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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
LTL
176
Lowery Thomas LLC
California
$5.24M +$76.1K +1,353 +1%
TC
177
TAGStone Capital
North Carolina
$5.21M -$23.7K -422 -0.4%
ACM
178
Advisors Capital Management
New Jersey
$5.18M +$2.95M +52,497 +118%
IRC
179
Investors Research Corp
Georgia
$5.17M +$755K +13,418 +15%
TFCP
180
Twin Focus Capital Partners
Massachusetts
$5.15M +$542K +9,635 +10%
IWN
181
Independent Wealth Network
Iowa
$5.07M +$330K +5,865 +6%
MWM
182
Meridian Wealth Management
Kentucky
$5.05M -$6.37M -113,280 -53%
OAM
183
Occidental Asset Management
California
$5.03M +$438K +7,786 +8%
IPW
184
Intergy Private Wealth
Colorado
$4.98M +$5.59M +99,430 New
MWA
185
Motive Wealth Advisors
Michigan
$4.92M +$389K +6,912 +8%
MPW
186
Melone Private Wealth
Michigan
$4.91M +$287K +5,096 +6%
CWA
187
Clarus Wealth Advisors
Arizona
$4.87M -$41K -728 -0.7%
PAS
188
Park Avenue Securities
New York
$4.85M +$5.04M +89,551 +1,245%
FCMT
189
Founders Capital Management (Texas)
Texas
$4.83M -$52.6K -935 -1%
IWP
190
IAG Wealth Partners
Wisconsin
$4.82M +$350K +6,217 +7%
CA
191
CGN Advisors
Kansas
$4.78M +$269K +4,776 +5%
1SB
192
1ST Source Bank
Indiana
$4.78M +$3.49M +62,025 +186%
PA
193
Probity Advisors
Texas
$4.7M +$261K +4,636 +5%
PFG
194
PAX Financial Group
Texas
$4.62M +$43.3K +770 +0.8%
TCA
195
Transcend Capital Advisors
New Jersey
$4.59M +$14.7K +262 +0.3%
TW
196
Transform Wealth
Colorado
$4.58M -$748K -13,288 -13%
Citadel Advisors
197
Citadel Advisors
Florida
$4.53M +$3.86M +68,566 +313%
GLA
198
Good Life Advisors
Pennsylvania
$4.33M +$1.47M +26,205 +44%
B
199
Bridgeworth
Alabama
$4.32M +$609K +10,827 +14%
SCA
200
Snowden Capital Advisors
New York
$4.31M +$720K +12,798 +17%

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.