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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
PC
526
Permanens Capital
New York
$333K -$34.8K -534 -10%
DCM
527
Davidson Capital Management
Texas
$332K +$326K +5,014 New
FI
528
Financial Insights
Washington
$331K
SIC
529
Samalin Investment Counsel
New York
$325K +$71.2K +1,094 +29%
HNB
530
Huntington National Bank
Ohio
$323K
ANTB
531
AMG National Trust Bank
Colorado
$318K
FG
532
Fiduciary Group
Georgia
$316K -$43.2K -664 -10%
PMG
533
ProVise Management Group
Florida
$307K
BAM
534
Bruderman Asset Management
New York
$305K -$983K -15,105 -77%
TFA
535
Teamwork Financial Advisors
Texas
$303K -$268K -4,121 -47%
BI
536
Ballast Inc
Kentucky
$302K -$3.71K -57 -1%
NS
537
Newman & Schimel
Illinois
$301K +$521 +8 +0.2%
FWP
538
FAS Wealth Partners
Kansas
$301K +$169K +2,603 +134%
MCM
539
McDonough Capital Management
Florida
$297K +$11.6K +179 +4%
PP
540
Patten & Patten
Tennessee
$295K +$290K +4,452 New
DWM
541
Drive Wealth Management
Utah
$294K +$31.3K +481 +12%
EA
542
Eclectic Associates
California
$293K
ST
543
Somerset Trust
Pennsylvania
$292K
FT
544
Fiduciary Trust
Massachusetts
$288K
SW
545
SteelPeak Wealth
California
$279K +$3.38K +52 +1%
ML
546
McAdam LLC
Pennsylvania
$278K +$26.9K +414 +11%
CBFP
547
Cedar Brook Financial Partners
Ohio
$277K -$153K -2,355 -36%
VWM
548
Vigilare Wealth Management
Arizona
$277K +$456 +7 +0.2%
AWM
549
Aprio Wealth Management
Georgia
$276K -$4.25M -65,242 -94%
LA
550
Lifeworks Advisors
Michigan
$276K -$521 -8 -0.2%

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.