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State Street SPDR Portfolio S&P 500 Growth ETF

675 hedge funds and large institutions have $7.99B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 341 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 186

62% more call options, than puts

Call options by funds: $8.1M | Put options by funds: $5.01M

4% more funds holding in top 10

Funds holding in top 10: 113118 (+5)

8% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 52

0% less funds holding

Funds holding: 678675 (-3)

1% less capital invested

Capital invested by funds: $8.05B → $7.99B (-$65.7M)

1.26% less ownership

Funds ownership: 67.81%66.55% (-1.3%)

Holders
675
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.63%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.03%
New
56
Increased
341
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
101
Echo Wealth Management
Minnesota
$13M +$4.54M +80,736 +49%
CF
102
Convergence Financial
Missouri
$12.8M -$153K -2,711 -1%
DI
103
Diligent Investors
California
$12.7M +$259K +4,610 +2%
CNC
104
Canandaigua National Corp
New York
$12.6M +$14.2M +251,911 New
Truist Financial
105
Truist Financial
North Carolina
$12.6M +$4.65M +82,726 +49%
CWM
106
CCG Wealth Management
California
$12.6M +$3.01M +53,416 +27%
OWA
107
Octavia Wealth Advisors
Ohio
$12.6M +$511K +9,080 +4%
Mariner
108
Mariner
Kansas
$12.1M +$6.58M +116,883 +93%
AIG
109
American International Group
New York
$12.1M -$3.05M -54,264 -18%
KWM
110
Kingsview Wealth Management
Oregon
$12M +$864K +15,352 +7%
IGWM
111
ICA Group Wealth Management
Colorado
$11.9M +$679K +12,068 +5%
CWP
112
Concord Wealth Partners
Virginia
$11.8M +$5.43M +96,581 +70%
WAM
113
WFA Asset Management
Wisconsin
$11.6M +$521K +9,264 +4%
Prudential Financial
114
Prudential Financial
New Jersey
$11.6M -$797K -14,167 -6%
HFS
115
Horizon Financial Services
North Carolina
$11.5M -$1.44M -25,520 -10%
PPWM
116
PFG Private Wealth Management
Florida
$11.4M +$5.46M +97,128 +75%
5L
117
55I LLC
Massachusetts
$11.2M -$15.8M -281,011 -56%
CIM
118
Confluence Investment Management
Missouri
$11.1M +$855K +15,191 +7%
VCP
119
Verus Capital Partners
Arizona
$11M +$6.05M +107,608 +96%
NL
120
Navalign LLC
California
$10.8M -$409K -7,269 -3%
HA
121
Hofer & Associates
California
$10.8M +$181K +3,217 +2%
CIC
122
Carnegie Investment Counsel
Ohio
$10.6M +$3.56M +63,209 +43%
AIA
123
Alera Investment Advisors
Illinois
$10.5M +$2.15M +38,160 +22%
EFL
124
ERn Financial LLC
Wisconsin
$10.5M +$218K +3,883 +2%
CC
125
Courier Capital
New York
$10.4M +$407K +7,240 +4%

SPYG Hedge Fund Activity: Q3 2022 in Review

675 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2022, worth a combined $7.99B — down 0.82% from $8.05B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 52 closed out — a net gain of 4 holders — while 341 added to existing stakes and 186 trimmed.

The largest buyer was LPL Financial, adding an estimated $188M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $70.1M sold.

  • 675 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2022, down from 678 in Q2 2022.
  • Funds reported $7.99B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2022, down 0.82% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2022 and 52 closed out, a net change of +4 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2022 was LPL Financial, an estimated $188M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2022 was Capital Directions Investment Advisors, an estimated $70.1M sold.

Based on aggregated 13F filings for Q3 2022.