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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
JWM
676
Janiczek Wealth Management
Colorado
$15K -$13.7K -211 -49%
CTC
677
Central Trust Company
Missouri
$15K
DHGWA
678
Dixon Hughes Goodman Wealth Advisors
North Carolina
$15K
AA
679
Addison Advisors
Vermont
$14K -$3.45K -53 -19%
TWA
680
TCI Wealth Advisors
Arizona
$14K
LWANC
681
Laurel Wealth Advisors (North Carolina)
North Carolina
$14K +$2.6K +40 +23%
National Bank of Canada
682
National Bank of Canada
Quebec, Canada
$13K
SIAP
683
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$13K +$2.8K +43 +29%
FA
684
Faithward Advisors
Pennsylvania
$12K
MCA
685
Maryland Capital Advisors
Maryland
$12K
SIS
686
Sound Income Strategies
Florida
$11K
HS
687
Horan Securities
United States
$10K
FDCDDQ
688
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.93K
ASBI
689
American State Bank (Iowa)
Iowa
$7.88K
CAAS
690
Capital Asset Advisory Services
Michigan
$7K -$196K -3,012 -96%
C
691
Covestor
United Kingdom
$7K
OSAM
692
O'Shaughnessy Asset Management
Connecticut
$7K +$6.44K +99 New
BFC
693
Bedel Financial Consulting
Indiana
$5K
CWM
694
Curi Wealth Management
North Carolina
$5K
GWA
695
Gibson Wealth Advisors
Texas
$5K
AAP
696
Arax Advisory Partners
Colorado
$5K +$5.21K +80 New
RA
697
Rise Advisors
New York
$5K +$5.21K +80 New
Qube Research & Technologies (QRT)
698
Qube Research & Technologies (QRT)
United Kingdom
$3K -$968K -14,874 -100%
TF
699
TimeScale Financial
Massachusetts
$3K +$3.25K +50 New
FGAM
700
Financial Gravity Asset Management
Texas
$2.56K -$413K -6,352 -19%

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.