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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
FFWM
651
Future Financial Wealth Management
Ohio
$54K +$51.2K +734 New
RPCONE
652
Retirement Planning Company of New England
Rhode Island
$54K +$52.9K +758 New
RI
653
Rinkey Investments
California
$52K +$51.7K +741 New
CFB
654
Cullen/Frost Bankers
Texas
$49K +$46.8K +671 New
WBC
655
West Branch Capital
Massachusetts
$47K +$70 +1 +0.2%
CSWM
656
Cassady Schiller Wealth Management
Ohio
$46K +$44.2K +633 New
MBFW
657
Morton Brown Family Wealth
Pennsylvania
$45K +$43.6K +624 New
Optiver Holding
658
Optiver Holding
Netherlands
$44K
1IA
659
1834 Investment Advisors
Wisconsin
$42K
NFSG
660
Newbridge Financial Services Group
Florida
$42K +$40.4K +578 New
BWL
661
Bogart Wealth LLC
Virginia
$41K +$70 +1 +0.2%
LS
662
Leelyn Smith
Illinois
$36K +$34.9K +500 New
CFA
663
Carroll Financial Associates
North Carolina
$33K -$209 -3 -0.7%
FFG
664
Ford Financial Group
California
$32.2K +$1.89M +27,063 +6%
CHA
665
Carmichael Hill & Associates
Maryland
$32K
FHC
666
First Heartland Consultants
Missouri
$31.3K +$2.84M +40,699 +10%
JWM
667
Janiczek Wealth Management
Colorado
$31K +$7.05K +101 +31%
WWM
668
Wolff Wiese Magana
California
$31K +$29.7K +425 New
PFA
669
Professional Financial Advisors
Nebraska
$28K +$70 +1 +0.3%
LF
670
Lee Financial
Texas
$26K +$908 +13 +4%
SAM
671
Strategic Asset Management
Minnesota
$26K +$1.19K +17 +5%
HIA
672
Harbor Investment Advisory
Maryland
$25K
PCFFS
673
Pacific Center for Financial Services
California
$25K
BA
674
Bellwether Advisors
Nebraska
$23K
PB
675
Pinnacle Bancorp
Nebraska
$22K

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.