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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
ST
501
Somerset Trust
Pennsylvania
$316K +$94.2K +1,642 +37%
IWA
502
Intercontinental Wealth Advisors
Texas
$314K -$34.8K -607 -9%
UCB
503
United Community Bank
South Carolina
$313K +$344K +5,992 New
LW
504
Linscomb Wealth
Texas
$313K -$1.72K -30 -0.5%
Kovitz Investment Group Partners
505
Kovitz Investment Group Partners
Illinois
$312K
LAS
506
Lloyd Advisory Services
Georgia
$311K -$80.9K -1,411 -19%
TFS
507
TrustCore Financial Services
Tennessee
$311K +$326K +5,684 +2,121%
FAM
508
Formidable Asset Management
Ohio
$310K
CA
509
Calton & Associates
Florida
$309K -$6.13K -107 -2%
SBIA
510
Sheaff Brock Investment Advisors
Indiana
$308K +$42.4K +740 +14%
DCM
511
Donaldson Capital Management
Indiana
$298K -$68K -1,186 -17%
MIM
512
Moseley Investment Management
Florida
$297K -$688 -12 -0.2%
FG
513
Fiduciary Group
Georgia
$295K -$55K -959 -16%
FC
514
Fusion Capital
South Carolina
$293K -$5.96K -104 -2%
EP
515
Eudaimonia Partners
Tennessee
$289K +$317K +5,532 New
FFN
516
Focus Financial Network
Minnesota
$288K +$4.07K +71 +1%
IAN
517
Integrated Advisors Network
Texas
$287K -$83.5K -1,457 -21%
ATPW
518
Ashton Thomas Private Wealth
Arizona
$286K -$111K -1,932 -26%
ANTB
519
AMG National Trust Bank
Colorado
$283K
PCIA
520
Prime Capital Investment Advisors
Kansas
$277K -$648K -11,303 -68%
VFA
521
Valeo Financial Advisors
Indiana
$273K -$36.1K -629 -11%
EGA
522
Eagle Global Advisors
Texas
$272K -$150K -2,615 -33%
CF
523
Centaurus Financial
California
$268K -$4.93K -86 -2%
AFM
524
Abbot Financial Management
Massachusetts
$267K
EWM
525
EPG Wealth Management
Georgia
$267K +$631 +11 +0.2%

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.