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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
PTC
251
Private Trust Company
Ohio
$3.72M +$253K +3,629 +8%
B
252
Bridgeworth
Alabama
$3.69M +$241K +3,458 +7%
IRC
253
Investors Research Corp
Georgia
$3.67M +$1.06M +15,211 +43%
ACM
254
Advisors Capital Management
New Jersey
$3.65M -$855K -12,254 -20%
EWM
255
Echo Wealth Management
Minnesota
$3.63M -$170K -2,439 -4%
PFM
256
Parsec Financial Management
North Carolina
$3.63M -$111K -1,591 -3%
TCWM
257
Total Clarity Wealth Management
Illinois
$3.62M +$1.62M +23,177 +86%
Koshinski Asset Management
258
Koshinski Asset Management
Illinois
$3.62M -$248K -3,548 -7%
GSIS
259
Global Strategic Investment Solutions
Arizona
$3.49M +$2.37K +34 +0.1%
IWC
260
Integrated Wealth Concepts
Massachusetts
$3.47M +$114K +1,626 +4%
MWM
261
Marion Wealth Management
Pennsylvania
$3.43M +$3.3M +47,324 New
QCM
262
Quest Capital Management
Texas
$3.41M +$85K +1,217 +3%
ISB
263
Iowa State Bank
Iowa
$3.38M -$99K -1,418 -3%
GSWM
264
Golden State Wealth Management
California
$3.28M +$2.81M +40,235 +797%
SFS
265
Sowell Financial Services
Arkansas
$3.26M -$200K -2,858 -6%
FFG
266
Fullen Financial Group
Ohio
$3.23M -$41.4K -593 -1%
QCG
267
Quadrant Capital Group
Ohio
$3.23M
IWP
268
IAG Wealth Partners
Wisconsin
$3.12M -$106K -1,525 -3%
AT
269
American Trust
Kentucky
$3.06M +$2.94M +42,156 New
OIA
270
OneDigital Investment Advisors
Kansas
$2.99M -$125K -1,786 -4%
BF
271
BOK Financial
Oklahoma
$2.88M -$14.5K -208 -0.5%
ETIA
272
Epic Trust Investment Advisors
Washington
$2.79M +$2.69M +38,551 New
Lido Advisors
273
Lido Advisors
California
$2.79M -$39.7K -568 -1%
AFP
274
Ausdal Financial Partners
Iowa
$2.78M +$1.81M +25,989 +210%
GSEP
275
Golden State Equity Partners
California
$2.75M -$5.83M -83,443 -69%

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.