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State Street SPDR Portfolio S&P 500 Growth ETF

722 hedge funds and large institutions have $11.6B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 271 increasing their positions, 197 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

409% more first-time investments, than exits

New positions opened: 168 | Existing positions closed: 33

38% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 197

35% more funds holding in top 10

Funds holding in top 10: 93126 (+33)

23% more capital invested

Capital invested by funds: $9.39B → $11.6B (+$2.2B)

20% more funds holding

Funds holding: 603722 (+119)

4.32% more ownership

Funds ownership: 67.43%71.75% (+4.3%)

60% less call options, than puts

Call options by funds: $9.64M | Put options by funds: $24.4M

Holders
722
Holders Change
+119
Holders Change %
+19.73%
% of All Funds
11.11%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.94%
New
168
Increased
271
Reduced
197
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
226
Cooper Financial Group
California
$4.79M +$623K +8,926 +16%
LWAC
227
Laurel Wealth Advisors (California)
California
$4.79M +$4.28M +61,257 +1,274%
Rockefeller Capital Management
228
Rockefeller Capital Management
New York
$4.79M +$1.2M +17,230 +35%
NC
229
NewSquare Capital
Pennsylvania
$4.72M +$531K +7,600 +13%
QC
230
Quent Capital
New York
$4.61M +$4.44M +63,645 New
KOC
231
Koss-Olinger Consulting
Florida
$4.57M +$3.93M +56,323 +845%
UWM
232
USAdvisors Wealth Management
Minnesota
$4.5M -$394K -5,640 -8%
MWM
233
Meridian Wealth Management
Kentucky
$4.44M +$694K +9,941 +19%
IWA
234
IBEX Wealth Advisors
New Jersey
$4.36M +$259K +3,704 +7%
Mariner
235
Mariner
Kansas
$4.32M -$111K -1,594 -3%
FAIM
236
Financial Advocates Investment Management
Washington
$4.29M +$370K +5,301 +10%
OPWM
237
Oxinas Partners Wealth Management
Indiana
$4.17M +$4.02M +57,601 New
SCA
238
Snowden Capital Advisors
New York
$4.14M +$961K +13,767 +32%
ES
239
Eagle Strategies
New York
$4.08M +$3.93M +56,317 New
WSWA
240
Warren Street Wealth Advisors
California
$4.05M +$3.9M +55,918 New
AMG
241
Asset Management Group
Connecticut
$4.04M -$171K -2,454 -4%
BNP Paribas Financial Markets
242
BNP Paribas Financial Markets
France
$4.01M +$3.86M +55,301 New
PWP
243
Personal Wealth Partners
Minnesota
$3.98M +$1.18M +16,868 +44%
NFG
244
Next Financial Group
Texas
$3.93M +$469K +6,720 +14%
RIS
245
Retirement Income Solutions
Michigan
$3.93M -$933K -13,370 -20%
SAM
246
Sequent Asset Management
Texas
$3.91M -$5.66K -81 -0.1%
TDWM
247
Topel & Distasi Wealth Management
California
$3.8M +$3.66M +52,468 New
AWM
248
Avior Wealth Management
Nebraska
$3.8M -$316K -4,529 -8%
Jane Street
249
Jane Street
New York
$3.8M +$812K +11,625 +29%
CWP
250
Concord Wealth Partners
Virginia
$3.72M +$3.59M +51,365 New

SPYG Hedge Fund Activity: Q4 2021 in Review

722 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2021, worth a combined $11.6B — up 23% from $9.39B a quarter earlier.

Buyers outnumbered sellers: 168 funds opened new SPYG positions and 33 closed out — a net gain of 135 holders — while 271 added to existing stakes and 197 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $93.2M. The largest seller was Goldman Sachs, cutting an estimated $49.6M.

  • 722 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2021, up from 603 in Q3 2021.
  • Funds reported $11.6B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2021, up 23% quarter-over-quarter.
  • 168 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2021 and 33 closed out, a net change of +135 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $93.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2021 was Goldman Sachs, an estimated $49.6M sold.

Based on aggregated 13F filings for Q4 2021.