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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
NFC
276
Northeast Financial Consultants
Connecticut
$2.38M
CPA
277
Capital Planning Advisors
California
$2.32M +$27.7K +425 +1%
AI
278
Atria Investments
North Carolina
$2.25M -$2.71M -41,569 -55%
FTUS
279
Flow Traders U.S.
New York
$2.24M +$2.2M +33,846 New
MWM
280
Marietta Wealth Management
Georgia
$2.2M -$29.3K -450 -1%
LA
281
LexAurum Advisors
Kansas
$2.18M +$223K +3,425 +12%
AssetMark Inc
282
AssetMark Inc
California
$2.17M -$15M -230,771 -88%
HGERS
283
Householder Group Estate & Retirement Specialist
Arizona
$2.16M +$936K +14,379 +79%
William Blair & Company
284
William Blair & Company
Illinois
$2.15M +$10.4K +160 +0.5%
MSS
285
Mitchell Sinkler & Starr
Pennsylvania
$2.13M -$164K -2,520 -7%
WA
286
Wambolt & Associates
Colorado
$2.12M +$101K +1,546 +5%
APA
287
American Portfolios Advisors
New York
$2.11M -$9.34M -143,488 -82%
WAS
288
Wealth Advisory Solutions
Indiana
$2.09M +$2.06M +31,601 New
CAL
289
Capital Analysts LLC
Pennsylvania
$2.09M +$27.1K +416 +1%
EGA
290
E&G Advisors
Texas
$2.09M -$223K -3,420 -10%
Invesco
291
Invesco
Georgia
$2.08M -$92.1K -1,415 -4%
SS
292
Simplicity Solutions
Minnesota
$2.06M +$205K +3,147 +11%
US Bancorp
293
US Bancorp
Minnesota
$2M -$7.34M -112,782 -79%
SOS
294
Silver Oak Securities
Tennessee
$2M +$2.02M +30,970 New
TW
295
Towerpoint Wealth
California
$2M +$1.35M +20,712 +220%
RCAG
296
Rehmann Capital Advisory Group
Michigan
$1.96M +$43.9K +675 +2%
FCMA
297
Foresight Capital Management Advisors
Michigan
$1.93M +$89.9K +1,381 +5%
JWS
298
Juncture Wealth Strategies
Arizona
$1.92M +$1.89M +28,999 New
SFG
299
Sovereign Financial Group
Connecticut
$1.91M +$906K +13,921 +93%
IMOV
300
Investment Management of Virginia
Virginia
$1.89M +$53K +814 +3%

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.