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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
NA
76
NewEdge Advisors
Louisiana
$24.6M +$3.25M +62,535 +13%
MFG
77
Merit Financial Group
Georgia
$24.6M +$14.5M +278,965 +136%
Creative Planning
78
Creative Planning
Kansas
$24.4M +$2.5M +48,139 +11%
FFG
79
Ford Financial Group
California
$24.2M +$106K +2,045 +0.4%
Thrivent Financial for Lutherans
80
Thrivent Financial for Lutherans
Minnesota
$24.2M -$35.6M -684,209 -59%
FHA
81
Flagship Harbor Advisors
Massachusetts
$22.8M +$6.76M +129,934 +41%
RWM
82
Reston Wealth Management
Virginia
$22.7M +$349K +6,705 +2%
NB
83
Nicolet Bankshares
Wisconsin
$22.7M +$293K +5,639 +1%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$22.2M -$378K -7,271 -2%
EWM
85
Executive Wealth Management
Michigan
$21.8M +$21.4M +410,594 +2,109%
IWM
86
IHT Wealth Management
Illinois
$21.6M +$395K +7,595 +2%
GVAG
87
Great Valley Advisor Group
Delaware
$21.2M -$687K -13,195 -3%
MCM
88
Mainstay Capital Management
Michigan
$20.4M -$34.3M -659,256 -62%
RA
89
Riversedge Advisors
Delaware
$20.2M +$2.35M +45,161 +13%
WH
90
Whitcomb & Hess
Ohio
$19.9M +$2.23M +42,886 +12%
IWA
91
Inspirion Wealth Advisors
Illinois
$19.8M +$342K +6,572 +2%
CSPAM
92
Cary Street Partners Asset Management
Virginia
$19.8M +$671K +12,888 +3%
EDRIA
93
Edmonds Duncan Registered Investment Advisors
Kansas
$19.4M +$149K +2,862 +0.8%
AWS
94
Atria Wealth Solutions
New York
$19.3M -$114K -2,197 -0.6%
OHIS
95
Oak Harvest Investment Services
Texas
$19.2M -$2.85M -54,743 -13%
IFPL
96
Investments & Financial Planning LLC
Kentucky
$19M +$19.5M +374,602 New
GWAG
97
Garrett Wealth Advisory Group
Texas
$18.1M +$581K +11,174 +3%
SFM
98
Signet Financial Management
New Jersey
$18.1M -$2.97M -57,166 -14%
SF
99
Symphony Financial
Texas
$17.8M +$2.39M +45,961 +15%
M&T Bank
100
M&T Bank
New York
$17.7M -$438K -8,418 -2%

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.