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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
HFS
701
Hantz Financial Services
Michigan
$2K -$2.28K -35 -49%
HCP
702
Hexagon Capital Partners
Arkansas
$2K
PP
703
Pacifica Partners
Canada
$2K
RG
704
Retirement Group
California
$2K
VNA
705
Valley National Advisers
Pennsylvania
$2K +$456 +7 +39%
SCA
706
Stonebridge Capital Advisors
Minnesota
$2K +$1.69K +26 +520%
LC
707
Lindbrook Capital
California
$1K
MA
708
Montag & Associates
Georgia
$1K
IF
709
Integrity Financial
Wyoming
$1K +$325 +5 +100%
WIM
710
Westside Investment Management
California
$14
Bank Julius Baer & Co
711
Bank Julius Baer & Co
Switzerland
-$16M -221,349 Closed
BFA
712
BMS Financial Advisors
South Dakota
-$13.2M -182,456 Closed
EF
713
Empowered Funds
Pennsylvania
-$12.4M -171,333 Closed
SWM
714
SigFig Wealth Management
California
-$10.4M -166,408 Closed
HC
715
HNP Capital
New York
-$8.64M -119,233 Closed
QIM
716
Quest Investment Management
Oregon
-$6.61M -91,229 Closed
BHWA
717
Beacon Harbor Wealth Advisors
Virginia
-$4.96M -68,416 Closed
UWM
718
USAdvisors Wealth Management
Minnesota
-$4.5M -62,114 Closed
Jane Street
719
Jane Street
New York
-$3.8M -52,379 Closed
SFS
720
Sowell Financial Services
Arkansas
-$3.26M -44,933 Closed
TI
721
Tidal Investments
Wisconsin
-$2.45M -33,760 Closed
Citadel Advisors
722
Citadel Advisors
Florida
-$2.09M -32,106 Closed
Renaissance Technologies
723
Renaissance Technologies
New York
-$2.2M -30,400 Closed
FWM
724
Forefront Wealth Management
Pennsylvania
-$2.03M -28,037 Closed
OC
725
Oppenheimer & Co
New York
-$2.01M -27,716 Closed

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.