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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
BFC
701
Bedel Financial Consulting
Indiana
$5K
HFS
702
Hantz Financial Services
Michigan
$5K +$2.44K +35 +95%
RK
703
Rather & Kittrell
Tennessee
$4K +$4.75K +68 New
RG
704
Retirement Group
California
$3K
FGAM
705
Financial Gravity Asset Management
Texas
$2.95K -$271K -3,878 -10%
HCP
706
Hexagon Capital Partners
Arkansas
$2K
PP
707
Pacifica Partners
Canada
$2K
RDIA
708
RE Dickinson Investment Advisors
Iowa
$2K +$2.16K +31 New
CCMW
709
Cypress Capital Management (Wyoming)
Wyoming
$1K
EVM
710
Eaton Vance Management
Massachusetts
$1K
MA
711
Montag & Associates
Georgia
$1K
VNA
712
Valley National Advisers
Pennsylvania
$1K +$838 +12 +200%
LC
713
Lindbrook Capital
California
$1K +$1.05K +15 New
CP
714
Castleview Partners
Texas
$628 +$3.18M +45,511 New
LWM
715
Liberty Wealth Management
California
$417 +$262K +3,759 +188%
WIM
716
Westside Investment Management
California
$15
AIM
717
Astor Investment Management
Illinois
-$35M -545,956 Closed
WEPOG
718
Wealth Enhancement & Preservation of GA
Georgia
-$14.1M -220,832 Closed
TRCT
719
Tower Research Capital (TRC)
New York
-$3.6M -51,579 -100%
TFA
720
Tobias Financial Advisors
Florida
-$2.91M -45,392 Closed
OWA
721
Outlook Wealth Advisors
Texas
-$2.91M -45,387 Closed
HF
722
HRT Financial
New York
-$1.87M -29,273 Closed
GRP
723
Global Retirement Partners
California
-$1.76M -27,493 Closed
RIM
724
Redwood Investment Management
Arizona
-$1.09M -17,055 Closed
FTUS
725
Flow Traders U.S.
New York
-$857K -13,379 Closed

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.