Group
Florida
$510K +$560K +9,761 New
CCA
424
Cadent Capital Advisors
Oklahoma
$504K +$1.38K +24 +0.2%
PG
425
Prostatis Group
Maryland
$504K -$2.74M -47,785 -83%

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.