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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
SPWM
376
Schrum Private Wealth Management
Florida
$1.11M +$1.07M +15,309 New
SC
377
Slow Capital
California
$1.09M +$1.05M +15,096 New
SFG
378
Sovereign Financial Group
Connecticut
$1.09M -$20.4K -292 -2%
TF
379
TRH Financial
Iowa
$1.08M -$167K -2,399 -14%
Qube Research & Technologies (QRT)
380
Qube Research & Technologies (QRT)
United Kingdom
$1.08M +$1.04M +14,918 New
ACM
381
Azimuth Capital Management
Michigan
$1.08M +$1.04M +14,900 New
SL
382
Salomon & Ludwin
Virginia
$1.07M +$93.5K +1,339 +10%
FMN
383
Financial Management Network
California
$1.04M -$73.2K -1,048 -7%
LIA
384
LBMC Investment Advisors
Tennessee
$1.04M +$551K +7,888 +123%
PFS
385
Prospera Financial Services
Texas
$1.03M +$993K +14,223 New
ACK
386
Andrew C. Karlinski
$1.03M +$993K +14,225 New
AIP
387
Ameritas Investment Partners
Nebraska
$1.02M +$85.2K +1,221 +9%
AWS
388
Arkfeld Wealth Strategies
Nebraska
$1.01M +$1.68K +24 +0.2%
9WM
389
9258 Wealth Management
Ohio
$1M
1CP
390
17 Capital Partners
Arizona
$978K +$942K +13,500 New
MWM
391
MY Wealth Management
Maryland
$967K +$931K +13,340 New
ICG
392
InterOcean Capital Group
Tennessee
$957K -$113K -1,620 -11%
MSFS
393
Main Street Financial Solutions
Pennsylvania
$933K +$2.79K +40 +0.3%
MFW
394
Mosaic Family Wealth
Missouri
$925K -$924K -13,235 -51%
WPW
395
Waldron Private Wealth
Pennsylvania
$901K
IFG
396
Independent Financial Group
California
$896K +$282K +4,036 +48%
CPIG
397
Chicago Partners Investment Group
Illinois
$879K +$158K +2,268 +20%
CFA
398
Compass Financial Advisors
Indiana
$863K +$832K +11,911 New
CM
399
Churchill Management
California
$855K -$51.8K -742 -6%
PFA
400
Pinnacle Family Advisors
Missouri
$852K -$136K -1,955 -14%

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.