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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
Cerity Partners
301
Cerity Partners
New York
$1.88M -$57.9K -890 -3%
Franklin Resources
302
Franklin Resources
California
$1.85M +$1.37K +21 +0.1%
AAS
303
Avantax Advisory Services
Texas
$1.83M -$318K -4,884 -15%
PPW
304
Pinnacle Private Wealth
Massachusetts
$1.82M -$136K -2,085 -7%
M&T Bank
305
M&T Bank
New York
$1.81M -$6.05K -93 -0.3%
OPS
306
Orion Portfolio Solutions
Nebraska
$1.77M -$94.3M -1,448,958 -98%
CFP
307
Curran Financial Partners
South Carolina
$1.75M -$154K -2,373 -8%
RC
308
RegentAtlantic Capital
New Jersey
$1.74M -$2.02K -31 -0.1%
TFA
309
Tranquilli Financial Advisor
New Jersey
$1.74M -$215K -3,307 -11%
WP
310
WealthShield Partners
North Carolina
$1.72M +$1.69M +25,915 New
SAM
311
Stringer Asset Management
Tennessee
$1.71M +$1.68M +25,861 New
MWM
312
Modera Wealth Management
New Jersey
$1.69M -$162K -2,484 -9%
JSL
313
JT Stratford LLC
Georgia
$1.68M +$74.2K +1,140 +5%
SWMG
314
Sanchez Wealth Management Group
Florida
$1.68M +$375K +5,760 +29%
CIAS
315
Capital Investment Advisory Services
North Carolina
$1.67M +$87.9K +1,351 +6%
HAS
316
HBW Advisory Services
California
$1.66M +$12.2K +188 +0.8%
RMAM
317
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$221K -3,391 -12%
MCC
318
Money Concepts Capital
Florida
$1.63M -$4.28M -65,804 -73%
SB
319
Strategic Blueprint
Georgia
$1.61M +$17.4K +268 +1%
NF
320
Nvest Financial
New Hampshire
$1.6M +$1.58M +24,244 New
FIM
321
Fernwood Investment Management
Massachusetts
$1.6M +$10.4K +160 +0.7%
LF
322
Lantz Financial
Illinois
$1.6M -$117K -1,795 -7%
BAM
323
Belpointe Asset Management
Nevada
$1.59M -$143K -2,193 -8%
GAG
324
GM Advisory Group
New York
$1.58M +$1.55M +23,869 New
PPP
325
Private Portfolio Partners
New Jersey
$1.55M +$482K +7,408 +46%

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.