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State Street SPDR Portfolio S&P 500 Growth ETF

713 hedge funds and large institutions have $9.52B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 301 increasing their positions, 237 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 301 | Existing positions reduced: 237

10% more call options, than puts

Call options by funds: $22M | Put options by funds: $19.9M

4% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 82

1% less funds holding

Funds holding: 722713 (-9)

4.46% less ownership

Funds ownership: 71.75%67.29% (-4.5%)

8% less funds holding in top 10

Funds holding in top 10: 126116 (-10)

18% less capital invested

Capital invested by funds: $11.6B → $9.52B (-$2.06B)

Holders
713
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.25%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.83%
New
85
Increased
301
Reduced
237
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.04M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
226
Baltimore-Washington Financial Advisors
Maryland
$4.19M -$2.58M -39,718 -35%
VLC
227
Van Leeuwen & Company
New Jersey
$4.02M +$3.95M +60,700 New
SCM
228
Southport Capital Management
Tennessee
$3.89M -$5.98M -91,875 -61%
ES
229
Eagle Strategies
New York
$3.8M +$73.5K +1,129 +2%
PG
230
Prostatis Group
Maryland
$3.8M -$572K -8,789 -13%
EWM
231
Echo Wealth Management
Minnesota
$3.77M +$529K +8,127 +16%
RIS
232
Retirement Income Solutions
Michigan
$3.71M +$116K +1,780 +3%
AMG
233
Asset Management Group
Connecticut
$3.69M +$5.99K +92 +0.2%
IWA
234
IBEX Wealth Advisors
New Jersey
$3.61M -$368K -5,648 -9%
Koshinski Asset Management
235
Koshinski Asset Management
Illinois
$3.55M +$235K +3,610 +7%
SAM
236
Sequent Asset Management
Texas
$3.48M -$88.7K -1,363 -3%
B
237
Bridgeworth
Alabama
$3.48M +$103K +1,589 +3%
IA
238
Integrity Advisory
Kansas
$3.48M +$3.42M +52,545 New
CWA
239
Centennial Wealth Advisory
Michigan
$3.48M -$6.53M -100,379 -66%
TDWM
240
Topel & Distasi Wealth Management
California
$3.47M
MPWT
241
MassMutual Private Wealth & Trust
Connecticut
$3.44M +$3.38M +51,917 New
ADIM
242
Alpha DNA Investment Management
Maryland
$3.43M +$1.07M +16,491 +47%
PTC
243
Private Trust Company
Ohio
$3.38M -$14.4K -222 -0.4%
AWA
244
Arete Wealth Advisors
Illinois
$3.36M +$1.81M +27,827 +121%
GLA
245
Good Life Advisors
Pennsylvania
$3.31M +$824K +12,657 +34%
CI
246
Cavalier Investments
Georgia
$3.3M -$1.24M -19,015 -28%
PFM
247
Parsec Financial Management
North Carolina
$3.29M -$26.9K -413 -0.8%
Northwestern Mutual Wealth Management
248
Northwestern Mutual Wealth Management
Wisconsin
$3.26M +$1.42M +21,874 +80%
GSIS
249
Global Strategic Investment Solutions
Arizona
$3.19M +$2.28K +35 +0.1%
MWM
250
Marion Wealth Management
Pennsylvania
$3.15M +$19.1K +294 +0.6%

SPYG Hedge Fund Activity: Q1 2022 in Review

713 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2022, worth a combined $9.52B — down 18% from $11.6B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new SPYG positions and 82 closed out — a net gain of 3 holders — while 301 added to existing stakes and 237 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $77.8M. The largest seller was Envestnet Asset Management, cutting an estimated $745M.

  • 713 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2022, down from 722 in Q4 2021.
  • Funds reported $9.52B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2022, down 18% quarter-over-quarter.
  • 85 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2022 and 82 closed out, a net change of +3 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2022 was Financial Engines Advisors, an estimated $77.8M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2022 was Envestnet Asset Management, an estimated $745M sold.

Based on aggregated 13F filings for Q1 2022.