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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

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: 113 → 118 (+5)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

0% less funds holding

Funds holding: 678 → 675 (-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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$188M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$51.4M
3
Financial Engines Advisors
Financial Engines Advisors
California
+$48.2M
4
OCM
One Capital Management
California
+$43.1M
5
EH
Equitable Holdings
New York
+$28.6M

Top Sellers

Rank Fund Capital Flow
1
CDIA
Capital Directions Investment Advisors
Georgia
-$70.1M
2
OWM
Orgel Wealth Management
Wisconsin
-$55.4M
3
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$36.6M
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$26.8M
5
ACM
AlphaStar Capital Management
North Carolina
-$25.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
626
Atticus Wealth Management
Florida
$17K – – –
HIA
627
Harbor Investment Advisory
Maryland
$17K – – –
PCFFS
628
Pacific Center for Financial Services
California
$17K +$56 +1 +0.3%
PFA
629
Professional Financial Advisors
Nebraska
$17K +$56 +1 +0.3%
IF
630
Integrity Financial
Wyoming
$17K +$281 +5 +2%
FHC
631
First Heartland Consultants
Missouri
$16.8K -$2.34M -41,550 -10%
BA
632
Bellwether Advisors
Nebraska
$15K – – –
BWM
633
Baystate Wealth Management
Massachusetts
$15K +$1.91K +34 +13%
CFB
634
Cullen/Frost Bankers
Texas
$14K – – –
MA
635
MCF Advisors
Kentucky
$14K – – –
ODG
636
O'Dell Group
Ohio
$14K +$56 +1 +0.4%
CAM
637
Costello Asset Management
Pennsylvania
$13K – – –
WAS
638
Winch Advisory Services
Wisconsin
$13K – – –
TAM
639
Tucker Asset Management
Colorado
$12.6K +$13.6K +241 New
AA
640
Addison Advisors
Vermont
$12K – – –
HR
641
Howe & Rusling
New York
$12K +$13.1K +232 New
National Bank of Canada
642
National Bank of Canada
Quebec, Canada
$10K – – –
PB
643
Pinnacle Bancorp
Nebraska
$10K – – –
CAAS
644
Capital Asset Advisory Services
Michigan
$10K +$4.45K +79 +69%
FA
645
Faithward Advisors
Pennsylvania
$9K – – –
MCA
646
Maryland Capital Advisors
Maryland
$9K – – –
CCM
647
Covington Capital Management
California
$8K -$4.5K -80 -33%
SIS
648
Sound Income Strategies
Florida
$8K – – –
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.51K – – –
TCM
650
Tradewinds Capital Management
Washington
$7K -$450 -8 -5%
24 25
26
27 28

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.