We are live on ! Find out more
SPYG icon

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
Franklin Resources
576
Franklin Resources
California
$273K +$41.8K +803 +18%
Bank of Montreal
577
Bank of Montreal
Ontario, Canada
$271K
FG
578
Fiduciary Group
Georgia
$271K -$10.4K -200 -4%
EP
579
Equius Partners
California
$271K
SAF
580
Smith Anglin Financial
Texas
$269K +$276K +5,300 New
ATPW
581
Ashton Thomas Private Wealth
Arizona
$263K -$8.22K -158 -3%
GWA
582
Gibson Wealth Advisors
Texas
$262K +$258K +4,960 +6,200%
RIA
583
Realta Investment Advisors
Delaware
$261K +$28.8K +554 +12%
EWM
584
EPG Wealth Management
Georgia
$260K +$624 +12 +0.2%
IAA
585
Independent Advisor Alliance
North Carolina
$259K +$266K +5,120 New
VBFP
586
Valtinson Bruner Financial Planning
Minnesota
$258K +$26.1K +501 +11%
SEI Investments
587
SEI Investments
Pennsylvania
$258K -$103K -1,972 -28%
RFN
588
RDA Financial Network
Iowa
$256K +$9K +173 +4%
DL
589
DOHJ LLC
Washington
$256K +$676 +13 +0.3%
BI
590
Ballast Inc
Kentucky
$254K +$27.1K +521 +12%
AFM
591
Abbot Financial Management
Massachusetts
$253K
CCA
592
Column Capital Advisors
Indiana
$249K
WA
593
Win Advisors
Florida
$248K -$131K -2,514 -34%
HNB
594
Huntington National Bank
Ohio
$247K
MSFS
595
Main Street Financial Solutions
Pennsylvania
$246K -$77.1K -1,482 -23%
TFA
596
Teamwork Financial Advisors
Texas
$244K +$21.6K +415 +9%
ANTB
597
AMG National Trust Bank
Colorado
$243K
FT
598
Fiduciary Trust
Massachusetts
$243K +$27K +519 +12%
JSL
599
JT Stratford LLC
Georgia
$242K -$1.88M -36,072 -88%
MCM
600
McDonough Capital Management
Florida
$241K +$6.71K +129 +3%

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.