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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
CAC
476
Certified Advisory Corp
Florida
$535K -$32.6K -627 -6%
GW
477
GW & Wade
Massachusetts
$527K -$6.24K -120 -1%
ADIM
478
Alpha DNA Investment Management
Maryland
$522K +$102K +1,960 +23%
WAM
479
WNY Asset Management
New York
$521K +$535K +10,277 New
FNBOO
480
First National Bank of Omaha
Nebraska
$519K +$58.7K +1,129 +12%
SS
481
Sunbelt Securities
Texas
$519K -$104K -1,999 -16%
HCWM
482
Harrison & Co Wealth Management
Virginia
$518K +$100K +1,927 +23%
SC
483
Savant Capital
Illinois
$517K +$187K +3,600 +55%
EFS
484
Econ Financial Services
Pennsylvania
$510K -$20.7K -397 -4%
OCPWS
485
One Charles Private Wealth Services
Massachusetts
$504K -$2.81K -54 -0.5%
CWMGP
486
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$501K -$84.4K -1,623 -14%
TSS
487
Two Sigma Securities
New York
$500K +$514K +9,874 New
LL
488
LWMG LLC
Minnesota
$500K +$514K +9,872 New
CCA
489
Cadent Capital Advisors
Oklahoma
$491K +$1.41K +27 +0.3%
SWM
490
SFG Wealth Management
Maryland
$489K +$1.87K +36 +0.4%
CC
491
Callan Capital
California
$488K +$15.7K +301 +3%
ASN
492
Advisory Services Network
Georgia
$486K -$3.9K -75 -0.8%
DADC
493
D.A. Davidson & Co
Montana
$485K -$7.13K -137 -1%
CAMG
494
CWA Asset Management Group
Florida
$477K -$29K -557 -6%
CS
495
Crescent Sterling
Louisiana
$471K +$484K +9,294 New
FA
496
Fiduciary Alliance
South Carolina
$469K +$481K +9,253 New
BRWA
497
B. Riley Wealth Advisors
Florida
$468K +$62.6K +1,203 +15%
CB
498
Community Bank
New York
$467K -$23K -442 -5%
HVIA
499
Hudson Valley Investment Advisors
New York
$464K +$21.6K +415 +5%
3F
500
360 Financial
Minnesota
$463K

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.