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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
HS
676
Horan Securities
United States
$54.9K +$48.7K +936 +637%
AWM
677
Accel Wealth Management
Iowa
$54.5K +$52 +1 +0.1%
PIMG
678
Patriot Investment Management Group
Tennessee
$51.8K +$50.3K +966 New
CSC
679
Caldwell Sutter Capital
California
$50.7K +$52K +1,000 New
CTA
680
Colonial Trust Advisors
South Carolina
$49.3K +$50.6K +973 New
FHA
681
First Horizon Advisors
Tennessee
$48K +$13.3K +256 +37%
FMTCOCP
682
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K +$46.8K +899 New
PCA
683
Providence Capital Advisors
North Carolina
$44.7K
TC
684
Truvestments Capital
Florida
$44.3K
JAWM
685
J. Arnold Wealth Management
Ohio
$43.4K +$44.6K +857 New
UB
686
UMB Bank
Missouri
$40K
USCWA
687
U.S. Capital Wealth Advisors
Texas
$38.8K +$39.9K +766 New
DSC
688
Duncker Streett & Co
Missouri
$38K
BWL
689
Bogart Wealth LLC
Virginia
$34.9K -$6.66K -128 -16%
MIM
690
Macroview Investment Management
Maryland
$34.1K +$624 +12 +2%
WBC
691
West Branch Capital
Massachusetts
$33.2K +$104 +2 +0.3%
TF
692
Tompkins Financial
New York
$30K +$31.2K +600 New
LWA
693
Lowe Wealth Advisors
Maryland
$29.9K
AssetMark Inc
694
AssetMark Inc
California
$29.4K -$282K -5,427 -90%
RG
695
Retirement Group
California
$27K +$27.8K +535 New
KOMWMG
696
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$21K +$21.4K +411 New
VNA
697
Valley National Advisers
Pennsylvania
$19K
National Bank of Canada
698
National Bank of Canada
Quebec, Canada
$18.7K +$8.79K +169 +85%
SIS
699
Sound Income Strategies
Florida
$18.3K +$10.5K +201 +125%
TWA
700
TCI Wealth Advisors
Arizona
$18.3K +$52 +1 +0.3%

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.