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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
ARC
726
Advisor Resource Council
Texas
-$1.99M -27,460 Closed
SWM
727
SFG Wealth Management
Maryland
-$1.93M -26,577 Closed
EE
728
EWG Elevate
California
-$1.88M -25,967 Closed
Marshall Wace
729
Marshall Wace
United Kingdom
-$1.72M -23,703 Closed
AFWM
730
AMJ Financial Wealth Management
Virginia
-$1.17M -16,070 Closed
IFG
731
Investors Financial Group
Minnesota
-$1.16M -15,972 Closed
TCM
732
Triumph Capital Management
Colorado
-$57K -15,461 Closed
SC
733
Slow Capital
California
-$1.09M -15,096 Closed
ACM
734
Azimuth Capital Management
Michigan
-$1.08M -14,900 Closed
1CP
735
17 Capital Partners
Arizona
-$978K -13,500 Closed
CAM
736
Concorde Asset Management
Michigan
-$800K -11,045 Closed
VWM
737
Venturi Wealth Management
Texas
-$797K -11,000 Closed
TSS
738
Two Sigma Securities
New York
-$738K -10,189 Closed
SDAM
739
Shulman DeMeo Asset Management
New York
-$716K -9,879 Closed
TI
740
Trexquant Investment
Connecticut
-$665K -9,178 Closed
LSA
741
Lion Street Advisors
Texas
-$524K -7,234 Closed
AIA
742
Angeles Investment Advisors
California
-$503K -6,937 Closed
VFA
743
Voya Financial Advisors
Connecticut
-$461K -6,324 Closed
LWM
744
Liberty Wealth Management
California
-$417 -5,756 Closed
RWA
745
Redhawk Wealth Advisors
Minnesota
-$382K -5,273 Closed
LA
746
Latitude Advisors
Florida
-$290K -4,000 Closed
SWM
747
Silverlake Wealth Management
Vermont
-$281K -3,873 Closed
FLPIM
748
F.L. Putnam Investment Management
Massachusetts
-$271K -3,740 Closed
KFS
749
Kelly Financial Services
Massachusetts
-$271K -3,738 Closed
OPA
750
Old Port Advisors
Maine
-$255K -3,646 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.