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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
FPAS
551
Focus Partners Advisor Solutions
Missouri
$315K -$72.8K -1,400 -18%
ECA
552
Elevated Capital Advisors
Utah
$314K +$323K +6,204 New
SFS
553
Stiles Financial Services
Minnesota
$314K +$310K +5,954 New
LW
554
Linscomb Wealth
Texas
$313K +$6.14K +118 +2%
NFSG
555
Newbridge Financial Services Group
Florida
$311K -$207K -3,969 -39%
AFG
556
AFS Financial Group
Maryland
$308K +$317K +6,085 New
ST
557
Somerset Trust
Pennsylvania
$307K
BP
558
Ballentine Partners
Massachusetts
$305K +$314K +6,029 New
FFM
559
Forum Financial Management
Illinois
$305K -$171K -3,282 -35%
SAG
560
SageView Advisory Group
California
$304K +$313K +6,007 New
UCB
561
United Community Bank
South Carolina
$304K
Kovitz Investment Group Partners
562
Kovitz Investment Group Partners
Illinois
$302K
SBIA
563
Sheaff Brock Investment Advisors
Indiana
$299K +$937 +18 +0.3%
T
564
TRUADVICE
Florida
$299K +$55.5K +1,067 +23%
DCM
565
DGS Capital Management
New Jersey
$289K +$69K +1,327 +30%
DFG
566
Delta Financial Group
New Jersey
$288K +$296K +5,692 New
MCWS
567
McKinley Carter Wealth Services
West Virginia
$287K -$5.67K -109 -2%
AR
568
Apeiron RIA
Texas
$284K -$66K -1,269 -18%
IAN
569
Integrated Advisors Network
Texas
$283K -$7.18K -138 -2%
DCM
570
Donaldson Capital Management
Indiana
$283K -$8.38K -161 -3%
FAM
571
Formidable Asset Management
Ohio
$281K
MCM
572
MAI Capital Management
Ohio
$280K -$122K -2,353 -30%
MIM
573
Moseley Investment Management
Florida
$280K -$4.94K -95 -2%
FC
574
Fusion Capital
South Carolina
$278K -$6.56K -126 -2%
ML
575
McAdam LLC
Pennsylvania
$274K -$203K -3,897 -51%

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.