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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
BCI
376
Brinker Capital Investments
Pennsylvania
$987K -$39.3K -604 -4%
KPW
377
Kore Private Wealth
New York
$980K +$963K +14,800 New
BEI
378
Benjamin Edwards Inc
Missouri
$966K -$424K -6,516 -31%
CA
379
Centerpoint Advisors
Massachusetts
$964K -$89.1K -1,369 -9%
FMN
380
Financial Management Network
California
$953K -$13.3K -205 -1%
AWS
381
Arkfeld Wealth Strategies
Nebraska
$946K +$23.4K +360 +2%
SPWM
382
Schrum Private Wealth Management
Florida
$937K +$1.63K +25 +0.2%
CFA
383
Compass Financial Advisors
Indiana
$934K +$143K +2,201 +18%
DAS
384
Dynamic Advisor Solutions
Arizona
$922K +$486K +7,473 +116%
TFCP
385
Twin Focus Capital Partners
Massachusetts
$900K +$583K +8,965 +194%
AF
386
Advisornet Financial
Minnesota
$888K -$400K -6,154 -31%
MWM
387
MY Wealth Management
Maryland
$883K
TF
388
TRH Financial
Iowa
$875K -$114K -1,749 -12%
ICG
389
InterOcean Capital Group
Tennessee
$875K +$1.04K +16 +0.1%
LIA
390
LBMC Investment Advisors
Tennessee
$874K -$70.7K -1,087 -8%
FWM
391
Fingerlakes Wealth Management
New York
$869K +$116K +1,779 +16%
CPIG
392
Chicago Partners Investment Group
Illinois
$858K +$143K +2,193 +16%
MSFS
393
Main Street Financial Solutions
Pennsylvania
$845K -$7.09K -109 -0.8%
MA
394
MONECO Advisors
Connecticut
$837K +$121K +1,859 +17%
CM
395
Churchill Management
California
$827K +$45.7K +702 +6%
WPW
396
Waldron Private Wealth
Pennsylvania
$823K
PIFP
397
Partners in Financial Planning
Virginia
$807K +$219K +3,368 +33%
SS
398
Sunbelt Securities
Texas
$800K +$21.9K +337 +3%
CAC
399
Certified Advisory Corp
Florida
$794K +$144K +2,216 +23%
IFG
400
Independent Financial Group
California
$787K -$30.3K -466 -4%

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.