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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
GIA
176
GHP Investment Advisors
Colorado
$6.96M +$823K +15,821 +13%
OPWM
177
Oxinas Partners Wealth Management
Indiana
$6.94M -$1.57M -30,097 -18%
ACM
178
Advisors Capital Management
New Jersey
$6.92M +$2.06M +39,650 +41%
RF
179
Rollins Financial
Georgia
$6.87M -$1.55M -29,760 -18%
CSPIA
180
Cary Street Partners Investment Advisory
Virginia
$6.79M +$2.73M +52,558 +65%
OC
181
Oarsman Capital
Wisconsin
$6.67M +$907K +17,426 +15%
PC
182
Pecaut & Co
Iowa
$6.62M +$861K +16,538 +14%
AWA
183
Alta Wealth Advisors
Massachusetts
$6.37M +$836K +16,072 +15%
SAM
184
Securian Asset Management
Minnesota
$6.14M +$1.91M +36,800 +44%
HWM
185
Horizon Wealth Management
Illinois
$6.11M +$5.47M +105,061 +677%
FIM
186
Freedom Investment Management
Connecticut
$6.08M +$96K +1,845 +2%
WFPG
187
Waller Financial Planning Group
Ohio
$6.06M +$13K +249 +0.2%
1SB
188
1ST Source Bank
Indiana
$5.94M +$1.14M +21,855 +23%
IWP
189
IAG Wealth Partners
Wisconsin
$5.94M +$1.1M +21,072 +22%
CA
190
CGN Advisors
Kansas
$5.92M +$1.12M +21,439 +22%
CIM
191
Confluence Investment Management
Missouri
$5.86M -$5.5M -105,747 -48%
QC
192
Quent Capital
New York
$5.73M +$96.1K +1,846 +2%
IRC
193
Investors Research Corp
Georgia
$5.72M +$502K +9,646 +9%
GG
194
GenWealth Group
New Jersey
$5.57M -$118K -2,267 -2%
GA
195
GoalVest Advisory
New York
$5.54M +$5.69M +109,314 New
OAM
196
Occidental Asset Management
California
$5.47M +$398K +7,655 +8%
ACA
197
Affinity Capital Advisors
California
$5.44M -$99.2K -1,906 -2%
CCFM
198
Clear Creek Financial Management
Washington
$5.44M +$49.1K +944 +0.9%
PAS
199
Park Avenue Securities
New York
$5.42M +$532K +10,217 +11%
IWN
200
Independent Wealth Network
Iowa
$5.38M +$253K +4,869 +5%

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.