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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$999M +$93.2M +1,335,410 +11%
Financial Engines Advisors
2
Financial Engines Advisors
California
$847M +$74.4M +1,065,971 +10%
Osaic Holdings
3
Osaic Holdings
Arizona
$676M +$80.2M +1,148,475 +14%
LPL Financial
4
LPL Financial
California
$676M +$88M +1,260,664 +16%
Ameriprise
5
Ameriprise
Minnesota
$354M +$7.1M +101,700 +2%
VA
6
Valmark Advisers
Ohio
$295M -$1.02M -14,642 -0.4%
CCMG
7
Clark Capital Management Group
Pennsylvania
$289M +$41.5M +594,332 +17%
Morgan Stanley
8
Morgan Stanley
New York
$274M +$10.5M +150,713 +4%
AF
9
Allworth Financial
California
$241M +$2.54M +36,448 +1%
HWM
10
HB Wealth Management
Georgia
$196M +$188M +2,698,561 New
Bank of America
11
Bank of America
North Carolina
$192M -$7.42M -106,278 -4%
EH
12
Equitable Holdings
New York
$182M +$6.15M +88,129 +4%
AA
13
Advisory Alpha
Michigan
$176M +$26.1M +374,431 +18%
HI
14
Horizon Investments
North Carolina
$167M +$4.27M +61,099 +3%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$166M -$260K -3,730 -0.2%
UBS Group
16
UBS Group
Switzerland
$161M +$2.43M +34,822 +2%
NAS
17
Nicolet Advisory Services
Wisconsin
$142M -$4.52M -64,703 -3%
RA
18
RFG Advisory
Alabama
$118M +$23.8M +340,819 +26%
WJA
19
Willis Johnson & Associates
Texas
$114M +$6.29M +90,119 +6%
AWM
20
AE Wealth Management
Kansas
$113M -$3.26M -46,722 -3%
OPS
21
Orion Portfolio Solutions
Nebraska
$107M +$18M +257,519 +21%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$100M +$5.44M +77,889 +6%
Wells Fargo
23
Wells Fargo
California
$99.5M -$46.8M -670,668 -33%
TC
24
TownSquare Capital
Utah
$98.1M +$9.8M +140,322 +12%
NP
25
NorthRock Partners
Minnesota
$93.6M +$670K +9,598 +0.7%

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.