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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
Corient Private Wealth
26
Corient Private Wealth
Florida
$81.5M +$83.7M +1,609,287 New
PI
27
PFS Investments
Georgia
$78.8M +$23.9M +459,031 +42%
B
28
Bridgeworth
Alabama
$77.9M +$75.5M +1,451,362 +1,684%
SF
29
Synovus Financial
Georgia
$70M +$71.5M +1,374,423 +19,231%
TF
30
TIAA FSB
Florida
$65.1M +$16.7M +320,948 +33%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$63.2M +$1M +19,233 +2%
FWM
32
Focused Wealth Management
New York
$63.2M -$2.49M -47,861 -4%
CWM
33
Connecticut Wealth Management
Connecticut
$62.8M +$8.8M +169,083 +16%
CDIA
34
Capital Directions Investment Advisors
Georgia
$61.5M +$63.1M +1,212,962 New
RW
35
Reframe Wealth
Virginia
$61.5M +$63.1M +1,212,962 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$60.1M -$6.62M -127,218 -10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$51.9M -$1.4M -26,892 -3%
ONB
38
Old National Bancorp
Indiana
$47M +$2.34M +45,006 +5%
NP
39
NorthRock Partners
Minnesota
$46.2M -$8.67M -166,619 -15%
BlackRock
40
BlackRock
New York
$45.2M +$2.31M +44,381 +5%
CA
41
CoreCap Advisors
Michigan
$44.6M +$4.68M +89,943 +11%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.3M +$41.4M +794,721 New
JMPWA
43
JP Morgan Private Wealth Advisors
California
$40.1M +$16.8M +322,223 +69%
HighTower Advisors
44
HighTower Advisors
Illinois
$39.3M +$2.27M +43,578 +6%
NA
45
Nottingham Advisors
New York
$37.6M +$228K +4,388 +0.6%
KW
46
KWB Wealth
California
$37.2M +$1.03M +19,704 +3%
KA
47
Klingman & Associates
New York
$37.2M +$2.65M +51,005 +7%
CFS
48
Cannon Financial Strategists
Georgia
$37.1M +$2.02M +38,819 +6%
EWA
49
ERTS Wealth Advisors
Michigan
$35.8M -$3.76M -72,268 -9%
FNT
50
First National Trust
Pennsylvania
$35M -$690K -13,269 -2%

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.