We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

678 hedge funds and large institutions have $8.05B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 219 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $15M | Put options by funds: $7M

45% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 219

0.52% more ownership

Funds ownership: 67.29%67.81% (+0.52%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

5% less funds holding

Funds holding: 713678 (-35)

15% less capital invested

Capital invested by funds: $9.52B → $8.05B (-$1.47B)

28% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 89

Holders
678
Holders Change
-35
Holders Change %
-4.91%
% of All Funds
11.42%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.9%
New
64
Increased
318
Reduced
219
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Financial Engines Advisors
1
Financial Engines Advisors
California
$763M +$97.5M +1,700,644 +13%
LPL Financial
2
LPL Financial
California
$658M +$134M +2,331,746 +23%
Ameriprise
3
Ameriprise
Minnesota
$252M -$39.5M -689,129 -13%
VA
4
Valmark Advisers
Ohio
$238M +$19.7M +343,093 +8%
Morgan Stanley
5
Morgan Stanley
New York
$237M +$23.8M +415,049 +10%
EH
6
Equitable Holdings
New York
$208M +$74M +1,290,536 +48%
AF
7
Allworth Financial
California
$203M +$10.1M +175,556 +5%
Bank of America
8
Bank of America
North Carolina
$192M +$49.6M +865,394 +31%
HWM
9
HB Wealth Management
Georgia
$167M +$10M +174,943 +6%
Osaic Holdings
10
Osaic Holdings
Arizona
$165M -$11.8M -206,636 -6%
UBS Group
11
UBS Group
Switzerland
$142M +$12.8M +223,089 +9%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$141M +$13.6M +238,014 +10%
AA
13
Advisory Alpha
Michigan
$134M +$4.76M +82,986 +3%
RA
14
RFG Advisory
Alabama
$112M +$2.63M +45,809 +3%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$108M -$15.6M -272,871 -12%
NAS
16
Nicolet Advisory Services
Wisconsin
$102M -$10.7M -185,879 -9%
OWM
17
Orgel Wealth Management
Wisconsin
$91.5M +$100M +1,749,347 New
WJA
18
Willis Johnson & Associates
Texas
$90.7M +$6.8M +118,660 +7%
AWM
19
AE Wealth Management
Kansas
$88.4M +$1.46M +25,386 +2%
HI
20
Horizon Investments
North Carolina
$85.7M -$35.7M -621,919 -28%
Wells Fargo
21
Wells Fargo
California
$79.2M +$5.04M +87,887 +6%
TC
22
TownSquare Capital
Utah
$77.2M +$10.2M +178,521 +14%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$72.9M +$8.32M +145,053 +12%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$71.1M +$2.1M +36,610 +3%
PI
25
PFS Investments
Georgia
$68.9M +$6.59M +114,911 +10%