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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
AWA
201
Alta Wealth Advisors
Massachusetts
$5.46M +$984K +15,125 +22%
MPW
202
Melone Private Wealth
Michigan
$5.23M +$221K +3,393 +4%
PC
203
Pecaut & Co
Iowa
$5.21M +$561K +8,628 +12%
TWM
204
Triton Wealth Management
Arizona
$5.14M
BC
205
Burney Company
Virginia
$5.14M +$568K +8,727 +13%
LWAC
206
Laurel Wealth Advisors (California)
California
$5.1M +$717K +11,023 +17%
CSPIA
207
Cary Street Partners Investment Advisory
Virginia
$5.08M +$665K +10,215 +15%
CAMV
208
Concord Asset Management (Virginia)
Virginia
$4.96M +$2.65M +40,708 +119%
PWA
209
Providence Wealth Advisors
Illinois
$4.96M +$102K +1,568 +2%
SCA
210
Snowden Capital Advisors
New York
$4.92M +$1.12M +17,260 +30%
WFA
211
Wells Financial Advisors
Massachusetts
$4.88M +$166K +2,554 +4%
SWM
212
Spire Wealth Management
Virginia
$4.88M -$1.18M -18,200 -20%
IRC
213
Investors Research Corp
Georgia
$4.69M +$1.31M +20,166 +40%
NC
214
NewSquare Capital
Pennsylvania
$4.68M +$368K +5,654 +9%
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$4.65M +$273K +4,200 +6%
GSEP
216
Golden State Equity Partners
California
$4.58M +$2.03M +31,221 +82%
BB
217
Berkshire Bank
Massachusetts
$4.53M -$2.18M -33,511 -33%
CFG
218
Cooper Financial Group
California
$4.53M +$150K +2,305 +3%
Mercer Global Advisors
219
Mercer Global Advisors
Colorado
$4.5M +$3.26M +50,062 +280%
BMD
220
Better Money Decisions
New Mexico
$4.47M -$8.29M -127,357 -65%
AO
221
Advisor OS
Illinois
$4.46M -$309K -4,756 -7%
OAM
222
Oppenheimer Asset Management
New York
$4.46M +$2.97M +45,708 +211%
MWM
223
Meridian Wealth Management
Kentucky
$4.45M +$393K +6,037 +10%
FF
224
Financial Futures
New Jersey
$4.42M -$2.55M -39,149 -37%
PPFA
225
Provida Pension Fund Administrator
Chile
$4.22M -$19.8M -303,660 -83%

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.