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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
TC
176
TAGStone Capital
North Carolina
$6.41M +$2.86K +44 +0%
GRP
177
Global Retirement Partners
California
$6.4M +$7.79M +119,762 New
CA
178
CGN Advisors
Kansas
$6.4M -$16.1K -248 -0.3%
QC
179
Quent Capital
New York
$6.38M +$2.13M +32,756 +51%
MSAM
180
Moloney Securities Asset Management
Missouri
$6.38M -$268K -4,113 -4%
IGWM
181
ICA Group Wealth Management
Colorado
$6.35M +$7.25M +111,425 New
SAM
182
Securian Asset Management
Minnesota
$6.31M +$1.55M +23,800 +33%
FZCM
183
Flynn Zito Capital Management
New York
$6.25M +$267K +4,109 +5%
CWA
184
Clarus Wealth Advisors
Arizona
$6.24M -$4.91M -75,376 -43%
FAIM
185
Financial Advocates Investment Management
Washington
$6.22M +$2.27M +34,823 +59%
CCFM
186
Clear Creek Financial Management
Washington
$6.14M -$5.71M -87,679 -49%
KFGK
187
Keystone Financial Group (Kentucky)
Kentucky
$6.12M +$109K +1,670 +2%
IWN
188
Independent Wealth Network
Iowa
$6.09M -$165K -2,533 -3%
OAM
189
Occidental Asset Management
California
$6.08M -$259K -3,983 -4%
BPA
190
Beacon Pointe Advisors
California
$6.07M +$4.51M +69,367 +310%
GIA
191
GHP Investment Advisors
Colorado
$6.01M +$5.91M +90,813 New
TCA
192
Transcend Capital Advisors
New Jersey
$5.98M +$178K +2,728 +3%
MWA
193
Motive Wealth Advisors
Michigan
$5.94M -$105K -1,618 -2%
PA
194
Probity Advisors
Texas
$5.86M -$16.2K -249 -0.3%
PFG
195
PAX Financial Group
Texas
$5.72M +$266K +4,086 +5%
Baird Financial Group
196
Baird Financial Group
Wisconsin
$5.67M +$83.8K +1,288 +2%
Mariner
197
Mariner
Kansas
$5.66M +$1.69M +25,918 +44%
CFG
198
Citizens Financial Group
Rhode Island
$5.66M +$964K +14,810 +21%
PWP
199
Personal Wealth Partners
Minnesota
$5.55M +$1.88M +28,942 +53%
CWM
200
Cornerstone Wealth Management
Missouri
$5.52M -$1.7M -26,080 -24%

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.