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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
V
401
Veritable
Delaware
$782K -$286K -4,400 -27%
AIP
402
Ameritas Investment Partners
Nebraska
$779K -$150K -2,311 -16%
BWM
403
BT Wealth Management
Georgia
$775K -$65 -1 -0%
GEA
404
Glen Eagle Advisors
New Jersey
$772K +$24.5K +376 +3%
SF
405
Safeguard Financial
Wisconsin
$764K +$751K +11,542 New
BC
406
Brio Consultants
California
$762K +$1.37K +21 +0.2%
M1FG
407
Mach-1 Financial Group
Arkansas
$748K +$104K +1,596 +16%
BWM
408
BCS Wealth Management
Tennessee
$747K +$735K +11,289 New
CW
409
CreativeOne Wealth
Kansas
$745K +$29.3K +450 +4%
CAMG
410
CWA Asset Management Group
Florida
$741K +$68K +1,045 +10%
PA
411
PFG Advisors
Arizona
$735K -$31K -477 -4%
GWSG
412
GPS Wealth Strategies Group
Colorado
$719K -$22.5K -345 -3%
ISWM
413
Independent Solutions Wealth Management
New York
$717K -$59.3K -911 -8%
PMFA
414
Plante Moran Financial Advisors
Michigan
$715K -$5.66K -87 -0.8%
AWM
415
Axxcess Wealth Management
California
$709K +$110K +1,695 +19%
PFA
416
Pinnacle Family Advisors
Missouri
$707K -$70.3K -1,081 -9%
JGIA
417
Jackson Grant Investment Advisers
Connecticut
$706K +$13.7K +211 +2%
WEG
418
World Equity Group
Illinois
$700K +$688K +10,573 New
FNBOO
419
First National Bank of Omaha
Nebraska
$700K
GW
420
GW & Wade
Massachusetts
$680K +$7.22K +111 +1%
ASN
421
Advisory Services Network
Georgia
$664K +$3.97K +61 +0.6%
WP
422
WealthPLAN Partners
Nebraska
$656K +$10.4K +160 +1%
WIM
423
WealthPlan Investment Management
Nebraska
$656K +$738K +11,345 New
MP
424
McDonald Partners
Ohio
$654K +$485K +7,446 +307%
NFSG
425
Newbridge Financial Services Group
Florida
$654K +$605K +9,295 +1,608%

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.