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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
IWA
76
Inspirion Wealth Advisors
Illinois
$27.1M +$252K +3,878 +1%
RA
77
Riversedge Advisors
Delaware
$27.1M -$1.51M -23,140 -5%
FHC
78
First Heartland Consultants
Missouri
$26.9M -$1.66M -25,576 -6%
RWM
79
Reston Wealth Management
Virginia
$26.8M -$85.9K -1,320 -0.3%
AIA
80
Alera Investment Advisors
Illinois
$25.6M -$212K -3,263 -0.8%
SFM
81
Signet Financial Management
New Jersey
$25.5M +$1.7M +26,117 +7%
CAN
82
Cetera Advisor Networks
California
$25.2M +$4.89M +75,167 +25%
SF
83
Symphony Financial
Texas
$24.7M +$2.67M +41,080 +12%
IWM
84
IHT Wealth Management
Illinois
$24.5M -$2.14M -32,907 -8%
EDRIA
85
Edmonds Duncan Registered Investment Advisors
Kansas
$24.4M +$432K +6,638 +2%
AIG
86
American International Group
New York
$24.1M +$9.91M +152,300 +72%
IFPL
87
Investments & Financial Planning LLC
Kentucky
$23.8M +$756K +11,621 +3%
PSUF
88
People's United Financial
Connecticut
$22.4M -$3.57M -54,868 -14%
WH
89
Whitcomb & Hess
Ohio
$21.5M +$844K +12,976 +4%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$21.3M -$437K -6,722 -2%
DWM
91
Doyle Wealth Management
Florida
$21.3M +$2.76M +42,388 +15%
GVAG
92
Great Valley Advisor Group
Delaware
$20.8M +$2.61M +40,092 +15%
PIM
93
Parker Investment Management
California
$20.8M +$20.4M +313,539 New
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$20.5M +$118K +1,817 +0.6%
OCM
95
One Capital Management
California
$19.9M -$567K -8,706 -3%
BTWM
96
Baker Tilly Wealth Management
Wisconsin
$19.6M -$3.22M -49,456 -14%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$19M -$7.51M -115,400 -29%
FC
98
Financial Consulate
Maryland
$18.9M +$666K +10,235 +4%
GWAG
99
Garrett Wealth Advisory Group
Texas
$18.9M +$6.03M +92,608 +48%
JFA
100
JNBA Financial Advisors
Minnesota
$18.1M -$2.71M -41,709 -13%

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.