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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
VWA
501
Visionary Wealth Advisors
Illinois
$455K -$432K -8,299 -48%
WH
502
Willner & Heller
California
$455K +$23.7K +456 +5%
AO
503
Advisor OS
Illinois
$451K +$5.78K +111 +1%
WA
504
Waverly Advisors
Alabama
$449K
CWS
505
Confluence Wealth Services
Pennsylvania
$449K -$63.8K -1,227 -12%
SCP
506
Stevens Capital Partners
Nebraska
$447K +$459K +8,829 New
LCM
507
Leisure Capital Management
California
$445K +$457K +8,775 New
EFS
508
Essex Financial Services
Connecticut
$439K +$49.9K +959 +12%
WAG
509
Wallace Advisory Group
California
$427K +$439K +8,432 New
FMWA
510
Forvis Mazars Wealth Advisors
Missouri
$426K -$162K -3,105 -27%
VCM
511
Virtue Capital Management
Tennessee
$425K +$22.3K +428 +5%
SW
512
Simplicity Wealth
New Jersey
$424K -$3.59M -69,027 -89%
GT
513
Glenmede Trust
Pennsylvania
$423K
APP
514
Avantax Planning Partners
Iowa
$416K
WEG
515
World Equity Group
Illinois
$413K -$136K -2,616 -24%
BG
516
Benedetti & Gucer
Georgia
$406K +$104 +2 +0%
KOC
517
Koss-Olinger Consulting
Florida
$405K -$42.4K -814 -9%
AF
518
Advisornet Financial
Minnesota
$400K
BSW
519
Buckingham Strategic Wealth
Missouri
$399K -$27.7K -533 -6%
FW
520
FirstPurpose Wealth
Utah
$395K +$42.6K +818 +12%
PFA
521
Pure Financial Advisors
California
$392K -$14.1K -271 -3%
MFA
522
McClarren Financial Advisors
Pennsylvania
$390K -$4.01K -77 -1%
KCM
523
Kennicott Capital Management
California
$389K
IWA
524
Intercontinental Wealth Advisors
Texas
$388K
WSWA
525
Warren Street Wealth Advisors
California
$388K -$60.7K -1,166 -13%

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.