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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
ISWM
401
Independent Solutions Wealth Management
New York
$851K +$41.5K +595 +5%
BWM
402
BT Wealth Management
Georgia
$848K
WAP
403
Wealthcare Advisory Partners
Pennsylvania
$845K -$8.28M -118,572 -91%
PA
404
PFG Advisors
Arizona
$840K -$2.86K -41 -0.4%
PPA
405
Parametric Portfolio Associates
Washington
$838K +$807K +11,562 New
SWA
406
Stratos Wealth Advisors
Ohio
$837K +$120K +1,721 +18%
BC
407
Brio Consultants
California
$833K -$187K -2,685 -19%
GTAM
408
Global Trust Asset Management
Florida
$831K +$222K +3,174 +38%
DWM
409
Dakota Wealth Management
Florida
$829K +$323K +4,626 +68%
WP
410
WealthSource Partners
California
$826K +$796K +11,400 New
FWM
411
Fingerlakes Wealth Management
New York
$821K +$792K +11,345 New
GEA
412
Glen Eagle Advisors
New Jersey
$818K +$10.8K +154 +1%
GWSG
413
GPS Wealth Strategies Group
Colorado
$812K +$5.58K +80 +0.7%
CAM
414
Concorde Asset Management
Michigan
$800K +$158K +2,261 +26%
VWM
415
Venturi Wealth Management
Texas
$797K +$768K +11,000 New
PMFA
416
Plante Moran Financial Advisors
Michigan
$789K
SPC
417
Sigma Planning Corp
Michigan
$786K -$70.4K -1,009 -9%
CW
418
CreativeOne Wealth
Kansas
$783K -$415K -5,950 -36%
RFA
419
Reilly Financial Advisors
California
$780K -$109K -1,557 -13%
FNBOO
420
First National Bank of Omaha
Nebraska
$767K -$4.19K -60 -0.6%
SS
421
Sunbelt Securities
Texas
$763K -$20.8K -298 -3%
LJAC
422
L.J. Altfest & Co
New York
$762K +$429K +6,140 +140%
JGIA
423
Jackson Grant Investment Advisers
Connecticut
$758K +$3.7K +53 +0.5%
WP
424
WealthPLAN Partners
Nebraska
$742K +$29.7K +425 +4%
CB
425
Community Bank
New York
$741K -$14.7K -210 -2%

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.