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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
AF
451
Arrow Financial
New York
$551K +$16.3K +250 +3%
HVIA
452
Hudson Valley Investment Advisors
New York
$543K +$83.6K +1,284 +19%
SFS
453
Security Financial Services
Indiana
$542K +$533K +8,187 New
Northern Trust
454
Northern Trust
Illinois
$537K +$28.6K +439 +6%
ACM
455
Advance Capital Management
Michigan
$534K +$1.76K +27 +0.3%
BSW
456
Buckingham Strategic Wealth
Missouri
$528K +$519K +7,968 New
EFS
457
Essex Financial Services
Connecticut
$525K -$117K -1,801 -19%
KOC
458
Koss-Olinger Consulting
Florida
$519K -$3.59M -55,144 -88%
HCWM
459
Harrison & Co Wealth Management
Virginia
$519K +$33.8K +520 +7%
EGA
460
Eagle Global Advisors
Texas
$518K +$35.8K +550 +8%
KCM
461
Kennicott Capital Management
California
$508K
FPAS
462
Focus Partners Advisor Solutions
Missouri
$504K
CWS
463
Confluence Wealth Services
Pennsylvania
$504K +$390 +6 +0.1%
SEI Investments
464
SEI Investments
Pennsylvania
$503K +$16.6K +255 +3%
MCM
465
MAI Capital Management
Ohio
$501K -$21.1K -325 -4%
HLOC
466
H.L. Ormond & Company
North Carolina
$496K
ATPW
467
Ashton Thomas Private Wealth
Arizona
$490K +$10.6K +163 +2%
LAS
468
Lloyd Advisory Services
Georgia
$489K -$14.6K -224 -3%
CPA
469
Cardiff Park Advisors
California
$489K
IIA
470
IPG Investment Advisors
California
$487K +$251K +3,862 +111%
WAM
471
Wallington Asset Management
Indiana
$485K -$60.5K -930 -11%
PFA
472
Pure Financial Advisors
California
$479K +$29.7K +456 +7%
JCM
473
Jacobi Capital Management
Pennsylvania
$473K
AR
474
Apeiron RIA
Texas
$466K -$3.06K -47 -0.7%
CWMGP
475
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$463K -$34K -523 -7%

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.