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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
Prudential Financial
126
Prudential Financial
New Jersey
$11.6M +$144K +2,775 +1%
FHC
127
First Heartland Consultants
Missouri
$11.3M -$7.45M -143,271 -39%
JP Morgan Chase
128
JP Morgan Chase
New York
$11.1M +$8.68M +166,837 +315%
ZCA
129
Zeke Capital Advisors
Pennsylvania
$11M +$11.3M +217,807 New
HA
130
Hofer & Associates
California
$11M +$109K +2,086 +1%
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$11M +$4.3M +82,646 +62%
BWA
132
Boulder Wealth Advisors
Colorado
$10.9M +$11.2M +215,018 New
AAG
133
Armstrong Advisory Group
Massachusetts
$10.9M +$11.2M +214,685 New
MPM
134
Meritage Portfolio Management
Kansas
$10.9M -$8.97M -172,431 -45%
CIC
135
Carnegie Investment Counsel
Ohio
$10.8M +$32.6K +627 +0.3%
HFS
136
Horizon Financial Services
North Carolina
$10.7M -$982K -18,875 -8%
CAMV
137
Concord Asset Management (Virginia)
Virginia
$10.6M +$2.17M +41,757 +25%
EFL
138
ERn Financial LLC
Wisconsin
$10.5M -$111K -2,142 -1%
FCB
139
First Command Bank
Texas
$10.4M +$10.7M +205,200 New
FCFS
140
First Command Financial Services
Texas
$10.4M +$10.7M +205,200 New
WMR
141
Wealth Management Resources
Rhode Island
$10.2M +$556K +10,682 +6%
DWM
142
Darwin Wealth Management
Florida
$10.2M -$293K -5,630 -3%
VC
143
Vicus Capital
Pennsylvania
$9.88M +$2.52M +48,428 +33%
TFA
144
TPG Financial Advisors
Oregon
$9.66M -$530K -10,193 -5%
WFA
145
Wells Financial Advisors
Massachusetts
$9.61M +$3.14M +60,347 +47%
State Street
146
State Street
Massachusetts
$9.44M +$896K +17,223 +10%
ES
147
Eagle Strategies
New York
$9.41M +$9.66M +185,697 New
AIG
148
American International Group
New York
$9.19M -$3.16M -60,800 -25%
PCIA
149
Prime Capital Investment Advisors
Kansas
$9.03M +$9M +172,936 +3,283%
IGWM
150
ICA Group Wealth Management
Colorado
$8.5M -$3.59M -69,030 -29%

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.