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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
LFG
201
Larson Financial Group
Missouri
$6.13M +$5.01M +71,803 +560%
Baird Financial Group
202
Baird Financial Group
Wisconsin
$6.11M -$51K -731 -0.9%
MPW
203
Melone Private Wealth
Michigan
$6.01M +$5.79M +82,997 New
WWM
204
Western Wealth Management
Colorado
$5.99M +$5.78M +82,755 New
PFG
205
PAX Financial Group
Texas
$5.96M -$26.2K -375 -0.5%
WA
206
Win Advisors
Florida
$5.75M +$5.54M +79,378 New
AI
207
Atria Investments
North Carolina
$5.48M -$3.16M -45,294 -37%
AO
208
Advisor OS
Illinois
$5.23M +$21.7K +311 +0.4%
DWM
209
Darwin Wealth Management
Florida
$5.19M +$1.77M +25,351 +47%
SAM
210
Securian Asset Management
Minnesota
$5.18M +$768K +11,000 +18%
WFA
211
Wells Financial Advisors
Massachusetts
$5.16M -$1.49M -21,381 -23%
TWM
212
Triton Wealth Management
Arizona
$5.14M -$103K -1,478 -2%
CFG
213
Citizens Financial Group
Rhode Island
$5.12M -$46.9K -672 -0.9%
PC
214
Pecaut & Co
Iowa
$5.07M +$2.57M +36,757 +111%
AWM
215
Aprio Wealth Management
Georgia
$5.03M +$1.32M +18,872 +37%
CA
216
Continuum Advisory
Idaho
$5M +$372K +5,330 +8%
CI
217
Cavalier Investments
Georgia
$4.99M -$1.92M -27,509 -29%
BC
218
Burney Company
Virginia
$4.99M -$193K -2,767 -4%
PWA
219
Providence Wealth Advisors
Illinois
$4.98M +$391K +5,599 +8%
BHWA
220
Beacon Harbor Wealth Advisors
Virginia
$4.96M +$4.78M +68,416 New
AWA
221
Alta Wealth Advisors
Massachusetts
$4.89M +$2.56M +36,688 +119%
CSPIA
222
Cary Street Partners Investment Advisory
Virginia
$4.82M +$531K +7,608 +13%
CWM
223
Collaborative Wealth Management
Florida
$4.81M +$4.64M +66,422 New
HI
224
Harbour Investments
Wisconsin
$4.81M -$843K -12,082 -15%
PG
225
Prostatis Group
Maryland
$4.8M +$1.28M +18,378 +38%

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.