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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
SAM
626
Strategic Asset Management
Minnesota
$101K +$76K +1,168 +329%
MIM
627
Macroview Investment Management
Maryland
$99K +$23.9K +368 +33%
PA
628
PSI Advisors
Florida
$98K -$25.2K -388 -21%
RIM
629
Rockbridge Investment Management
New York
$97.7K +$1.11K +17 +1%
SCA
630
Sandy Cove Advisors
Massachusetts
$97K +$42.3K +650 +80%
AA
631
AlphaMark Advisors
Kentucky
$96K +$846 +13 +0.9%
PCA
632
Providence Capital Advisors
North Carolina
$90K
FRA
633
Front Row Advisors
California
$87K
Toronto Dominion Bank
634
Toronto Dominion Bank
Ontario, Canada
$85K -$13K -200 -14%
BW
635
Bison Wealth
Georgia
$81K -$25.8K -396 -25%
CFD
636
Creative Financial Designs
Indiana
$80K +$29K +446 +59%
CHC
637
City Holding Co
West Virginia
$77K
CPFP
638
Clear Perspectives Financial Planning
Ohio
$77K +$24.1K +370 +46%
AWM
639
Accel Wealth Management
Iowa
$71K -$132K -2,030 -65%
FCB
640
First Command Bank
Texas
$71K +$70.2K +1,079 New
FCFS
641
First Command Financial Services
Texas
$71K +$70.2K +1,079 New
LWA
642
Lowe Wealth Advisors
Maryland
$66K
BL
643
Balentine LLC
Georgia
$62K
BHWM
644
Beaird Harris Wealth Management
Texas
$55K
HIA
645
Harbor Investment Advisory
Maryland
$55K +$31.9K +490 +141%
EW
646
Element Wealth
Mississippi
$54K
COCM
647
Charter Oak Capital Management
New Hampshire
$54K +$52.7K +810 New
VRM
648
Vectors Research Management
New York
$52K -$8.46M -130,013 -99%
T
649
TCWP
Ohio
$52K +$52.1K +800 New
WWM
650
Wolff Wiese Magana
California
$51K +$22.5K +345 +81%

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.