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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
Goldman Sachs
51
Goldman Sachs
New York
$41M -$176K -2,700 -0.4%
CFS
52
Cannon Financial Strategists
Georgia
$41M +$2.64M +40,640 +7%
MD
53
Money Design
Japan
$39.3M +$3.67M +56,347 +10%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$39M -$3.02M -46,368 -7%
CCWA
55
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$37.8M +$4.8M +73,750 +15%
FNT
56
First National Trust
Pennsylvania
$37.5M +$6.05M +92,904 +20%
NA
57
NewEdge Advisors
Louisiana
$37.5M +$1.46M +22,427 +4%
KA
58
Klingman & Associates
New York
$37M +$6.58M +101,142 +22%
JMPWA
59
JP Morgan Private Wealth Advisors
California
$35.9M +$1.87M +28,705 +6%
FFS
60
Founders Financial Securities
Maryland
$35.2M -$2.78M -42,761 -7%
ETS
61
ESL Trust Services
New York
$35.2M +$123K +1,883 +0.4%
FPIS
62
Financial Planning & Information Services
Wisconsin
$34.5M +$2.05M +31,573 +6%
AWM
63
Altium Wealth Management
New York
$33.4M +$1.11M +16,984 +3%
CFG
64
Compton Financial Group
Maryland
$33.4M -$2.11M -32,463 -6%
FFG
65
Ford Financial Group
California
$32.1M +$2.66M +40,874 +9%
5L
66
55I LLC
Massachusetts
$31.4M +$2.38M +36,625 +8%
SCM
67
SCS Capital Management
Massachusetts
$31.3M -$8.14M -125,092 -21%
RA
68
Rodgers & Associates
Pennsylvania
$31.3M +$964K +14,816 +3%
AAS
69
Ameritas Advisory Services
Nebraska
$30.2M +$7.44M +114,339 +33%
TF
70
TIAA FSB
Florida
$30.1M +$22.7M +348,930 +327%
WCAMG
71
Woodard & Company Asset Management Group
North Carolina
$29.5M +$1.81M +27,763 +7%
NB
72
Nicolet Bankshares
Wisconsin
$29.1M +$845K +12,992 +3%
T
73
TrueFG
Texas
$27.6M +$890K +13,673 +3%
EWM
74
Executive Wealth Management
Michigan
$27.2M -$4.53M -69,595 -14%
OHIS
75
Oak Harvest Investment Services
Texas
$27.1M +$1.65M +25,366 +7%

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.