We are live on ! Find out more
SPYG icon

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
HAS
401
HBW Advisory Services
California
$983K -$5.46K -105 -0.5%
CPC
402
Consolidated Planning Corp
Georgia
$977K +$752K +14,460 +300%
MF
403
Meridian Financial
Massachusetts
$959K -$10.4K -199 -1%
LC
404
Legacy CG
Texas
$949K +$3.8K +73 +0.4%
AWM
405
Apollon Wealth Management
South Carolina
$938K -$167K -3,205 -15%
CFA
406
Compass Financial Advisors
Indiana
$918K -$3.54K -68 -0.4%
VVP
407
Venture Visionary Partners
Ohio
$898K +$922K +17,717 New
IF
408
Intrua Financial
Texas
$889K +$833 +16 +0.1%
RFN
409
Redwood Financial Network
Ohio
$889K +$38.2K +735 +4%
AWE
410
Avidian Wealth Enterprises
Texas
$888K +$912K +17,520 New
WWM
411
Windsor Wealth Management
Indiana
$881K +$524K +10,077 +138%
AIC
412
Ayalon Insurance Company
Israel
$867K -$40.3K -774 -4%
AWM
413
Angeles Wealth Management
California
$854K +$516K +9,910 +143%
BEI
414
Benjamin Edwards Inc
Missouri
$853K -$638K -12,266 -42%
RIA
415
Regal Investment Advisors
Michigan
$848K
PNC Financial Services Group
416
PNC Financial Services Group
Pennsylvania
$847K -$10.9K -210 -1%
OPS
417
Orion Portfolio Solutions
Nebraska
$844K -$58.7K -1,128 -6%
ACP
418
Aveo Capital Partners
Colorado
$838K +$861K +16,546 New
MMA
419
Miracle Mile Advisors
California
$836K +$2.34K +45 +0.3%
CT
420
Caldwell Trust
Florida
$832K -$5.15K -99 -0.6%
CM
421
Churchill Management
California
$815K +$74.5K +1,432 +10%
MWM
422
Modera Wealth Management
New Jersey
$810K -$258K -4,968 -24%
GAG
423
GM Advisory Group
New York
$803K +$42K +807 +5%
Fifth Third Bancorp
424
Fifth Third Bancorp
Ohio
$799K
JWBC
425
John W. Brooker & Co
California
$794K +$501K +9,635 +160%

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.