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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
CA
526
Calton & Associates
Florida
$387K +$89.5K +1,720 +29%
BFG
527
Bleakley Financial Group
New Jersey
$386K +$397K +7,627 New
BA
528
Ballast Advisors
Minnesota
$374K -$11.1K -213 -3%
FFN
529
Focus Financial Network
Minnesota
$369K +$47.3K +910 +14%
Simplex Trading
530
Simplex Trading
Illinois
$365K +$375K +7,207 New
TYCC
531
Texas Yale Capital Corp
Florida
$364K
SI
532
Stephens Inc
Arkansas
$364K +$937 +18 +0.3%
JCM
533
Jacobi Capital Management
Pennsylvania
$362K +$52 +1 +0%
TSWM
534
Tyler-Stone Wealth Management
Ohio
$359K +$368K +7,080 New
SWA
535
Strategies Wealth Advisors
Michigan
$357K +$367K +7,046 New
IIA
536
IPG Investment Advisors
California
$357K -$18.2K -349 -5%
LSA
537
Lion Street Advisors
Texas
$355K +$265K +5,085 New
SPC
538
Sigma Planning Corp
Michigan
$355K +$12.6K +242 +4%
AF
539
Arrow Financial
New York
$354K -$2.6K -50 -0.7%
WAM
540
Wallington Asset Management
Indiana
$354K +$61.4K +1,180 +20%
ACI
541
Alpha Cubed Investments
California
$346K +$1.82K +35 +0.5%
FTS
542
Fifth Third Securities
Ohio
$342K -$39.5K -759 -10%
PG
543
Prostatis Group
Maryland
$341K +$12.2K +235 +4%
AW
544
Atlas Wealth
Ohio
$338K +$347K +6,664 New
TRCT
545
Tower Research Capital (TRC)
New York
$337K +$341K +6,549 +6,064%
HF
546
Halpern Financial
Virginia
$332K
LWANC
547
Laurel Wealth Advisors (North Carolina)
North Carolina
$322K -$45.1K -866 -12%
TI
548
Trexquant Investment
Connecticut
$320K +$329K +6,319 New
PWP
549
Principle Wealth Partners
Connecticut
$317K -$36.5K -701 -10%
BBNA
550
Bremer Bank National Association
Minnesota
$316K

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.