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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
T
76
TrueFG
Texas
$29.2M -$121K -1,738 -0.4%
BFEC
77
Benjamin F. Edwards & Company
Missouri
$29.2M +$524K +7,506 +2%
PSUF
78
People's United Financial
Connecticut
$28.5M -$5.11M -73,216 -16%
AIA
79
Alera Investment Advisors
Illinois
$28.3M +$324K +4,648 +1%
GL
80
Graypoint LLC
New York
$27.9M -$10.1M -145,329 -27%
OHIS
81
Oak Harvest Investment Services
Texas
$27.9M +$2.84M +40,726 +12%
KAS
82
Kestra Advisory Services
Texas
$26.2M +$462K +6,620 +2%
SFM
83
Signet Financial Management
New Jersey
$26M +$32.3K +462 +0.1%
SF
84
Symphony Financial
Texas
$25.4M +$5.29M +75,834 +28%
BTWM
85
Baker Tilly Wealth Management
Wisconsin
$25M +$6.17M +88,394 +34%
AAS
86
Ameritas Advisory Services
Nebraska
$24.8M +$23.9M +342,527 New
PPFA
87
Provida Pension Fund Administrator
Chile
$24.2M +$4.38M +62,760 +21%
EDRIA
88
Edmonds Duncan Registered Investment Advisors
Kansas
$24.1M +$350K +5,011 +1%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$23.8M +$23M +328,976 New
IFPL
90
Investments & Financial Planning LLC
Kentucky
$22.9M +$24.3M +347,687 New
JFA
91
JNBA Financial Advisors
Minnesota
$22.8M +$313K +4,486 +1%
OCM
92
One Capital Management
California
$22.5M +$3.02M +43,259 +16%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$22.3M -$1.58M -22,670 -7%
CAN
94
Cetera Advisor Networks
California
$22.2M +$10.6M +151,579 +98%
MIAN
95
Mariner Independent Advisor Network
Kansas
$21.8M +$4.24M +60,806 +26%
AIA
96
Acute Investment Advisory
Arizona
$21.8M +$21M +300,905 New
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$21.7M +$89.5K +1,282 +4%
WH
98
Whitcomb & Hess
Ohio
$20.5M +$1.51M +21,650 +7%
PPWM
99
PFG Private Wealth Management
Florida
$20.4M +$14.3M +205,495 +273%
DWM
100
Doyle Wealth Management
Florida
$20.2M +$2.52M +36,161 +15%

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.