We are live on ! Find out more
SPYG icon

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
AF
451
Arrow Financial
New York
$434K -$1.09K -19 -0.2%
HVIA
452
Hudson Valley Investment Advisors
New York
$434K +$5.73K +100 +1%
KCM
453
Karp Capital Management
California
$434K +$476K +8,304 New
FWP
454
FAS Wealth Partners
Kansas
$433K +$215K +3,744 +82%
CG
455
Colony Group
Massachusetts
$427K -$63K -1,099 -12%
GM
456
GeoWealth Management
Illinois
$425K -$6.77M -118,007 -94%
WAM
457
Wallington Asset Management
Indiana
$422K +$42.4K +740 +10%
EWA
458
EP Wealth Advisors
California
$422K +$155K +2,711 +51%
BG
459
Benedetti & Gucer
Georgia
$419K -$50.4K -879 -10%
KCIA
460
Kingsbury Capital Investment Advisors
Illinois
$415K -$520K -9,077 -53%
HF
461
Halpern Financial
Virginia
$414K +$59K +1,029 +15%
TFS
462
Thoroughbred Financial Services
Tennessee
$411K +$111K +1,942 +33%
KOC
463
Koss-Olinger Consulting
Florida
$410K
BA
464
Ballast Advisors
Minnesota
$408K -$48.7K -850 -10%
KCM
465
Kennicott Capital Management
California
$401K
EFS
466
Essex Financial Services
Connecticut
$398K -$18.5K -322 -4%
FPAS
467
Focus Partners Advisor Solutions
Missouri
$398K
DAS
468
Dynamic Advisor Solutions
Arizona
$394K -$366K -6,387 -46%
BRWA
469
B. Riley Wealth Advisors
Florida
$393K +$86.2K +1,504 +25%
WWM
470
Windsor Wealth Management
Indiana
$393K +$419K +7,307 New
SI
471
Stephens Inc
Arkansas
$390K -$54.3K -947 -11%
IIA
472
IPG Investment Advisors
California
$390K +$6.48K +113 +2%
VCM
473
Virtue Capital Management
Tennessee
$389K +$37.1K +647 +10%
AO
474
Advisor OS
Illinois
$388K -$3.44M -59,964 -89%
WSTAM
475
Wilbanks Smith & Thomas Asset Management
Virginia
$380K

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.