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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
BWM
201
Boyd Wealth Management
California
$4.26M +$1.37M +24,335 +40%
SAM
202
Securian Asset Management
Minnesota
$4.22M -$1.24M -22,000 -21%
MSAM
203
Moloney Securities Asset Management
Missouri
$4.19M -$92.7K -1,648 -2%
BC
204
Burney Company
Virginia
$4.15M +$307K +5,448 +7%
CSPIA
205
Cary Street Partners Investment Advisory
Virginia
$4.08M +$345K +6,123 +8%
OFS
206
OneAscent Financial Services
Alabama
$4.04M -$341K -6,059 -7%
Baird Financial Group
207
Baird Financial Group
Wisconsin
$3.97M +$93.7K +1,665 +2%
SWP
208
Stratos Wealth Partners
Ohio
$3.93M +$430K +7,643 +11%
SW
209
Simplicity Wealth
New Jersey
$3.88M -$801K -14,240 -16%
CWM
210
Collaborative Wealth Management
Florida
$3.81M -$117K -2,085 -3%
GRP
211
Global Retirement Partners
California
$3.81M -$320K -5,690 -7%
GWSG
212
GPS Wealth Strategies Group
Colorado
$3.71M +$898K +15,960 +27%
OPPS
213
Obsidian Personal Planning Solutions
Maryland
$3.64M -$2.09M -37,167 -34%
TC
214
Trilogy Capital
California
$3.64M +$353K +6,279 +9%
CF
215
Centaurus Financial
California
$3.62M +$3.77M +67,088 +1,311%
IA
216
Integrity Advisory
Kansas
$3.58M +$328K +5,836 +9%
CFG
217
Cooper Financial Group
California
$3.5M -$89.5K -1,591 -2%
PWA
218
Providence Wealth Advisors
Illinois
$3.49M -$48.4K -861 -1%
HI
219
Harbour Investments
Wisconsin
$3.48M
RIS
220
Retirement Income Solutions
Michigan
$3.38M +$470K +8,353 +14%
AFP
221
Ausdal Financial Partners
Iowa
$3.32M +$1.53M +27,134 +69%
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$3.32M -$44.4K -789 -1%
AWA
223
Arete Wealth Advisors
Illinois
$3.27M +$1.41M +25,019 +62%
SWA
224
Stratos Wealth Advisors
Ohio
$3.24M +$3.23M +57,438 +802%
OAM
225
Oppenheimer Asset Management
New York
$3.2M

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.