We are live on ! Find out more
SPYG icon

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
PPA
351
Parametric Portfolio Associates
Washington
$1.18M +$409K +6,286 +54%
VWA
352
Visionary Wealth Advisors
Illinois
$1.17M +$55.8K +857 +5%
SIA
353
Schechter Investment Advisors
Michigan
$1.17M +$1.15M +17,715 New
JWCA
354
J.W. Cole Advisors
Florida
$1.17M +$133K +2,043 +13%
AIA
355
Acute Investment Advisory
Arizona
$1.16M -$18.4M -283,406 -94%
CFGS
356
Concourse Financial Group Securities
Alabama
$1.16M -$179K -2,744 -14%
IF
357
Intrua Financial
Texas
$1.15M +$6.12K +94 +0.5%
CT
358
Caldwell Trust
Florida
$1.14M +$36.5K +561 +3%
Fifth Third Bancorp
359
Fifth Third Bancorp
Ohio
$1.14M -$23.4K -359 -2%
KCIA
360
Kingsbury Capital Investment Advisors
Illinois
$1.13M +$1.11M +17,006 New
IWC
361
Integrated Wealth Concepts
Massachusetts
$1.12M -$2.02M -31,014 -65%
CI
362
CX Institutional
Indiana
$1.11M -$497K -7,631 -31%
RIA
363
Regal Investment Advisors
Michigan
$1.11M -$199K -3,056 -15%
VCM
364
Vigilant Capital Management
Maine
$1.1M
MMA
365
Miracle Mile Advisors
California
$1.09M -$62.9K -967 -6%
MWC
366
MBM Wealth Consultants
Missouri
$1.08M +$578K +8,887 +119%
HWM
367
Horizon Wealth Management
Illinois
$1.07M -$104K -1,596 -9%
MGIA
368
Moneta Group Investment Advisors
Missouri
$1.06M -$131K -2,015 -11%
RFN
369
Redwood Financial Network
Ohio
$1.05M +$1.03M +15,886 New
PNC Financial Services Group
370
PNC Financial Services Group
Pennsylvania
$1.05M +$6.7K +103 +0.7%
CAPTRUST Financial Advisors
371
CAPTRUST Financial Advisors
North Carolina
$1.04M -$337K -5,184 -25%
GAG
372
Goodman Advisory Group
Massachusetts
$1.03M +$1.01M +15,490 New
DWM
373
Dakota Wealth Management
Florida
$1.02M +$260K +4,002 +35%
TCWM
374
Total Clarity Wealth Management
Illinois
$998K -$2.27M -34,903 -70%
LC
375
Legacy CG
Texas
$988K +$971K +14,920 New

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.