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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

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: 93 → 126 (+33)

23% more capital invested

Capital invested by funds: $9.39B → $11.6B (+$2.2B)

20% more funds holding

Funds holding: 603 → 722 (+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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.2M
2
LPL Financial
LPL Financial
California
+$88M
3
Osaic Holdings
Osaic Holdings
Arizona
+$80.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$74.4M
5
LP
LGL Partners
Pennsylvania
+$47.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$49.6M
2
Wells Fargo
Wells Fargo
California
-$46.8M
3
AIM
Astor Investment Management
Illinois
-$35M
4
ACM
AlphaStar Capital Management
North Carolina
-$15M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
CDIA
26
Capital Directions Investment Advisors
Georgia
$91.6M +$55.8K +800 +0.1%
FWM
27
Focused Wealth Management
New York
$88.4M +$256K +3,664 +0.3%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$86.3M -$2.05M -29,394 -2%
PI
29
PFS Investments
Georgia
$84.4M -$11.4M -163,896 -12%
Stifel Financial
30
Stifel Financial
Missouri
$68.4M -$104K -1,496 -0.2%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$63.6M +$7.32M +104,889 +14%
KW
32
KWB Wealth
California
$60.8M +$1.17M +16,830 +2%
HighTower Advisors
33
HighTower Advisors
Illinois
$60.8M +$728K +10,429 +1%
PAG
34
Private Advisor Group
New Jersey
$58M +$10.9M +156,840 +24%
ACM
35
AlphaStar Capital Management
North Carolina
$56.4M -$15M -214,956 -21%
ONB
36
Old National Bancorp
Indiana
$56.4M -$172K -2,466 -0.3%
RWA
37
RGT Wealth Advisors
Texas
$55.5M +$1.64M +23,540 +3%
EWA
38
ERTS Wealth Advisors
Michigan
$54.7M +$41.3M +591,115 +362%
BlackRock
39
BlackRock
New York
$52.7M -$648K -9,286 -1%
FWM
40
FFT Wealth Management
Pennsylvania
$52.3M +$86.6K +1,241 +0.2%
CA
41
CoreCap Advisors
Michigan
$51.2M +$49.3M +706,406 New
LP
42
LGL Partners
Pennsylvania
$49.6M +$47.8M +684,972 New
MWPCG
43
Measured Wealth Private Client Group
New Hampshire
$48.3M +$3.82M +54,773 +9%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$47.5M +$5.8M +83,047 +15%
NA
45
Nottingham Advisors
New York
$46.3M -$9.19M -131,707 -17%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$46M +$12.9M +184,440 +41%
CWM
47
Connecticut Wealth Management
Connecticut
$46M +$24.7M +353,337 +126%
Goldman Sachs
48
Goldman Sachs
New York
$45.1M -$49.6M -710,704 -53%
MCM
49
Mainstay Capital Management
Michigan
$43.7M +$42.1M +602,995 New
RJA
50
Raymond James & Associates
Florida
$43.7M +$2.46M +35,225 +6%
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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.