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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
OWA
326
Opal Wealth Advisors
New York
$1.55M +$115K +1,766 +8%
SF
327
Summit Financial
New Jersey
$1.53M +$503K +7,733 +50%
Millennium Management
328
Millennium Management
New York
$1.53M +$1.01M +15,568 +207%
FMWA
329
Forvis Mazars Wealth Advisors
Missouri
$1.52M +$76.7K +1,178 +5%
SSW
330
Stone Summit Wealth
Florida
$1.45M -$21.9K -337 -2%
Bank of New York Mellon
331
Bank of New York Mellon
New York
$1.43M +$215K +3,298 +18%
IMC Chicago
332
IMC Chicago
Illinois
$1.43M +$1.4M +21,590 New
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$1.38M +$595K +9,140 +78%
DA
334
Doliver Advisors
Texas
$1.38M +$1.35M +20,771 New
MF
335
Meridian Financial
Massachusetts
$1.36M -$14K -215 -1%
SL
336
Salomon & Ludwin
Virginia
$1.35M +$363K +5,585 +38%
LNC
337
Lincoln National Corp
Pennsylvania
$1.32M -$249K -3,832 -16%
CAM
338
Cozad Asset Management
Illinois
$1.31M -$85.6K -1,316 -6%
Natixis Advisors
339
Natixis Advisors
Massachusetts
$1.29M +$1.27M +19,545 New
TWM
340
Thrive Wealth Management
Pennsylvania
$1.28M +$1.25M +19,281 New
TIA
341
Traphagen Investment Advisors
New Jersey
$1.26M -$6.12K -94 -3%
VWA
342
V Wealth Advisors
Kansas
$1.25M +$62.6K +962 +5%
PT
343
Plimoth Trust
Massachusetts
$1.25M -$13.8K -212 -1%
CA
344
Cetera Advisors
Colorado
$1.24M -$1.17M -18,034 -49%
ACK
345
Andrew C. Karlinski
$1.23M +$285K +4,384 +31%
CCMG
346
Clark Capital Management Group
Pennsylvania
$1.22M -$259M -3,973,984 -100%
AIC
347
Ayalon Insurance Company
Israel
$1.2M -$83K -1,275 -7%
PCIA
348
Prime Capital Investment Advisors
Kansas
$1.2M
BA
349
Bristlecone Advisors
Washington
$1.2M -$74.8K -1,150 -6%
MA
350
Mutual Advisors
Nebraska
$1.19M +$38K +584 +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.