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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
TFCP
151
Twin Focus Capital Partners
Massachusetts
$8.34M +$3.22M +61,900 +60%
CWM
152
CarsonAllaria Wealth Management
Illinois
$8.34M +$294K +5,644 +4%
SIG
153
Sargent Investment Group
Maryland
$8.34M +$702K +13,487 +9%
NECFA
154
New England Capital Financial Advisors
Connecticut
$8.32M +$8.3M +159,529 New
TCMP
155
Thrive Capital Management (Pennsylvania)
Pennsylvania
$8.3M -$446K -8,568 -5%
HG
156
Harbor Group
New Hampshire
$8.3M +$1.52M +29,194 +22%
MFA
157
Millington Financial Advisors
Illinois
$8.29M +$8.51M +163,510 New
AC
158
AIFG Consultants
New York
$8.18M +$8.4M +161,464 New
SA
159
Sunesis Advisors
Kansas
$8.1M
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$7.99M +$1.14M +21,869 +16%
NC
161
NewSquare Capital
Pennsylvania
$7.95M -$290K -5,581 -3%
FAIM
162
Financial Advocates Investment Management
Washington
$7.85M +$2.09M +40,153 +35%
WI
163
WrapManager Inc
California
$7.82M -$421K -8,092 -5%
BWFA
164
Baltimore-Washington Financial Advisors
Maryland
$7.71M +$456K +8,756 +6%
MFG
165
Magnus Financial Group
New York
$7.66M +$7.86M +151,104 New
GLA
166
Good Life Advisors
Pennsylvania
$7.37M +$3.07M +58,934 +68%
GWM
167
Geneos Wealth Management
Colorado
$7.33M +$401K +7,713 +6%
BOPW
168
Brandywine Oak Private Wealth
Pennsylvania
$7.32M +$1.98M +37,994 +36%
LWMG
169
Levy Wealth Management Group
Pennsylvania
$7.22M +$200K +3,852 +3%
9WM
170
9258 Wealth Management
Ohio
$7.18M +$1.82M +35,046 +33%
FZCM
171
Flynn Zito Capital Management
New York
$7.17M +$759K +14,596 +12%
UCFA
172
United Capital Financial Advisors
Texas
$7.05M -$346K -6,650 -5%
NWM
173
NEIRG Wealth Management
Massachusetts
$7.04M -$669K -12,860 -8%
SFG
174
StrategIQ Financial Group
Indiana
$7.03M +$340K +6,538 +5%
MWM
175
McNaughton Wealth Management
California
$6.98M +$1.07M +20,644 +18%

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.