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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
DC
726
Davenport & Co
Virginia
-$741K -11,581 Closed
BBPWM
727
Blue Bell Private Wealth Management
Pennsylvania
-$736K -11,503 Closed
CFAM
728
Center For Asset Management
Florida
-$693K -10,829 Closed
Simplex Trading
729
Simplex Trading
Illinois
-$401K -6,347 Closed
YIH
730
Y-Intercept (HK)
Hong Kong
-$330K -5,151 Closed
SAM
731
Strategy Asset Managers
California
-$284K -4,436 Closed
QC
732
QCM Cayman
Texas
-$264K -4,117 Closed
BSW
733
Buckingham Strategic Wealth
Missouri
-$218K -3,406 Closed
WP
734
WealthShield Partners
North Carolina
-$214K -3,343 Closed
AC
735
Abbrea Capital
California
-$210K -3,281 Closed
PA
736
Procyon Advisors
Connecticut
-$202K -3,155 Closed
BHWM
737
Bay Harbor Wealth Management
Maryland
-$116K -1,813 Closed
BC
738
Bartlett & Co
Ohio
-$82K -1,275 Closed
BCWM
739
Bartlett & Co Wealth Management
Ohio
-$81.6K -1,275 Closed
AC
740
AlphaCore Capital
California
-$73K -1,146 Closed
APC
741
Aspire Private Capital
North Carolina
-$61K -949 Closed
SFP
742
Sterling Financial Planning
New Jersey
-$43K -679 Closed
AWA
743
Arkadios Wealth Advisors
Georgia
-$37K -591 Closed
APWA
744
Atlas Private Wealth Advisors
New Jersey
-$15K -233 Closed
RCA
745
Ranch Capital Advisors
Florida
-$13K -205 Closed
AL
746
ADE LLC
Maryland
-$9K -148 Closed
PWM
747
Provident Wealth Management
Tennessee
-$8K -122 Closed
OSAM
748
O'Shaughnessy Asset Management
Connecticut
-$8K -119 Closed
GKWIM
749
Gerber Kawasaki Wealth & Investment Management
California
-$2K -34 Closed
MCM
750
MV Capital Management
Maryland
-$1K -11 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.