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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

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: 93 → 126 (+33)

23% more capital invested

Capital invested by funds: $9.39B → $11.6B (+$2.2B)

20% more funds holding

Funds holding: 603 → 722 (+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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$93.2M
2
LPL Financial
LPL Financial
California
+$88M
3
Osaic Holdings
Osaic Holdings
Arizona
+$80.2M
4
Financial Engines Advisors
Financial Engines Advisors
California
+$74.4M
5
LP
LGL Partners
Pennsylvania
+$47.8M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$49.6M
2
Wells Fargo
Wells Fargo
California
-$46.8M
3
AIM
Astor Investment Management
Illinois
-$35M
4
ACM
AlphaStar Capital Management
North Carolina
-$15M
5
WEPOG
Wealth Enhancement & Preservation of GA
Georgia
-$14.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
51
Ackerman Capital Advisors
Texas
$43.4M -$2.02M -28,906 -5%
SCM
52
SCS Capital Management
Massachusetts
$43.4M +$3.74M +53,632 +10%
BCM
53
Brookstone Capital Management
Illinois
$42.6M -$6.73M -96,414 -14%
CFS
54
Cannon Financial Strategists
Georgia
$41.9M +$35.5K +508 +0.1%
FFS
55
Founders Financial Securities
Maryland
$41.7M +$528K +7,561 +1%
NA
56
NewEdge Advisors
Louisiana
$39.4M +$37.1M +532,130 +4,678%
MD
57
Money Design
Japan
$39.1M +$4.34M +62,189 +13%
CFG
58
Compton Financial Group
Maryland
$38.9M -$636K -9,107 -2%
ETS
59
ESL Trust Services
New York
$38.4M – – –
JMPWA
60
JP Morgan Private Wealth Advisors
California
$37.2M +$2.76M +39,583 +8%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$36M +$2.71M +38,863 +8%
FPIS
62
Financial Planning & Information Services
Wisconsin
$35.5M -$3.73M -53,464 -10%
AWM
63
Altium Wealth Management
New York
$35.4M -$136K -1,941 -0.4%
EWM
64
Executive Wealth Management
Michigan
$34.9M -$434K -6,218 -1%
FNT
65
First National Trust
Pennsylvania
$34.3M -$178K -2,543 -0.5%
RA
66
Rodgers & Associates
Pennsylvania
$33.2M -$1.24M -17,831 -4%
KA
67
Klingman & Associates
New York
$33.1M +$1.4K +20 +0%
5L
68
55I LLC
Massachusetts
$31.7M +$2.32M +33,190 +8%
RA
69
Riversedge Advisors
Delaware
$31.3M -$116K -1,658 -0.4%
NB
70
Nicolet Bankshares
Wisconsin
$30.9M +$2.98M +42,680 +11%
WCAMG
71
Woodard & Company Asset Management Group
North Carolina
$30.2M +$29.1M +417,283 New
TCM
72
Tradewinds Capital Management
Washington
$29.5M +$28.4M +406,610 +144,701%
RWM
73
Reston Wealth Management
Virginia
$29.5M -$857K -12,283 -3%
IWA
74
Inspirion Wealth Advisors
Illinois
$29.4M -$1.25M -17,973 -4%
IWM
75
IHT Wealth Management
Illinois
$29.2M +$582K +8,335 +2%
1 2
3
4 5

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.