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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
PFA
526
Pathway Financial Advisors
Vermont
$335K +$352K +5,049 New
BI
527
Ballast Inc
Kentucky
$334K -$152K -2,172 -32%
PFA
528
Paradigm Financial Advisors
Missouri
$334K
Kovitz Investment Group Partners
529
Kovitz Investment Group Partners
Illinois
$330K
NS
530
Newman & Schimel
Illinois
$328K -$495K -7,093 -61%
EWM
531
EPG Wealth Management
Georgia
$328K +$59.8K +856 +23%
Bank of Montreal
532
Bank of Montreal
Ontario, Canada
$324K -$1.81M -25,913 -85%
EA
533
Eclectic Associates
California
$321K -$26K -372 -8%
ST
534
Somerset Trust
Pennsylvania
$320K
FT
535
Fiduciary Trust
Massachusetts
$315K
PWP
536
Principle Wealth Partners
Connecticut
$314K +$302K +4,329 New
MCM
537
McDonough Capital Management
Florida
$312K +$301K +4,306 New
SW
538
SteelPeak Wealth
California
$302K
VWM
539
Vigilare Wealth Management
Arizona
$302K +$489 +7 +0.2%
LA
540
Lifeworks Advisors
Michigan
$302K +$291K +4,171 New
CAN
541
Claraphi Advisory Network
United States
$301K -$3.14K -45 -1%
SAM
542
SignalPoint Asset Management
Missouri
$296K -$1.68K -24 -0.6%
RJT
543
Raymond James Trust
Florida
$295K -$4.75K -68 -2%
WWM
544
WJ Wealth Management
Arizona
$295K
SCG
545
Sonata Capital Group
Washington
$294K
TC
546
Titleist Capital
Texas
$293K +$283K +4,049 New
LA
547
Latitude Advisors
Florida
$290K +$35.4K +507 +15%
DWM
548
Drive Wealth Management
Utah
$287K +$276K +3,959 New
SG
549
StoneX Group
New York
$287K +$10.6K +152 +4%
FNC
550
First National Corp
Massachusetts
$285K -$3.14K -45 -1%

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.