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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
RWA
201
Rooted Wealth Advisors
Illinois
$5.28M +$5.42M +104,152 New
TC
202
TAGStone Capital
North Carolina
$5.27M -$885 -17 -0%
SWP
203
Stratos Wealth Partners
Ohio
$5.17M +$1.23M +23,684 +30%
TFA
204
Tobias Financial Advisors
Florida
$5.17M -$368K -7,082 -6%
PA
205
Probity Advisors
Texas
$5.17M +$424K +8,141 +9%
DWM
206
Drive Wealth Management
Utah
$5.13M +$4.91M +94,439 +1,379%
WWM
207
Western Wealth Management
Colorado
$5.04M -$4.71M -90,541 -48%
MWM
208
Meridian Wealth Management
Kentucky
$5.01M -$99.1K -1,904 -2%
WP
209
WealthPLAN Partners
Nebraska
$5M +$4.76M +91,437 New
WIM
210
WealthPlan Investment Management
Nebraska
$4.99M +$3.94M +75,803 +486%
RZH
211
Relyea Zuckerberg Hanson
Connecticut
$4.94M -$381K -7,329 -7%
MWA
212
Motive Wealth Advisors
Michigan
$4.94M -$33.3K -640 -0.7%
FCMT
213
Founders Capital Management (Texas)
Texas
$4.87M -$14.9K -287 -0.3%
MPW
214
Melone Private Wealth
Michigan
$4.85M +$110K +2,119 +2%
RFS
215
Retirement Financial Solutions
Tennessee
$4.73M +$4.86M +93,379 New
BPA
216
Beacon Pointe Advisors
California
$4.72M +$2.07M +39,756 +75%
CAL
217
Capital Analysts LLC
Pennsylvania
$4.68M +$2.71M +52,078 +129%
PFG
218
PAX Financial Group
Texas
$4.67M +$3.85K +74 +0.1%
IPW
219
Intergy Private Wealth
Colorado
$4.67M -$383K -7,363 -7%
TW
220
Transform Wealth
Colorado
$4.55M -$80.3K -1,543 -2%
TCA
221
Transcend Capital Advisors
New Jersey
$4.38M -$264K -5,082 -6%
ODIJL
222
One Day In July LLC
Vermont
$4.38M +$4.5M +86,392 New
SCA
223
Snowden Capital Advisors
New York
$4.37M +$10.8K +207 +0.2%
DWM
224
Denver Wealth Management
Colorado
$4.23M +$4.34M +83,406 New
Baird Financial Group
225
Baird Financial Group
Wisconsin
$4.13M +$116K +2,234 +3%

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.