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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
DAS
601
Dynamic Advisor Solutions
Arizona
$238K -$68.1K -1,309 -22%
HPC
602
Hobart Private Capital
North Carolina
$237K +$243K +4,669 New
SIA
603
Schechter Investment Advisors
Michigan
$233K -$792K -15,226 -77%
NS
604
Newman & Schimel
Illinois
$232K +$676 +13 +0.3%
MA
605
MKT Advisors
California
$231K +$232K +4,459 New
EGA
606
Eagle Global Advisors
Texas
$229K
EA
607
Eclectic Associates
California
$228K -$728 -14 -0.3%
FC
608
Financial Consulate
Maryland
$228K -$102K -1,967 -30%
OC
609
Oppenheimer & Co
New York
$226K +$233K +4,469 New
PP
610
Patten & Patten
Tennessee
$226K
CAM
611
Cresset Asset Management
Illinois
$221K -$533K -10,245 -69%
D
612
Diversified
Delaware
$221K +$226K +4,353 New
TPWM
613
Twelve Points Wealth Management
Massachusetts
$218K -$334K -6,413 -60%
SW
614
SteelPeak Wealth
California
$215K
KLI
615
Kelman-Lazarov Inc
Tennessee
$215K +$221K +4,238 New
SW
616
SMART Wealth
Nebraska
$209K +$215K +4,133 New
CFD
617
Creative Financial Designs
Indiana
$208K +$24.1K +463 +13%
S
618
SignatureFD
Georgia
$206K +$84.9K +1,631 +67%
AWM
619
Avitas Wealth Management
California
$206K +$212K +4,067 New
VWM
620
Vigilare Wealth Management
Arizona
$206K -$6.92K -133 -3%
PCA
621
Personal Capital Advisors
California
$206K +$211K +4,061 New
SCG
622
Sonata Capital Group
Washington
$205K
MAS
623
Madden Advisory Services
Florida
$202K +$207K +3,982 New
RS
624
Retirement Solution
Washington
$201K +$207K +3,974 New
DSA
625
Droms Strauss Advisors
Missouri
$200K +$205K +3,946 New

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.