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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
DL
526
DOHJ LLC
Washington
$252K +$731 +13 +0.3%
AFM
527
Abbot Financial Management
Massachusetts
$251K -$5.63K -100 -2%
CCA
528
Column Capital Advisors
Indiana
$246K
FFA
529
Fragasso Financial Advisors
Pennsylvania
$246K +$6.7K +119 +2%
HNB
530
Huntington National Bank
Ohio
$244K
RFN
531
RDA Financial Network
Iowa
$244K
GAA
532
Global Assets Advisory
Florida
$243K +$261K +4,633 New
CPC
533
Consolidated Planning Corp
Georgia
$242K -$1.5M -26,686 -85%
T
534
TRUADVICE
Florida
$242K -$176K -3,125 -40%
LMKC
535
L.M. Kohn & Company
Ohio
$242K +$2.7K +48 +1%
WANY
536
Wealthspire Advisors (New York)
New York
$241K +$270K +4,803 New
ANTB
537
AMG National Trust Bank
Colorado
$240K
WWM
538
WJ Wealth Management
Arizona
$240K +$269K +4,774 New
BCM
539
BTC Capital Management
Iowa
$232K -$17.8K -317 -6%
MCM
540
McDonough Capital Management
Florida
$232K +$2.93K +52 +1%
Franklin Resources
541
Franklin Resources
California
$230K -$1.34M -23,880 -84%
RIA
542
Realta Investment Advisors
Delaware
$230K +$28.6K +509 +12%
NS
543
Newman & Schimel
Illinois
$229K +$675 +12 +0.3%
VBFP
544
Valtinson Bruner Financial Planning
Minnesota
$227K -$2.02K -36 -0.8%
GIA
545
Gladstone Institutional Advisory
Florida
$227K +$255K +4,533 New
EGA
546
Eagle Global Advisors
Texas
$226K -$39.4K -700 -13%
EA
547
Eclectic Associates
California
$226K -$56 -1 -0%
Millennium Management
548
Millennium Management
New York
$226K +$254K +4,506 New
BI
549
Ballast Inc
Kentucky
$224K +$6.13K +109 +2%
PP
550
Patten & Patten
Tennessee
$223K

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.