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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
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$6.81M +$419K +7,445 +6%
HG
152
Harbor Group
New Hampshire
$6.74M +$1.28M +22,826 +20%
PWPS
153
Pinnacle Wealth Planning Services
Ohio
$6.71M +$301K +5,344 +4%
SFG
154
StrategIQ Financial Group
Indiana
$6.62M +$780K +13,866 +12%
FC
155
Financial Council
Maryland
$6.52M +$733K +13,026 +11%
WFA
156
Wells Financial Advisors
Massachusetts
$6.47M +$126K +2,246 +2%
FZCM
157
Flynn Zito Capital Management
New York
$6.36M +$7.14M +126,899 New
GIA
158
GHP Investment Advisors
Colorado
$6.09M +$1.46M +26,037 +27%
WFPG
159
Waller Financial Planning Group
Ohio
$5.98M +$20.8K +370 +0.3%
FIM
160
Freedom Investment Management
Connecticut
$5.92M +$413K +7,334 +7%
MWM
161
McNaughton Wealth Management
California
$5.87M +$3.65M +64,887 +124%
FAIM
162
Financial Advocates Investment Management
Washington
$5.76M +$841K +14,952 +15%
OC
163
Oarsman Capital
Wisconsin
$5.72M +$608K +10,810 +10%
PC
164
Pecaut & Co
Iowa
$5.72M +$1.09M +19,429 +21%
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$5.69M +$3.7M +65,835 +138%
GG
166
GenWealth Group
New Jersey
$5.63M +$129K +2,284 +2%
QC
167
Quent Capital
New York
$5.58M +$343K +6,103 +6%
CWM
168
Cornerstone Wealth Management
Missouri
$5.51M +$392K +6,962 +7%
AWA
169
Alta Wealth Advisors
Massachusetts
$5.5M +$798K +14,189 +15%
ACA
170
Affinity Capital Advisors
California
$5.47M +$58.1K +1,033 +1%
TFA
171
Tobias Financial Advisors
Florida
$5.47M +$813K +14,447 +15%
9WM
172
9258 Wealth Management
Ohio
$5.34M +$1.94M +34,451 +48%
BOPW
173
Brandywine Oak Private Wealth
Pennsylvania
$5.34M +$4.54M +80,777 +314%
CCFM
174
Clear Creek Financial Management
Washington
$5.33M +$146K +2,603 +3%
RZH
175
Relyea Zuckerberg Hanson
Connecticut
$5.25M +$16.7K +297 +0.3%

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.