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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
WF
601
Warner Financial
Maryland
$213K +$205K +2,942 New
AP
602
Advisor Partners
California
$210K +$202K +2,890 New
I
603
IMPACTfolio
Colorado
$209K +$201K +2,880 New
JFA
604
Johanson Financial Advisors
California
$209K +$201K +2,886 New
DWM
605
Destination Wealth Management
California
$208K +$200K +2,870 New
ACA
606
Aptus Capital Advisors
Alabama
$205K
MAS
607
Madden Advisory Services
Florida
$205K +$198K +2,834 New
FAG
608
Fortitude Advisory Group
Washington
$204K +$197K +2,818 New
C
609
CEDRUS
Colorado
$202K +$195K +2,791 New
MAM
610
Meeder Asset Management
Ohio
$189K -$37.3K -534 -17%
CAL
611
Capital Advisors Ltd
Ohio
$189K
CFO
612
CVA Family Office
Colorado
$182K +$176K +2,515 New
MP
613
McDonald Partners
Ohio
$176K -$673K -9,634 -80%
ACM
614
Absolute Capital Management
Pennsylvania
$176K +$169K +2,425 New
SMG
615
Spectrum Management Group
Indiana
$167K
RCM
616
Raleigh Capital Management
North Carolina
$167K +$161K +2,300 New
EWA
617
EverSource Wealth Advisors
Alabama
$150K +$144K +2,067 New
FWP
618
FAS Wealth Partners
Kansas
$140K -$15.4K -221 -10%
PA
619
Parallel Advisors
California
$140K
PA
620
PSI Advisors
Florida
$135K -$248K -3,548 -66%
PCG
621
Private Capital Group
Connecticut
$129K -$209 -3 -0.2%
MFA
622
Morling Financial Advisors
California
$128K +$123K +1,768 New
TWM
623
Tradition Wealth Management
Minnesota
$122K
MAM
624
Marquette Asset Management
Minnesota
$119K
BLC
625
Brown, Lisle/Cummings
Rhode Island
$118K +$114K +1,630 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.