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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
ODG
676
O'Dell Group
Ohio
$20K -$54.9K -786 -74%
AA
677
Addison Advisors
Vermont
$20K +$19K +272 New
CAM
678
Costello Asset Management
Pennsylvania
$19K
CCM
679
Covington Capital Management
California
$18K -$20.7K -297 -55%
WAS
680
Winch Advisory Services
Wisconsin
$18K
DHGWA
681
Dixon Hughes Goodman Wealth Advisors
North Carolina
$17K +$16.3K +234 New
CTC
682
Central Trust Company
Missouri
$16K
TWA
683
TCI Wealth Advisors
Arizona
$15K
National Bank of Canada
684
National Bank of Canada
Quebec, Canada
$15K +$14K +200 New
CFCI
685
Comprehensive Financial Consultants Institutional
Indiana
$15K +$17.2K +246 New
LWANC
686
Laurel Wealth Advisors (North Carolina)
North Carolina
$13K +$349 +5 +3%
JMF
687
Johnson Midwest Financial
Iowa
$13K +$12.1K +174 New
FA
688
Faithward Advisors
Pennsylvania
$13K +$12.7K +182 New
MCA
689
Maryland Capital Advisors
Maryland
$13K +$12.7K +182 New
AWM
690
Atticus Wealth Management
Florida
$12K +$2.79K +40 +33%
SIS
691
Sound Income Strategies
Florida
$12K +$11.2K +161 New
SIAP
692
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$11K
HS
693
Horan Securities
United States
$11K +$10.3K +147 New
FDCDDQ
694
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9K +$10.5K +150 New
WAC
695
William Allan Corp
Colorado
$9K +$8.8K +126 New
ASBI
696
American State Bank (Iowa)
Iowa
$8.62K
BWM
697
Baystate Wealth Management
Massachusetts
$8K +$5.86K +84 +382%
C
698
Covestor
United Kingdom
$8K +$7.4K +106 New
GWA
699
Gibson Wealth Advisors
Texas
$6K +$5.58K +80 New
CWM
700
Curi Wealth Management
North Carolina
$6K +$5.93K +85 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.