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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
CCA
426
Cadent Capital Advisors
Oklahoma
$484K +$1.29K +23 +0.2%
ASN
427
Advisory Services Network
Georgia
$484K +$29.3K +520 +6%
CB
428
Community Bank
New York
$484K +$35.7K +635 +7%
SWM
429
SFG Wealth Management
Maryland
$482K +$68.6K +1,219 +15%
KMWM
430
Keudell/Morrison Wealth Management
Oregon
$472K +$530K +9,423 New
CC
431
Callan Capital
California
$467K +$525K +9,330 New
FFM
432
Forum Financial Management
Illinois
$466K +$3.6K +64 +0.7%
FWP
433
FAS Wealth Partners
Kansas
$466K +$57.6K +1,024 +12%
3F
434
360 Financial
Minnesota
$463K -$74.9K -1,331 -12%
FNBOO
435
First National Bank of Omaha
Nebraska
$457K
MP
436
McDonald Partners
Ohio
$448K -$19.7K -351 -4%
SMA
437
Sage Mountain Advisors
Georgia
$447K
CPIG
438
Chicago Partners Investment Group
Illinois
$445K -$309K -5,487 -38%
WA
439
Waverly Advisors
Alabama
$444K +$498K +8,857 New
WSWA
440
Warren Street Wealth Advisors
California
$442K -$18.6K -330 -4%
KOC
441
Koss-Olinger Consulting
Florida
$441K +$54.4K +966 +12%
AO
442
Advisor OS
Illinois
$440K +$77.2K +1,372 +18%
HVIA
443
Hudson Valley Investment Advisors
New York
$438K +$25.5K +454 +5%
GM
444
GeoWealth Management
Illinois
$432K +$27.7K +493 +6%
WH
445
Willner & Heller
California
$427K -$6.98K -124 -1%
BSW
446
Buckingham Strategic Wealth
Missouri
$421K -$35.1K -623 -7%
ADIM
447
Alpha DNA Investment Management
Maryland
$418K -$988K -17,556 -68%
GT
448
Glenmede Trust
Pennsylvania
$418K
HCWM
449
Harrison & Co Wealth Management
Virginia
$415K -$6.58K -117 -1%
APP
450
Avantax Planning Partners
Iowa
$411K +$462K +8,207 New

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.