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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
MCWS
476
McKinley Carter Wealth Services
West Virginia
$461K -$1.24K -19 -0.3%
IAN
477
Integrated Advisors Network
Texas
$460K +$452K +6,947 New
AWM
478
Angeles Wealth Management
California
$459K +$451K +6,937 New
PCM
479
Presidio Capital Management
California
$459K +$451K +6,937 New
HF
480
Halpern Financial
Virginia
$456K +$448K +6,889 New
DCM
481
Donaldson Capital Management
Indiana
$456K -$684K -10,517 -60%
VCM
482
Virtue Capital Management
Tennessee
$450K -$1.42M -21,878 -76%
ACI
483
Alpha Cubed Investments
California
$450K -$32.7K -503 -7%
LWM
484
Laidlaw Wealth Management
New York
$446K +$22.7K +349 +5%
IWA
485
Intercontinental Wealth Advisors
Texas
$438K -$33.1K -509 -7%
AW
486
ACG Wealth
Georgia
$437K
BBNA
487
Bremer Bank National Association
Minnesota
$437K
T
488
TRUADVICE
Florida
$429K +$477K +7,329 New
WSTAM
489
Wilbanks Smith & Thomas Asset Management
Virginia
$427K +$40.1K +616 +9%
Bank of Montreal
490
Bank of Montreal
Ontario, Canada
$418K +$116K +1,783 +40%
PAS
491
Park Avenue Securities
New York
$417K -$182K -2,796 -31%
JWCA
492
J.W. Coons Advisors
Ohio
$405K
PWP
493
Principle Wealth Partners
Connecticut
$405K +$117K +1,793 +41%
TYCC
494
Texas Yale Capital Corp
Florida
$403K
JWBC
495
John W. Brooker & Co
California
$402K
RFN
496
RDA Financial Network
Iowa
$402K
CA
497
Calton & Associates
Florida
$399K -$781 -12 -0.2%
LW
498
Linscomb Wealth
Texas
$399K +$651 +10 +0.2%
BRWA
499
B. Riley Wealth Advisors
Florida
$398K -$9.67M -148,612 -96%
PFA
500
Pathway Financial Advisors
Vermont
$396K +$60.9K +936 +19%

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.