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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
BW
626
Bison Wealth
Georgia
$117K
OSNBOA
627
Old Second National Bank of Aurora
Illinois
$115K +$15.1K +217 +12%
PWMG
628
Prestige Wealth Management Group
New Jersey
$114K -$16.3K -233 -13%
Toronto Dominion Bank
629
Toronto Dominion Bank
Ontario, Canada
$107K
RIM
630
Rockbridge Investment Management
New York
$106K
AA
631
AlphaMark Advisors
Kentucky
$105K
PCA
632
Providence Capital Advisors
North Carolina
$98K
FRA
633
Front Row Advisors
California
$95K
TC
634
TAP Consulting
Missouri
$91K +$87.5K +1,253 New
MIM
635
Macroview Investment Management
Maryland
$82K +$32K +458 +68%
AIP
636
Ahrens Investment Partners
Louisiana
$82K +$79.2K +1,135 New
FHA
637
First Horizon Advisors
Tennessee
$80K -$13.1K -187 -14%
FPWM
638
FSB Premier Wealth Management
Iowa
$80K +$77.1K +1,105 New
CHC
639
City Holding Co
West Virginia
$74K
JWA
640
JFS Wealth Advisors
Pennsylvania
$73K +$69.9K +1,002 New
LWA
641
Lowe Wealth Advisors
Maryland
$72K
BL
642
Balentine LLC
Georgia
$68K -$4.61K -66 -7%
TC
643
Truvestments Capital
Florida
$63K
BHWM
644
Beaird Harris Wealth Management
Texas
$60K +$57.6K +825 New
EW
645
Element Wealth
Mississippi
$59K
SCA
646
Sandy Cove Advisors
Massachusetts
$59K +$56.7K +812 New
CPFP
647
Clear Perspectives Financial Planning
Ohio
$58K +$9.07K +130 +19%
TCM
648
Triumph Capital Management
Colorado
$57K -$4.4K -63 -0.4%
CFD
649
Creative Financial Designs
Indiana
$55K -$1.68K -24 -3%
DSC
650
Duncker Streett & Co
Missouri
$54K

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.