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State Street SPDR Portfolio S&P 500 Growth ETF

675 hedge funds and large institutions have $7.99B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 341 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 186

62% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.01M

4% more funds holding in top 10

Funds holding in top 10: 113118 (+5)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

0% less funds holding

Funds holding: 678675 (-3)

1% less capital invested

Capital invested by funds: $8.05B → $7.99B (-$65.7M)

1.26% less ownership

Funds ownership: 67.81%66.55% (-1.3%)

Holders
675
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.63%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.03%
New
56
Increased
341
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
501
John W. Brooker & Co
California
$303K
ST
502
Somerset Trust
Pennsylvania
$303K
LW
503
Linscomb Wealth
Texas
$303K +$3.09K +55 +0.9%
AssetMark Inc
504
AssetMark Inc
California
$301K -$550K -9,783 -62%
DAS
505
Dynamic Advisor Solutions
Arizona
$301K -$86K -1,529 -20%
UCB
506
United Community Bank
South Carolina
$300K
Kovitz Investment Group Partners
507
Kovitz Investment Group Partners
Illinois
$299K
CA
508
Calton & Associates
Florida
$296K +$169 +3 +0.1%
SBIA
509
Sheaff Brock Investment Advisors
Indiana
$295K
FG
510
Fiduciary Group
Georgia
$295K +$37K +658 +13%
WAM
511
Wallington Asset Management
Indiana
$291K -$128K -2,270 -28%
NW
512
Naviter Wealth
Arkansas
$291K +$326K +5,800 New
FAM
513
Formidable Asset Management
Ohio
$290K
MCWS
514
McKinley Carter Wealth Services
West Virginia
$289K -$58.1K -1,032 -15%
DCM
515
Donaldson Capital Management
Indiana
$288K +$2.25K +40 +0.7%
Wolverine Trading
516
Wolverine Trading
Illinois
$287K +$317K +5,632 New
IAN
517
Integrated Advisors Network
Texas
$286K +$12.8K +227 +4%
MIM
518
Moseley Investment Management
Florida
$281K -$3.38K -60 -1%
FC
519
Fusion Capital
South Carolina
$281K +$506 +9 +0.2%
NFC
520
Northeast Financial Consultants
Connecticut
$278K +$313K +5,555 New
EP
521
Equius Partners
California
$268K +$300K +5,340 New
ATPW
522
Ashton Thomas Private Wealth
Arizona
$268K -$6.81K -121 -2%
PCIA
523
Prime Capital Investment Advisors
Kansas
$264K -$1.46K -26 -0.5%
EWM
524
EPG Wealth Management
Georgia
$256K +$619 +11 +0.2%
DI
525
DFPG Investments
Utah
$254K +$276K +4,902 New

SPYG Hedge Fund Activity: Q3 2022 in Review

675 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2022, worth a combined $7.99B — down 0.82% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 52 closed out — a net gain of 4 holders — while 341 added to existing stakes and 186 trimmed.

The largest buyer was LPL Financial, adding an estimated $188M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $70.1M sold.

  • 675 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2022, down from 678 in Q2 2022.
  • Funds reported $7.99B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2022, down 0.82% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2022 and 52 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $188M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2022 was Capital Directions Investment Advisors, an estimated $70.1M sold.

Based on aggregated 13F filings for Q3 2022.