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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
WWM
126
Western Wealth Management
Colorado
$12.6M +$7.04M +108,133 +131%
AWS
127
Atria Wealth Solutions
New York
$12.5M +$12.3M +188,254 New
CF
128
Convergence Financial
Missouri
$12.3M +$842K +12,932 +7%
MFG
129
Merit Financial Group
Georgia
$11.7M +$1.47M +22,570 +15%
RF
130
Rollins Financial
Georgia
$11.5M +$260K +4,001 +2%
KAS
131
Kestra Advisory Services
Texas
$11.3M -$12.4M -191,153 -53%
NL
132
Navalign LLC
California
$11.2M -$412K -6,336 -3%
OPWM
133
Oxinas Partners Wealth Management
Indiana
$11.1M +$7.12M +109,438 +190%
CWM
134
CCG Wealth Management
California
$10.9M +$1.24M +19,032 +13%
State Street
135
State Street
Massachusetts
$10.8M +$334K +5,136 +3%
CIM
136
Confluence Investment Management
Missouri
$10.7M -$4.65M -71,401 -31%
SA
137
Sunesis Advisors
Kansas
$10.6M +$10.4M +160,340 New
Truist Financial
138
Truist Financial
North Carolina
$10.6M +$880K +13,516 +9%
DWM
139
Darwin Wealth Management
Florida
$10.5M +$5.13M +78,866 +100%
AIP
140
Almanack Investment Partners
Pennsylvania
$10.3M +$10.1M +155,403 New
UCFA
141
United Capital Financial Advisors
Texas
$10.2M -$379K -5,819 -4%
CIC
142
Carnegie Investment Counsel
Ohio
$10.2M -$210K -3,221 -2%
Susquehanna International Group
143
Susquehanna International Group
Pennsylvania
$9.97M +$8.67M +133,239 +765%
WI
144
WrapManager Inc
California
$9.75M -$717K -11,025 -7%
MPM
145
Meritage Portfolio Management
Kansas
$9.68M -$1.36M -20,845 -12%
WAOI
146
Wealth Advisors of Iowa
Iowa
$9.59M +$9.42M +144,807 New
DSN
147
D. Scott Neal
Kentucky
$9.59M -$1.37M -21,011 -13%
NWM
148
NEIRG Wealth Management
Massachusetts
$9.52M +$889K +13,657 +11%
SWP
149
Stratos Wealth Partners
Ohio
$9.31M -$1.13M -17,291 -11%
CWM
150
CarsonAllaria Wealth Management
Illinois
$9.26M +$1.1M +16,857 +14%

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.