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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
SW
151
Simplicity Wealth
New Jersey
$8.93M -$5.46M -83,889 -38%
PWPS
152
Pinnacle Wealth Planning Services
Ohio
$8.92M -$150K -2,299 -2%
GM
153
GeoWealth Management
Illinois
$8.35M -$3.65M -56,034 -31%
PPWM
154
PFG Private Wealth Management
Florida
$8.31M -$10.1M -155,286 -55%
TW
155
Transform Wealth
Colorado
$7.82M -$781K -12,002 -9%
VC
156
Vicus Capital
Pennsylvania
$7.66M +$369K +5,675 +5%
GG
157
GenWealth Group
New Jersey
$7.61M +$635K +9,758 +9%
SFG
158
StrategIQ Financial Group
Indiana
$7.57M +$196K +3,006 +3%
CSPAM
159
Cary Street Partners Asset Management
Virginia
$7.49M +$254K +3,902 +4%
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$7.46M +$544K +8,359 +8%
PFS
161
Prospera Financial Services
Texas
$7.41M +$6.36M +97,731 +687%
WFPG
162
Waller Financial Planning Group
Ohio
$7.41M +$157K +2,409 +2%
FCMT
163
Founders Capital Management (Texas)
Texas
$7.38M
FIM
164
Freedom Investment Management
Connecticut
$7.34M -$719K -11,049 -9%
CWP
165
Concord Wealth Partners
Virginia
$7.27M +$3.8M +58,384 +114%
TFA
166
Tobias Financial Advisors
Florida
$7.22M +$7.09M +109,002 New
LTL
167
Lowery Thomas LLC
California
$7.2M -$334K -5,128 -5%
ACA
168
Affinity Capital Advisors
California
$7.09M -$1.66M -25,566 -19%
FC
169
Financial Council
Maryland
$7M +$541K +8,309 +9%
GWM
170
Geneos Wealth Management
Colorado
$6.75M +$402K +6,185 +6%
HG
171
Harbor Group
New Hampshire
$6.57M +$152K +2,341 +2%
OC
172
Oarsman Capital
Wisconsin
$6.56M +$384K +5,908 +6%
CWM
173
Cordatus Wealth Management
Pennsylvania
$6.51M +$6.4M +98,318 New
RZH
174
Relyea Zuckerberg Hanson
Connecticut
$6.45M -$40.8K -627 -0.6%
GP
175
Girard Partners
Pennsylvania
$6.43M -$609K -9,355 -9%

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.