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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
SWA
576
SFMG Wealth Advisors
Texas
$241K
BFA
577
Beaumont Financial Advisors
Massachusetts
$241K +$70 +1 +0%
LFG
578
Lockerman Financial Group
California
$241K +$233K +3,332 New
FFA
579
Fragasso Financial Advisors
Pennsylvania
$239K -$10.7K -153 -4%
FNBT
580
FineMark National Bank & Trust
Florida
$238K
DSAM
581
Dock Street Asset Management
Florida
$238K +$229K +3,282 New
RIA
582
Realta Investment Advisors
Delaware
$237K +$229K +3,274 New
RWM
583
RBA Wealth Management
California
$236K +$227K +3,251 New
SYBT
584
Stock Yards Bank & Trust
Kentucky
$236K +$228K +3,260 New
CL
585
Choreo LLC
Illinois
$232K +$223K +3,200 New
JAG
586
Journey Advisory Group
Kentucky
$231K
Vontobel Holding
587
Vontobel Holding
Switzerland
$227K
FW
588
FirstPurpose Wealth
Utah
$227K +$218K +3,128 New
BCA
589
Bay Colony Advisors
Massachusetts
$227K +$219K +3,139 New
CAAS
590
Capital Asset Advisory Services
Michigan
$226K +$21K +301 +11%
AWM
591
Accel Wealth Management
Iowa
$225K +$45.5K +652 +27%
IP
592
Investment Partners
Ohio
$219K -$20.5K -294 -9%
WANY
593
Wealthspire Advisors (New York)
New York
$219K -$8.73K -125 -4%
Fisher Asset Management
594
Fisher Asset Management
Washington
$219K +$211K +3,016 New
FFA
595
Freedman Financial Associates
Massachusetts
$217K
OFG
596
Oxford Financial Group
Indiana
$217K +$209K +3,000 New
WIA
597
World Investment Advisors
California
$216K -$80.8K -1,158 -26%
E
598
ETFidea
New York
$216K +$208K +2,979 New
TFGT
599
TS Financial Group (TSFG)
Illinois
$214K
GCP
600
Gill Capital Partners
Colorado
$213K +$205K +2,936 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.