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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
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$17.6M +$12.1M +232,924 +205%
Truist Financial
102
Truist Financial
North Carolina
$17.5M +$4.93M +94,687 +38%
OWA
103
Octavia Wealth Advisors
Ohio
$17.1M +$4.53M +87,141 +35%
DC
104
Destiny Capital
Colorado
$16.5M +$15.9M +305,843 New
OCM
105
One Capital Management
California
$16.1M -$39.6M -760,990 -71%
ACA
106
Ackerman Capital Advisors
Texas
$15.7M -$1.51M -28,932 -9%
CWP
107
Concord Wealth Partners
Virginia
$14.9M +$3.02M +57,968 +25%
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$14.8M +$239K +4,584 +2%
BTWM
109
Baker Tilly Wealth Management
Wisconsin
$14.2M -$10.1M -194,043 -41%
KA
110
Kozak & Associates
Colorado
$14.2M +$14.5M +279,566 New
JFA
111
JNBA Financial Advisors
Minnesota
$13.9M +$73.1K +1,405 +0.5%
CF
112
Convergence Financial
Missouri
$13.8M +$947K +18,208 +7%
CWA
113
Choice Wealth Advisors
Maine
$13.4M +$258K +4,957 +2%
NL
114
Navalign LLC
California
$13.2M +$2.27M +43,597 +20%
BFA
115
BMS Financial Advisors
South Dakota
$13M +$9.33M +179,256 New
DI
116
Diligent Investors
California
$12.8M -$38.8K -745 -0.3%
CWM
117
CCG Wealth Management
California
$12.8M +$94K +1,807 +0.7%
KWM
118
Kingsview Wealth Management
Oregon
$12.8M +$632K +12,147 +5%
EWM
119
Echo Wealth Management
Minnesota
$12.5M -$419K -8,059 -3%
IA
120
IFP Advisors
Florida
$12.3M -$3.58M -68,753 -17%
PPWM
121
PFG Private Wealth Management
Florida
$12M +$540K +10,375 +5%
VCP
122
Verus Capital Partners
Arizona
$11.9M +$824K +15,831 +7%
WAM
123
WFA Asset Management
Wisconsin
$11.9M +$130K +2,493 +1%
CC
124
Courier Capital
New York
$11.9M +$1.35M +26,017 +13%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$11.7M -$7.93M -152,489 -40%

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.