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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
EWM
101
Executive Wealth Management
Michigan
$14.5M -$7.65M -133,357 -32%
MPM
102
Meritage Portfolio Management
Kansas
$14.3M +$7.35M +128,131 +88%
JFA
103
JNBA Financial Advisors
Minnesota
$14.3M +$34.7K +605 +0.2%
LFPWM
104
Leicht Financial Planning & Wealth Management
New Jersey
$13.6M +$1.2M +21,008 +9%
IGWM
105
ICA Group Wealth Management
Colorado
$13.6M +$6.5M +113,307 +102%
IHWM
106
Iron Horse Wealth Management
Iowa
$13.5M +$1.93M +33,732 +15%
CF
107
Convergence Financial
Missouri
$13.5M +$4.11M +71,651 +39%
HFS
108
Horizon Financial Services
North Carolina
$13.3M -$123K -2,153 -0.8%
IA
109
IFP Advisors
Florida
$13.2M
BFA
110
BMS Financial Advisors
South Dakota
$13.2M +$10.4M +182,119 New
AIA
111
Acute Investment Advisory
Arizona
$13.1M +$13.4M +232,886 +1,331%
DI
112
Diligent Investors
California
$13.1M +$54.5K +950 +0.4%
Prudential Financial
113
Prudential Financial
New Jersey
$12.7M +$13.8M +240,974 New
OWA
114
Octavia Wealth Advisors
Ohio
$12.6M +$199K +3,467 +1%
LWMG
115
Levy Wealth Management Group
Pennsylvania
$12.1M +$2.11M +36,717 +19%
DWM
116
Darwin Wealth Management
Florida
$12.1M +$2.78M +48,517 +31%
KWM
117
Kingsview Wealth Management
Oregon
$11.8M +$804K +14,026 +7%
TFA
118
TPG Financial Advisors
Oregon
$11.7M +$495K +8,625 +4%
NL
119
Navalign LLC
California
$11.7M +$1.82M +31,686 +16%
WAM
120
WFA Asset Management
Wisconsin
$11.7M -$486K -8,481 -4%
MWM
121
Meridian Wealth Management
Kentucky
$11.2M +$8.41M +146,745 +218%
HA
122
Hofer & Associates
California
$11.1M +$35.9K +626 +0.3%
CIM
123
Confluence Investment Management
Missouri
$10.8M +$2.55M +44,415 +27%
SPF
124
Steven Patrick Farmer
$10.8M +$11.8M +206,219 New
EFL
125
ERn Financial LLC
Wisconsin
$10.8M +$629K +10,966 +6%