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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
Wealth Enhancement Advisory Services
451
Wealth Enhancement Advisory Services
Minnesota
$666K +$293K +5,639 +81%
CAS
452
Coppell Advisory Solutions
Texas
$664K +$682K +13,105 New
CASC
453
Coppell Advisory Solutions Corp
Texas
$664K +$682K +13,105 New
Betterment LLC
454
Betterment LLC
New York
$664K +$188K +3,622 +38%
OGF
455
Orin Green Financial
California
$644K
IP
456
Ignite Planners
California
$622K +$77.3K +1,485 +15%
LAS
457
LWM Advisory Services
Florida
$615K -$4.53K -87 -0.7%
RSA
458
River Street Advisors
Illinois
$614K +$631K +12,125 New
EWA
459
EP Wealth Advisors
California
$611K +$628K +12,065 New
IA
460
IFG Advisory
Georgia
$598K +$70.7K +1,359 +13%
HWA
461
HHM Wealth Advisors
Tennessee
$594K +$610K +11,720 New
PMFA
462
Plante Moran Financial Advisors
Michigan
$589K
OL
463
Optas LLC
Texas
$585K +$601K +11,548 New
PA
464
PFG Advisors
Arizona
$578K +$61.9K +1,190 +12%
FA
465
FC Advisory
Pennsylvania
$577K +$234K +4,495 +65%
FWP
466
FAS Wealth Partners
Kansas
$574K +$106K +2,028 +22%
ICG
467
InterOcean Capital Group
Tennessee
$568K -$104K -2,000 -15%
LMKC
468
L.M. Kohn & Company
Ohio
$563K +$328K +6,295 +131%
PFA
469
Pinnacle Family Advisors
Missouri
$559K +$5.15K +99 +0.9%
CW
470
CreativeOne Wealth
Kansas
$559K -$20.8K -400 -4%
SPWM
471
Schrum Private Wealth Management
Florida
$556K +$1.41K +27 +0.2%
BC
472
Brio Consultants
California
$551K -$123K -2,365 -18%
JGIA
473
Jackson Grant Investment Advisers
Connecticut
$545K +$1.51K +29 +0.3%
SIAS
474
Summit Investment Advisory Services
Minnesota
$542K +$557K +10,705 New
CWM
475
Catalyst Wealth Management
Georgia
$541K +$555K +10,669 New

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.