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State Street SPDR Portfolio S&P 500 Growth ETF

678 hedge funds and large institutions have $8.05B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 219 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $15M | Put options by funds: $7M

45% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 219

0.52% more ownership

Funds ownership: 67.29%67.81% (+0.52%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

5% less funds holding

Funds holding: 713678 (-35)

15% less capital invested

Capital invested by funds: $9.52B → $8.05B (-$1.47B)

28% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 89

Holders
678
Holders Change
-35
Holders Change %
-4.91%
% of All Funds
11.42%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.9%
New
64
Increased
318
Reduced
219
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CFD
601
Creative Financial Designs
Indiana
$69K +$6.54K +114 +9%
VRM
602
Vectors Research Management
New York
$67K +$28.3K +494 +63%
BW
603
Bison Wealth
Georgia
$64K
CAL
604
Capital Advisors Ltd
Ohio
$62K -$93.2K -1,625 -58%
CHC
605
City Holding Co
West Virginia
$61K
MIM
606
Macroview Investment Management
Maryland
$60K -$19.7K -344 -23%
CPFP
607
Clear Perspectives Financial Planning
Ohio
$58K -$3.9K -68 -6%
AWM
608
Accel Wealth Management
Iowa
$58K +$57 +1 +0.1%
LWA
609
Lowe Wealth Advisors
Maryland
$52K
TC
610
Truvestments Capital
Florida
$46K +$50.2K +875 New
COCM
611
Charter Oak Capital Management
New Hampshire
$42K
BWL
612
Bogart Wealth LLC
Virginia
$42K +$12.6K +220 +38%
WWM
613
Wolff Wiese Magana
California
$40K
UB
614
UMB Bank
Missouri
$40K +$19.4K +338 +80%
BHWM
615
Beaird Harris Wealth Management
Texas
$39K -$4.64K -81 -10%
DSC
616
Duncker Streett & Co
Missouri
$39K
WBC
617
West Branch Capital
Massachusetts
$34K +$115 +2 +0.3%
FHA
618
First Horizon Advisors
Tennessee
$34K +$37.6K +655 New
HWMA
619
Heritage Wealth Management (Arizona)
Arizona
$33.9K
JWM
620
Janiczek Wealth Management
Colorado
$31K +$17K +297 +134%
JWA
621
JFS Wealth Advisors
Pennsylvania
$26K +$57 +1 +0.2%
VVP
622
Venture Visionary Partners
Ohio
$24.2K +$26.5K +463 New
VNA
623
Valley National Advisers
Pennsylvania
$20K +$19.7K +343 +1,372%
TWC
624
TD Waterhouse Canada
Ontario, Canada
$18.6K +$20.3K +354 New
HIA
625
Harbor Investment Advisory
Maryland
$18K -$28.1K -490 -59%

SPYG Hedge Fund Activity: Q2 2022 in Review

678 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2022, worth a combined $8.05B — down 15% from $9.52B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of SPYG and 64 opened new positions — a net loss of 25 holders — while 219 trimmed existing stakes and 318 added.

The largest buyer was LPL Financial, adding an estimated $134M. The largest seller was Ameriprise, cutting an estimated $39.5M.

  • 678 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2022, down from 713 in Q1 2022.
  • Funds reported $8.05B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 64 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2022 and 89 closed out, a net change of -25 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2022 was LPL Financial, an estimated $134M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2022 was Ameriprise, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2022.