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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
LPL Financial
1
LPL Financial
California
$798M +$188M +3,344,761 +27%
Financial Engines Advisors
2
Financial Engines Advisors
California
$774M +$48.2M +855,991 +6%
Ameriprise
3
Ameriprise
Minnesota
$249M +$6.38M +113,323 +2%
VA
4
Valmark Advisers
Ohio
$234M +$7.21M +128,232 +3%
Morgan Stanley
5
Morgan Stanley
New York
$234M +$7.41M +131,692 +3%
EH
6
Equitable Holdings
New York
$225M +$28.6M +508,310 +13%
Bank of America
7
Bank of America
North Carolina
$205M +$23.9M +424,254 +12%
AF
8
Allworth Financial
California
$205M +$11.7M +208,715 +5%
HWM
9
HB Wealth Management
Georgia
$160M +$491K +8,722 +0.3%
Osaic Holdings
10
Osaic Holdings
Arizona
$155M -$3.54M -62,834 -2%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$144M +$10.4M +184,142 +7%
UBS Group
12
UBS Group
Switzerland
$143M +$8.15M +144,925 +5%
AA
13
Advisory Alpha
Michigan
$130M +$1.76M +31,275 +1%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$100M -$3.62M -64,398 -3%
NAS
15
Nicolet Advisory Services
Wisconsin
$94.9M +$2.3M +40,915 +2%
WJA
16
Willis Johnson & Associates
Texas
$94.3M +$8.35M +148,470 +9%
HI
17
Horizon Investments
North Carolina
$86M +$4.41M +78,304 +5%
Wells Fargo
18
Wells Fargo
California
$84.2M +$9.37M +166,491 +11%
AWM
19
AE Wealth Management
Kansas
$83.2M -$1.64M -29,095 -2%
TC
20
TownSquare Capital
Utah
$82.5M +$9.52M +169,184 +11%
RA
21
RFG Advisory
Alabama
$81.7M -$14.6M -260,273 -14%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$75.9M +$8.75M +155,557 +11%
PAG
23
Private Advisor Group
New Jersey
$67.8M +$9.87M +175,437 +15%
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$65.8M -$3.84M -68,163 -5%
FWM
25
Focused Wealth Management
New York
$64.9M +$5.16M +91,683 +8%

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.