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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
AWA
1
Arete Wealth Advisors
Illinois
$3.17B -$137K -2,636 -4%
Financial Engines Advisors
2
Financial Engines Advisors
California
$992M +$214M +4,122,307 +27%
LPL Financial
3
LPL Financial
California
$943M +$139M +2,677,178 +17%
FCAS
4
First Command Advisory Services
Texas
$550M +$564M +10,842,337 New
Morgan Stanley
5
Morgan Stanley
New York
$245M +$8.98M +172,506 +4%
EH
6
Equitable Holdings
New York
$236M +$9.3M +178,720 +4%
Bank of America
7
Bank of America
North Carolina
$226M +$19.2M +369,379 +9%
VA
8
Valmark Advisers
Ohio
$224M -$13.1M -252,352 -5%
AF
9
Allworth Financial
California
$217M +$10.1M +195,016 +5%
Ameriprise
10
Ameriprise
Minnesota
$212M -$38.6M -742,192 -15%
UBS Group
11
UBS Group
Switzerland
$174M +$30.1M +579,375 +20%
HWM
12
HB Wealth Management
Georgia
$161M +$3.22M +61,813 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$152M +$51.4M +987,448 +49%
Osaic Holdings
14
Osaic Holdings
Arizona
$137M -$19.9M -382,607 -12%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$131M -$14.9M -285,690 -10%
RA
16
RFG Advisory
Alabama
$128M +$38.9M +747,734 +46%
AA
17
Advisory Alpha
Michigan
$125M -$6.84M -131,486 -5%
HI
18
Horizon Investments
North Carolina
$118M +$32M +614,918 +36%
WJA
19
Willis Johnson & Associates
Texas
$99.9M +$4.67M +89,697 +5%
OWM
20
Orgel Wealth Management
Wisconsin
$99.6M +$62.5M +1,201,623 +157%
NAS
21
Nicolet Advisory Services
Wisconsin
$99.5M +$1.41M +27,122 +1%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$84.2M +$7.58M +145,658 +10%
AWM
23
AE Wealth Management
Kansas
$83.1M -$1.06M -20,349 -1%
Wells Fargo
24
Wells Fargo
California
$82.1M -$3.18M -61,162 -4%
TC
25
TownSquare Capital
Utah
$82M -$1.5M -28,777 -2%

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.