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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
Kovitz Investment Group Partners
501
Kovitz Investment Group Partners
Illinois
$395K
TFS
502
Thoroughbred Financial Services
Tennessee
$392K +$386K +5,933 New
VFA
503
Valeo Financial Advisors
Indiana
$388K +$129K +1,986 +51%
SC
504
Savant Capital
Illinois
$387K +$40.5K +623 +12%
SWA
505
Stratos Wealth Advisors
Ohio
$380K -$378K -5,804 -50%
FC
506
Fusion Capital
South Carolina
$377K +$7.81K +120 +2%
TC
507
Tenret Company
Florida
$377K +$370K +5,691 New
MIM
508
Moseley Investment Management
Florida
$376K -$63K -968 -15%
BHBT
509
Burke & Herbert Bank & Trust
Virginia
$374K +$49.7K +763 +16%
FAM
510
Formidable Asset Management
Ohio
$367K
FFN
511
Focus Financial Network
Minnesota
$360K -$650K -9,987 -65%
VBFP
512
Valtinson Bruner Financial Planning
Minnesota
$360K -$5.58M -85,733 -94%
FTS
513
Fifth Third Securities
Ohio
$355K -$38.9K -597 -10%
EWA
514
EP Wealth Advisors
California
$355K -$2.54K -39 -0.7%
CF
515
Centaurus Financial
California
$344K +$117K +1,791 +52%
BCP
516
Berkeley Capital Partners
Georgia
$343K +$337K +5,183 New
SBIA
517
Sheaff Brock Investment Advisors
Indiana
$341K -$65.6K -1,008 -16%
AFM
518
Abbot Financial Management
Massachusetts
$338K
DL
519
DOHJ LLC
Washington
$337K +$586 +9 +0.2%
EWM
520
EPG Wealth Management
Georgia
$337K +$36.3K +558 +12%
CAG
521
Csenge Advisory Group
Florida
$335K -$1.71M -26,215 -84%
MHS
522
M Holdings Securities
Oregon
$335K +$329K +5,057 New
CCA
523
Column Capital Advisors
Indiana
$335K +$329K +5,058 New
WI
524
WBI Investments
New Jersey
$334K -$8.59K -132 -3%
MSR
525
Main Street Research
Connecticut
$334K +$329K +5,051 New

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.