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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
HIF
576
Hill Island Financial
Michigan
$233K +$390 +6 +0.2%
HSG
577
Helen Stephens Group
Texas
$232K +$228K +3,498 New
CWM
578
Concentric Wealth Management
California
$230K
FFA
579
Fragasso Financial Advisors
Pennsylvania
$230K +$10.7K +165 +5%
CCM
580
Condor Capital Management
New Jersey
$229K +$1.89K +29 +0.8%
SG
581
StoneX Group
New York
$227K -$34.2K -526 -13%
CGFA
582
Colton Groome Financial Advisors
North Carolina
$227K -$10.6K -163 -5%
FCA
583
FinTrust Capital Advisors
South Carolina
$227K
PPW
584
Parcion Private Wealth
Washington
$226K +$222K +3,407 New
BDF
585
Balasa Dinverno & Foltz
$226K +$222K +3,415 New
ACA
586
Aptus Capital Advisors
Alabama
$223K +$34.4K +528 +19%
SRC
587
Sage Rhino Capital
California
$223K +$219K +3,368 New
WP
588
WealthSource Partners
California
$222K -$524K -8,049 -71%
BFA
589
Beaumont Financial Advisors
Massachusetts
$221K +$130 +2 +0.1%
LSPW
590
Lake Street Private Wealth
Illinois
$221K +$217K +3,334 New
SWA
591
SFMG Wealth Advisors
Texas
$220K
GTAM
592
Global Trust Asset Management
Florida
$218K -$532K -8,173 -71%
WIA
593
World Investment Advisors
California
$217K -$911 -14 -0.4%
RWM
594
RBA Wealth Management
California
$215K
CL
595
Choreo LLC
Illinois
$212K
MG
596
Mather Group
Illinois
$212K +$208K +3,196 New
IP
597
Investment Partners
Ohio
$208K +$7.81K +120 +4%
MA
598
MKT Advisors
California
$205K +$242K +3,718 New
FFA
599
Freedman Financial Associates
Massachusetts
$202K
GI
600
Gradient Investments
Minnesota
$200K -$424K -6,511 -68%

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.