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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
GG
176
GenWealth Group
New Jersey
$7.62M -$6.35K -91 -0.1%
PFGIA
177
Patriot Financial Group Insurance Agency
Massachusetts
$7.56M +$684K +9,803 +10%
VC
178
Vicus Capital
Pennsylvania
$7.46M -$1.38M -19,801 -15%
BB
179
Berkshire Bank
Massachusetts
$7.39M -$147K -2,112 -2%
FCMT
180
Founders Capital Management (Texas)
Texas
$7.38M +$5.51K +79 +0.1%
MSAM
181
Moloney Securities Asset Management
Missouri
$7.28M -$94.9K -1,359 -1%
FC
182
Financial Council
Maryland
$7.06M +$1.22M +17,523 +22%
HG
183
Harbor Group
New Hampshire
$7.02M +$379K +5,425 +6%
CA
184
CGN Advisors
Kansas
$7.02M +$2.34M +33,450 +53%
TC
185
TAGStone Capital
North Carolina
$7.01M +$6.75M +96,745 New
FHA
186
Flagship Harbor Advisors
Massachusetts
$6.99M -$1.44M -20,601 -18%
GWM
187
Geneos Wealth Management
Colorado
$6.95M +$499K +7,141 +8%
OAM
188
Occidental Asset Management
California
$6.94M -$190K -2,719 -3%
IWN
189
Independent Wealth Network
Iowa
$6.85M -$1.24M -17,771 -16%
OC
190
Oarsman Capital
Wisconsin
$6.75M +$19.8K +284 +0.3%
SWM
191
Spire Wealth Management
Virginia
$6.68M +$24.4K +349 +0.4%
VBFP
192
Valtinson Bruner Financial Planning
Minnesota
$6.63M -$240K -3,434 -4%
MWA
193
Motive Wealth Advisors
Michigan
$6.61M +$11.7K +167 +0.2%
QIM
194
Quest Investment Management
Oregon
$6.61M +$167K +2,394 +3%
KFGK
195
Keystone Financial Group (Kentucky)
Kentucky
$6.58M +$33.7K +483 +0.5%
FZCM
196
Flynn Zito Capital Management
New York
$6.55M +$6.3M +90,307 New
MCC
197
Money Concepts Capital
Florida
$6.55M +$6.31M +90,370 New
RZH
198
Relyea Zuckerberg Hanson
Connecticut
$6.53M
PA
199
Probity Advisors
Texas
$6.43M -$51.5K -737 -0.8%
TCA
200
Transcend Capital Advisors
New Jersey
$6.34M +$140 +2 +0%

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.