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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
CHA
601
Carmichael Hill & Associates
Maryland
$55K +$41.8K +743 +215%
PI
602
PFS Investments
Georgia
$55K -$12.4M -221,046 -17%
CG
603
Cutler Group
California
$52K +$58.8K +1,045 New
CA
604
Clearstead Advisors
Ohio
$50K -$18.9K -336 -25%
TWP
605
TFO Wealth Partners
Ohio
$46K +$51.4K +914 New
PCA
606
Providence Capital Advisors
North Carolina
$44K -$26.5K -471 -35%
TC
607
Truvestments Capital
Florida
$44K
BWL
608
Bogart Wealth LLC
Virginia
$41K +$1.24K +22 +3%
UB
609
UMB Bank
Missouri
$40K +$1.46K +26 +3%
WWM
610
Wolff Wiese Magana
California
$39K
DSC
611
Duncker Streett & Co
Missouri
$38K
BHWM
612
Beaird Harris Wealth Management
Texas
$37K
MIM
613
Macroview Investment Management
Maryland
$33K -$27.7K -492 -43%
WBC
614
West Branch Capital
Massachusetts
$33K +$56 +1 +0.2%
FHA
615
First Horizon Advisors
Tennessee
$33K +$1.97K +35 +5%
LWA
616
Lowe Wealth Advisors
Maryland
$30K -$22.5K -400 -40%
JWA
617
JFS Wealth Advisors
Pennsylvania
$30K +$5.68K +101 +20%
HWMA
618
Heritage Wealth Management (Arizona)
Arizona
$28K -$4.78K -85 -13%
JWM
619
Janiczek Wealth Management
Colorado
$26K
HI
620
Hoey Investments
Pennsylvania
$25K +$27.7K +492 New
WPWM
621
Western Pacific Wealth Management
Illinois
$21K +$24.6K +437 New
EWM
622
Executive Wealth Management
Michigan
$19.5K -$14.6M -258,711 -93%
VNA
623
Valley National Advisers
Pennsylvania
$19K
TWC
624
TD Waterhouse Canada
Ontario, Canada
$18.2K
TWA
625
TCI Wealth Advisors
Arizona
$18K +$8.61K +153 +74%

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.