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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
CWA
151
Centennial Wealth Advisory
Michigan
$11.1M -$5.3M -75,965 -33%
SCM
152
Southport Capital Management
Tennessee
$10.9M -$1.5M -21,428 -12%
Truist Financial
153
Truist Financial
North Carolina
$10.6M -$651K -9,321 -6%
CWM
154
CCG Wealth Management
California
$10.5M +$2.26M +32,347 +29%
SWM
155
SigFig Wealth Management
California
$10.4M +$4.63M +66,338 +66%
US Bancorp
156
US Bancorp
Minnesota
$10.4M +$63.7K +913 +0.6%
LWMG
157
Levy Wealth Management Group
Pennsylvania
$10.1M +$93.5K +1,340 +1%
PWPS
158
Pinnacle Wealth Planning Services
Ohio
$9.93M -$1.17M -16,817 -11%
ACA
159
Affinity Capital Advisors
California
$9.62M -$803K -11,503 -8%
VRM
160
Vectors Research Management
New York
$9.48M -$5.28M -75,599 -37%
TW
161
Transform Wealth
Colorado
$9.43M -$415K -5,938 -4%
NWM
162
NEIRG Wealth Management
Massachusetts
$9.43M +$9.08M +130,055 New
Cetera Investment Advisers
163
Cetera Investment Advisers
Illinois
$9.04M -$36K -516 -0.4%
CWM
164
CarsonAllaria Wealth Management
Illinois
$8.91M +$8.59M +122,996 New
FIM
165
Freedom Investment Management
Connecticut
$8.84M +$917K +13,135 +12%
HC
166
HNP Capital
New York
$8.64M -$4.45M -63,715 -35%
LTL
167
Lowery Thomas LLC
California
$8.25M +$7.95M +113,845 New
BWFA
168
Baltimore-Washington Financial Advisors
Maryland
$8.24M +$743K +10,647 +10%
SFG
169
StrategIQ Financial Group
Indiana
$8.07M +$347K +4,968 +5%
WFPG
170
Waller Financial Planning Group
Ohio
$7.93M -$489K -7,004 -6%
CWM
171
Cornerstone Wealth Management
Missouri
$7.92M +$841K +12,040 +12%
CSPAM
172
Cary Street Partners Asset Management
Virginia
$7.92M -$43.8K -627 -0.6%
TF
173
TIAA FSB
Florida
$7.73M +$3.63M +52,045 +95%
GP
174
Girard Partners
Pennsylvania
$7.71M -$143K -2,047 -2%
FF
175
Financial Futures
New Jersey
$7.67M +$7.39M +105,904 New

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.