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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
CIAS
326
Capital Investment Advisory Services
North Carolina
$1.73M +$254K +3,640 +18%
LNC
327
Lincoln National Corp
Pennsylvania
$1.72M -$14.7K -211 -0.9%
Marshall Wace
328
Marshall Wace
United Kingdom
$1.72M +$1.41M +20,130 +563%
AWA
329
Arete Wealth Advisors
Illinois
$1.68M +$37.3K +535 +2%
BPA
330
Beacon Pointe Advisors
California
$1.62M +$46K +659 +3%
SSW
331
Stone Summit Wealth
Florida
$1.61M +$1.56M +22,334 New
FMWA
332
Forvis Mazars Wealth Advisors
Missouri
$1.57M -$42K -602 -3%
OWA
333
Opal Wealth Advisors
New York
$1.57M +$120K +1,716 +9%
OAM
334
Oppenheimer Asset Management
New York
$1.57M -$2.98M -42,675 -66%
CAM
335
Cozad Asset Management
Illinois
$1.53M +$867K +12,415 +142%
BEI
336
Benjamin Edwards Inc
Missouri
$1.53M +$203K +2,907 +16%
CAPTRUST Financial Advisors
337
CAPTRUST Financial Advisors
North Carolina
$1.51M +$36.9K +529 +3%
MF
338
Meridian Financial
Massachusetts
$1.5M +$1.45M +20,742 New
JP Morgan Chase
339
JP Morgan Chase
New York
$1.48M -$5.89M -84,414 -81%
CFGS
340
Concourse Financial Group Securities
Alabama
$1.47M -$61.9K -886 -4%
RIA
341
Regal Investment Advisors
Michigan
$1.43M +$113K +1,620 +9%
BAM
342
Bruderman Asset Management
New York
$1.43M -$3.15M -45,150 -70%
SWMG
343
Sanchez Wealth Management Group
Florida
$1.42M +$385K +5,518 +39%
AF
344
Advisornet Financial
Minnesota
$1.42M +$230K +3,297 +20%
AIC
345
Ayalon Insurance Company
Israel
$1.41M -$190K -2,716 -12%
BA
346
Bristlecone Advisors
Washington
$1.39M +$72.7K +1,041 +6%
PT
347
Plimoth Trust
Massachusetts
$1.38M +$10.1K +145 +0.8%
TIA
348
Traphagen Investment Advisors
New Jersey
$1.37M +$6.56K +94 +3%
Bank of New York Mellon
349
Bank of New York Mellon
New York
$1.33M -$3.21M -45,924 -71%
HGERS
350
Householder Group Estate & Retirement Specialist
Arizona
$1.32M +$1.27M +18,248 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.