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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
CW
401
CreativeOne Wealth
Kansas
$573K -$50.4K -895 -7%
CAC
402
Certified Advisory Corp
Florida
$561K +$36.1K +641 +6%
SPWM
403
Schrum Private Wealth Management
Florida
$549K +$1.46K +26 +0.2%
PFA
404
Pinnacle Family Advisors
Missouri
$548K +$7.14K +127 +1%
WEG
405
World Equity Group
Illinois
$539K +$605K +10,761 New
TPWM
406
Twelve Points Wealth Management
Massachusetts
$537K -$4.28K -76 -0.7%
JGIA
407
Jackson Grant Investment Advisers
Connecticut
$537K +$1.52K +27 +0.3%
TFS
408
TrustCore Financial Services
Tennessee
$529K +$259K +4,603 +77%
GW
409
GW & Wade
Massachusetts
$527K +$13.6K +241 +2%
EFS
410
Econ Financial Services
Pennsylvania
$524K +$589K +10,462 New
IA
411
IFG Advisory
Georgia
$523K +$218K +3,879 +59%
IP
412
Ignite Planners
California
$520K +$91.4K +1,624 +19%
Northern Trust
413
Northern Trust
Illinois
$514K +$85.5K +1,519 +17%
PA
414
PFG Advisors
Arizona
$512K -$17.7K -314 -3%
MCC
415
Money Concepts Capital
Florida
$509K -$23.7K -421 -4%
HLOC
416
H.L. Ormond & Company
North Carolina
$509K -$1.69K -30 -0.3%
NFSG
417
Newbridge Financial Services Group
Florida
$507K -$67.8K -1,205 -11%
SFS
418
Security Financial Services
Indiana
$507K -$34.4K -611 -6%
CWS
419
Confluence Wealth Services
Pennsylvania
$505K +$563 +10 +0.1%
OCPWS
420
One Charles Private Wealth Services
Massachusetts
$501K +$20.6K +366 +4%
CAMG
421
CWA Asset Management Group
Florida
$499K +$8.95K +159 +2%
Betterment LLC
422
Betterment LLC
New York
$495K
WWA
423
WCG Wealth Advisors
Nevada
$493K -$238K -4,229 -30%
KPWS
424
Kestra Private Wealth Services
Texas
$489K +$549K +9,756 New
DADC
425
D.A. Davidson & Co
Montana
$486K +$10.5K +187 +2%

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.