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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
Bank of Montreal
676
Bank of Montreal
Ontario, Canada
$263 -$79.3K -1,383 -22%
WIM
677
Westside Investment Management
California
$11
PIM
678
Parker Investment Management
California
-$20.8M -313,539 Closed
GIA
679
Gladstone Institutional Advisory
Florida
-$16.4M -247,765 Closed
CWA
680
Choice Wealth Advisors
Maine
-$16M -246,889 Closed
AIP
681
Almanack Investment Partners
Pennsylvania
-$10.3M -155,403 Closed
DSN
682
D. Scott Neal
Kentucky
-$9.59M -144,779 Closed
CWM
683
Cordatus Wealth Management
Pennsylvania
-$6.51M -98,318 Closed
FZCM
684
Flynn Zito Capital Management
New York
-$6.25M -94,416 Closed
PWP
685
Personal Wealth Partners
Minnesota
-$5.55M -83,837 Closed
TDWM
686
Topel & Distasi Wealth Management
California
-$3.47M -52,468 Closed
NFC
687
Northeast Financial Consultants
Connecticut
-$2.38M -36,015 Closed
AI
688
Atria Investments
North Carolina
-$2.25M -33,995 Closed
HGERS
689
Householder Group Estate & Retirement Specialist
Arizona
-$2.16M -32,627 Closed
WAS
690
Wealth Advisory Solutions
Indiana
-$2.09M -31,601 Closed
EGA
691
E&G Advisors
Texas
-$2.09M -31,560 Closed
SOS
692
Silver Oak Securities
Tennessee
-$2M -30,970 Closed
FCMA
693
Foresight Capital Management Advisors
Michigan
-$1.93M -29,169 Closed
SAM
694
Stringer Asset Management
Tennessee
-$1.71M -25,861 Closed
Millennium Management
695
Millennium Management
New York
-$1.53M -23,106 Closed
CAM
696
Cozad Asset Management
Illinois
-$1.31M -19,843 Closed
TWM
697
Thrive Wealth Management
Pennsylvania
-$1.28M -19,281 Closed
CCMG
698
Clark Capital Management Group
Pennsylvania
-$1.22M -18,392 Closed
GAG
699
Goodman Advisory Group
Massachusetts
-$1.03M -15,490 Closed
KPW
700
Kore Private Wealth
New York
-$980K -14,800 Closed

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.