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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
FC
101
Financial Consulate
Maryland
$19.9M +$1.68K +24 +0%
GVAG
102
Great Valley Advisor Group
Delaware
$19.4M +$540K +7,735 +3%
AssetMark Inc
103
AssetMark Inc
California
$19.1M -$1.45M -20,825 -7%
GIA
104
Gladstone Institutional Advisory
Florida
$19M +$18.3M +262,493 New
WAM
105
WFA Asset Management
Wisconsin
$17.7M +$17.1M +244,778 New
CWA
106
Choice Wealth Advisors
Maine
$17.4M -$273K -3,904 -2%
CC
107
Courier Capital
New York
$17.4M +$96.4K +1,381 +0.6%
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$17.2M +$342K +4,904 +2%
HFS
109
Horizon Financial Services
North Carolina
$17.2M +$1.47M +21,043 +10%
TC
110
Trilogy Capital
California
$17M +$2.55M +36,490 +18%
DI
111
Diligent Investors
California
$16.9M +$2.8M +40,075 +21%
CIM
112
Confluence Investment Management
Missouri
$16.9M +$636K +9,116 +4%
IA
113
IFP Advisors
Florida
$16.7M +$1.23M +17,648 +8%
Creative Planning
114
Creative Planning
Kansas
$16.4M +$603K +8,642 +4%
OWA
115
Octavia Wealth Advisors
Ohio
$16.3M +$1.55M +22,248 +11%
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$16M -$773K -11,079 -5%
HA
117
Hofer & Associates
California
$16M +$15.4M +220,243 New
SW
118
Simplicity Wealth
New Jersey
$15.9M +$15.3M +218,769 New
KWM
119
Kingsview Wealth Management
Oregon
$15.8M +$1.86M +26,576 +14%
AIG
120
American International Group
New York
$15.3M -$9.34M -133,800 -39%
IHWM
121
Iron Horse Wealth Management
Iowa
$15.2M +$1.06M +15,146 +8%
TFA
122
TPG Financial Advisors
Oregon
$15.2M +$3.37M +48,248 +30%
FWM
123
Foresight Wealth Management
Utah
$15.1M -$392K -5,610 -3%
MML Investors Services
124
MML Investors Services
Massachusetts
$14.5M +$661K +9,467 +5%
NL
125
Navalign LLC
California
$14.4M -$226K -3,239 -2%

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.