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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
HFS
101
Horizon Financial Services
North Carolina
$17M +$1.32M +20,327 +9%
DI
102
Diligent Investors
California
$16.5M +$969K +14,897 +6%
GIA
103
Gladstone Institutional Advisory
Florida
$16.4M -$958K -14,728 -6%
CWA
104
Choice Wealth Advisors
Maine
$16M +$439K +6,742 +3%
LFPWM
105
Leicht Financial Planning & Wealth Management
New Jersey
$15.9M +$146K +2,243 +0.9%
OWA
106
Octavia Wealth Advisors
Ohio
$15.8M +$862K +13,247 +6%
MIAN
107
Mariner Independent Advisor Network
Kansas
$15.7M -$3.98M -61,100 -20%
BWM
108
Boyd Wealth Management
California
$15.7M +$3.71M +56,958 +32%
Creative Planning
109
Creative Planning
Kansas
$15.4M +$421K +6,462 +3%
WAM
110
WFA Asset Management
Wisconsin
$15.3M -$851K -13,082 -5%
FHA
111
Flagship Harbor Advisors
Massachusetts
$15M +$8.46M +130,050 +135%
IHWM
112
Iron Horse Wealth Management
Iowa
$14.8M +$920K +14,139 +7%
MML Investors Services
113
MML Investors Services
Massachusetts
$14.3M +$1.05M +16,112 +8%
TFA
114
TPG Financial Advisors
Oregon
$14.3M +$416K +6,396 +3%
HA
115
Hofer & Associates
California
$14M -$580K -8,907 -4%
KWM
116
Kingsview Wealth Management
Oregon
$14M -$462K -7,092 -3%
FWM
117
Foresight Wealth Management
Utah
$13.7M -$98.9K -1,520 -0.7%
WA
118
Win Advisors
Florida
$13.2M +$7.85M +120,633 +152%
IA
119
IFP Advisors
Florida
$13.2M +$9.16M +140,702 +61%
TCMP
120
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.2M +$723K +11,103 +6%
VCP
121
Verus Capital Partners
Arizona
$13M +$14.8M +226,707 New
WMR
122
Wealth Management Resources
Rhode Island
$13M +$363K +5,582 +3%
EFL
123
ERn Financial LLC
Wisconsin
$12.9M +$591K +9,089 +5%
LWMG
124
Levy Wealth Management Group
Pennsylvania
$12.9M +$3.61M +55,503 +40%
CC
125
Courier Capital
New York
$12.7M -$3.15M -48,341 -20%

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.