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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
JWBC
501
John W. Brooker & Co
California
$440K
RFN
502
RDA Financial Network
Iowa
$440K
CA
503
Calton & Associates
Florida
$437K +$16.5K +237 +4%
LW
504
Linscomb Wealth
Texas
$436K +$698 +10 +0.2%
FTS
505
Fifth Third Securities
Ohio
$432K +$416K +5,966 New
CPA
506
Clear Perspective Advisors
Illinois
$422K +$4.54K +65 +1%
FC
507
Fusion Capital
South Carolina
$404K +$70 +1 +0%
PC
508
Permanens Capital
New York
$403K +$15.9K +228 +4%
FAM
509
Formidable Asset Management
Ohio
$402K +$387K +5,544 New
DA
510
Detalus Advisors
Missouri
$398K +$14.6K +209 +4%
EWA
511
EP Wealth Advisors
California
$392K -$8.17K -117 -2%
CAM
512
Cresset Asset Management
Illinois
$391K +$377K +5,394 New
RWA
513
Redhawk Wealth Advisors
Minnesota
$382K +$69.3K +993 +23%
SC
514
Savant Capital
Illinois
$378K -$58.3K -835 -14%
NEWAS
515
N.E.W. Advisory Services
Wisconsin
$378K +$12.5K +179 +4%
JFGIW
516
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$376K +$206K +2,953 +132%
WI
517
WBI Investments
New Jersey
$375K +$628 +9 +0.2%
AFM
518
Abbot Financial Management
Massachusetts
$370K
DL
519
DOHJ LLC
Washington
$368K +$6.21K +89 +2%
FI
520
Financial Insights
Washington
$362K
BHBT
521
Burke & Herbert Bank & Trust
Virginia
$354K +$30.3K +434 +10%
HNB
522
Huntington National Bank
Ohio
$353K
ANTB
523
AMG National Trust Bank
Colorado
$348K
PMG
524
ProVise Management Group
Florida
$336K -$21.5K -308 -6%
TFCP
525
Twin Focus Capital Partners
Massachusetts
$336K +$323K +4,630 New

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.