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
WCAMG
651
Woodard & Company Asset Management Group
North Carolina
$94K -$72.4K -1,392 -43%
Citigroup
652
Citigroup
New York
$91.8K -$7.49K -144 -7%
GTAM
653
Global Trust Asset Management
Florida
$91.5K -$52.4K -1,008 -36%
FA
654
Faithward Advisors
Pennsylvania
$91.3K +$84.3K +1,620 +890%
CSWM
655
Cassady Schiller Wealth Management
Ohio
$91.2K +$93.7K +1,800 New
MFA
656
Morling Financial Advisors
California
$89.7K -$520 -10 -0.6%
MFT
657
Moisand Fitzgerald Tamayo
Florida
$88.5K +$90.9K +1,747 New
LF
658
Lee Financial
Texas
$83.7K +$52 +1 +0.1%
MAM
659
Marquette Asset Management
Minnesota
$83.1K
OWA
660
One Wealth Advisors
California
$83.1K +$85.3K +1,640 New
BLC
661
Brown, Lisle/Cummings
Rhode Island
$82.6K
MWM
662
Mascoma Wealth Management
New Hampshire
$81.1K
PWMG
663
Prestige Wealth Management Group
New Jersey
$79.6K
BCWM
664
Bartlett & Co Wealth Management
Ohio
$78.1K +$80.2K +1,541 New
BC
665
Bartlett & Co
Ohio
$78K +$80.2K +1,541 New
OSAM
666
O'Shaughnessy Asset Management
Connecticut
$76.9K +$78.9K +1,517 +151,700%
TWM
667
Tradition Wealth Management
Minnesota
$72K -$13.7K -263 -16%
AWM
668
Accurate Wealth Management
Florida
$70.3K +$71.7K +1,378 New
FRA
669
Front Row Advisors
California
$65K -$1.25K -24 -2%
CAL
670
Capital Advisors Ltd
Ohio
$60K
HWMA
671
Heritage Wealth Management (Arizona)
Arizona
$57.2K +$29.3K +564 +100%
CPFP
672
Clear Perspectives Financial Planning
Ohio
$55.7K
RBC
673
Romano Brothers & Co
Illinois
$55.7K +$57.2K +1,100 New
CHA
674
Carmichael Hill & Associates
Maryland
$55.1K
CHC
675
City Holding Co
West Virginia
$55K -$4.42K -85 -7%

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.