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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
BMD
126
Better Money Decisions
New Mexico
$14.1M +$1.05M +15,054 +8%
GWAG
127
Garrett Wealth Advisory Group
Texas
$13.9M +$9.53M +136,468 +244%
WMR
128
Wealth Management Resources
Rhode Island
$13.8M +$13.3M +190,446 New
TCMP
129
Thrive Capital Management (Pennsylvania)
Pennsylvania
$13.6M +$4.58M +65,559 +54%
EFL
130
ERn Financial LLC
Wisconsin
$13.5M -$29.4K -421 -0.2%
BFA
131
BMS Financial Advisors
South Dakota
$13.2M +$12.7M +182,456 New
GM
132
GeoWealth Management
Illinois
$13.2M +$5.53M +79,180 +77%
CCFM
133
Clear Creek Financial Management
Washington
$13.1M +$5.1M +73,029 +68%
BWM
134
Boyd Wealth Management
California
$13M +$12.5M +179,632 New
USCWA
135
U.S. Capital Wealth Advisors
Texas
$12.9M -$43K -616 -0.3%
APA
136
American Portfolios Advisors
New York
$12.7M +$2.51M +36,009 +26%
CF
137
Convergence Financial
Missouri
$12.5M +$12.1M +173,122 New
EF
138
Empowered Funds
Pennsylvania
$12.4M +$12M +171,333 New
RF
139
Rollins Financial
Georgia
$12.3M +$11.8M +169,699 New
CWA
140
Clarus Wealth Advisors
Arizona
$12.3M -$4.96M -71,071 -29%
MPM
141
Meritage Portfolio Management
Kansas
$12.1M +$1.33M +19,031 +13%
DSN
142
D. Scott Neal
Kentucky
$12M +$11.6M +165,790 New
RM
143
Resource Management
Louisiana
$11.9M +$655K +9,380 +6%
UCFA
144
United Capital Financial Advisors
Texas
$11.6M -$460K -6,584 -4%
WI
145
WrapManager Inc
California
$11.5M -$310K -4,434 -3%
State Street
146
State Street
Massachusetts
$11.5M -$834K -11,943 -7%
SWP
147
Stratos Wealth Partners
Ohio
$11.4M +$1.94M +27,848 +21%
CIC
148
Carnegie Investment Counsel
Ohio
$11.4M -$85K -1,217 -0.8%
BRWA
149
B. Riley Wealth Advisors
Florida
$11.2M +$2.51M +35,959 +30%
MFG
150
Merit Financial Group
Georgia
$11.2M +$150K +2,150 +1%

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.