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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
WANY
601
Wealthspire Advisors (New York)
New York
$200K
DCM
602
DGS Capital Management
New Jersey
$200K +$197K +3,024 New
TFGT
603
TS Financial Group (TSFG)
Illinois
$192K -$3.64K -56 -2%
CAL
604
Capital Advisors Ltd
Ohio
$186K +$12.7K +195 +7%
WAM
605
Worth Asset Management
Texas
$180K +$218K +3,350 New
FAG
606
Fortitude Advisory Group
Washington
$178K -$8.59K -132 -5%
S
607
SignatureFD
Georgia
$175K -$67.1K -1,031 -28%
CFO
608
CVA Family Office
Colorado
$167K
MAM
609
Meeder Asset Management
Ohio
$166K -$6.44K -99 -4%
RCM
610
Raleigh Capital Management
North Carolina
$152K
OSNBOA
611
Old Second National Bank of Aurora
Illinois
$139K +$1.24K +19 +0.9%
SMG
612
Spectrum Management Group
Indiana
$132K -$19.6K -301 -13%
Citigroup
613
Citigroup
New York
$130K -$271K -4,162 -68%
PA
614
Parallel Advisors
California
$130K
EWA
615
EverSource Wealth Advisors
Alabama
$119K -$17.8K -274 -13%
PCG
616
Private Capital Group
Connecticut
$118K
PAG
617
Paladin Advisory Group
Iowa
$118K +$116K +1,786 New
MFA
618
Morling Financial Advisors
California
$117K +$195 +3 +0.2%
GA
619
GoalVest Advisory
New York
$114K +$112K +1,724 New
TWM
620
Tradition Wealth Management
Minnesota
$112K
MAM
621
Marquette Asset Management
Minnesota
$109K
BLC
622
Brown, Lisle/Cummings
Rhode Island
$108K
JFGIW
623
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$107K -$234K -3,592 -69%
MWM
624
Mascoma Wealth Management
New Hampshire
$106K +$104K +1,600 New
PWMG
625
Prestige Wealth Management Group
New Jersey
$104K

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.