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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
NWM
151
NEIRG Wealth Management
Massachusetts
$7.77M +$286K +4,986 +3%
CWP
152
Concord Wealth Partners
Virginia
$7.25M +$1.66M +28,906 +26%
PPWM
153
PFG Private Wealth Management
Florida
$6.77M +$228K +3,979 +3%
VC
154
Vicus Capital
Pennsylvania
$6.77M +$776K +13,534 +12%
PWPS
155
Pinnacle Wealth Planning Services
Ohio
$6.72M -$355K -6,184 -5%
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$6.71M +$905K +15,785 +14%
WFA
157
Wells Financial Advisors
Massachusetts
$6.64M +$3.05M +53,252 +72%
Mariner
158
Mariner
Kansas
$6.55M +$2.29M +39,864 +47%
BWFA
159
Baltimore-Washington Financial Advisors
Maryland
$6.52M +$2.9M +50,623 +68%
GWM
160
Geneos Wealth Management
Colorado
$6.38M +$1.1M +19,185 +19%
WFPG
161
Waller Financial Planning Group
Ohio
$6.22M +$412K +7,183 +6%
SFG
162
StrategIQ Financial Group
Indiana
$6.18M +$228K +3,975 +3%
FC
163
Financial Council
Maryland
$6.13M +$659K +11,495 +11%
HG
164
Harbor Group
New Hampshire
$5.84M +$713K +12,436 +13%
FIM
165
Freedom Investment Management
Connecticut
$5.79M -$5.68K -99 -0.1%
GG
166
GenWealth Group
New Jersey
$5.75M -$285K -4,976 -4%
OPPS
167
Obsidian Personal Planning Solutions
Maryland
$5.74M +$6.3M +109,870 New
ACA
168
Affinity Capital Advisors
California
$5.66M +$61.4K +1,070 +1%
SAM
169
Securian Asset Management
Minnesota
$5.56M +$631K +11,000 +12%
Susquehanna International Group
170
Susquehanna International Group
Pennsylvania
$5.53M -$2.58M -44,936 -30%
QC
171
Quent Capital
New York
$5.5M +$503K +8,775 +9%
TW
172
Transform Wealth
Colorado
$5.47M -$777K -13,552 -11%
RZH
173
Relyea Zuckerberg Hanson
Connecticut
$5.47M +$178K +3,097 +3%
TC
174
TAGStone Capital
North Carolina
$5.46M +$437K +7,626 +8%
CCFM
175
Clear Creek Financial Management
Washington
$5.42M +$635K +11,068 +12%

SPYG Hedge Fund Activity: Q2 2022 in Review

678 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2022, worth a combined $8.05B — down 15% from $9.52B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of SPYG and 64 opened new positions — a net loss of 25 holders — while 219 trimmed existing stakes and 318 added.

The largest buyer was LPL Financial, adding an estimated $134M. The largest seller was Ameriprise, cutting an estimated $39.5M.

  • 678 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2022, down from 713 in Q1 2022.
  • Funds reported $8.05B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2022, down 15% quarter-over-quarter.
  • 64 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2022 and 89 closed out, a net change of -25 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2022 was LPL Financial, an estimated $134M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2022 was Ameriprise, an estimated $39.5M sold.

Based on aggregated 13F filings for Q2 2022.