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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
MGIA
351
Moneta Group Investment Advisors
Missouri
$1.3M -$42.6K -610 -3%
VWA
352
V Wealth Advisors
Kansas
$1.29M -$78.7K -1,128 -6%
Mercer Global Advisors
353
Mercer Global Advisors
Colorado
$1.29M -$40.4K -578 -3%
HWM
354
Horizon Wealth Management
Illinois
$1.29M +$1.24M +17,807 New
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$1.28M +$617K +8,841 +101%
Susquehanna International Group
356
Susquehanna International Group
Pennsylvania
$1.26M -$837K -11,984 -41%
DCM
357
Donaldson Capital Management
Indiana
$1.26M +$87.4K +1,252 +8%
MMA
358
Miracle Mile Advisors
California
$1.26M +$1.05K +15 +0.1%
MA
359
Mutual Advisors
Nebraska
$1.26M +$71.8K +1,029 +6%
IF
360
Intrua Financial
Texas
$1.25M +$35.5K +508 +3%
VWA
361
Visionary Wealth Advisors
Illinois
$1.22M -$34.3K -492 -3%
CT
362
Caldwell Trust
Florida
$1.21M -$34.1K -488 -3%
VCM
363
Vigilant Capital Management
Maine
$1.2M
PCIA
364
Prime Capital Investment Advisors
Kansas
$1.2M +$1.16M +16,597 New
V
365
Veritable
Delaware
$1.18M
CG
366
Colony Group
Massachusetts
$1.17M +$538K +7,708 +91%
AFWM
367
AMJ Financial Wealth Management
Virginia
$1.17M +$1.12M +16,070 New
PPP
368
Private Portfolio Partners
New Jersey
$1.16M +$92.8K +1,329 +9%
IFG
369
Investors Financial Group
Minnesota
$1.16M +$32.3K +462 +3%
CA
370
Centerpoint Advisors
Massachusetts
$1.15M -$58.1K -832 -5%
PNC Financial Services Group
371
PNC Financial Services Group
Pennsylvania
$1.14M -$2.72K -39 -0.2%
JWCA
372
J.W. Cole Advisors
Florida
$1.13M +$1.09M +15,565 New
BCI
373
Brinker Capital Investments
Pennsylvania
$1.13M +$389K +5,579 +56%
FFN
374
Focus Financial Network
Minnesota
$1.12M +$132K +1,885 +14%
SF
375
Summit Financial
New Jersey
$1.12M +$262K +3,757 +32%

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.