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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
Financial Engines Advisors
1
Financial Engines Advisors
California
$853M +$77.8M +1,194,992 +10%
LPL Financial
2
LPL Financial
California
$679M +$60.6M +931,566 +10%
Ameriprise
3
Ameriprise
Minnesota
$365M +$40.7M +626,146 +13%
VA
4
Valmark Advisers
Ohio
$278M +$8.53M +131,096 +3%
Morgan Stanley
5
Morgan Stanley
New York
$273M +$21.5M +330,024 +9%
AF
6
Allworth Financial
California
$245M +$24.6M +377,710 +11%
Osaic Holdings
7
Osaic Holdings
Arizona
$205M -$389M -5,972,631 -64%
HWM
8
HB Wealth Management
Georgia
$200M +$20.6M +316,023 +12%
Bank of America
9
Bank of America
North Carolina
$186M +$10.2M +156,529 +6%
EH
10
Equitable Holdings
New York
$178M +$11.4M +174,899 +7%
UBS Group
11
UBS Group
Switzerland
$165M +$17.3M +265,711 +12%
AA
12
Advisory Alpha
Michigan
$165M +$4.24M +65,084 +3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$162M +$10.1M +155,808 +7%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$155M -$745M -11,441,002 -83%
HI
15
Horizon Investments
North Carolina
$150M -$2.39M -36,799 -2%
NAS
16
Nicolet Advisory Services
Wisconsin
$132M +$5.68M +87,343 +4%
RA
17
RFG Advisory
Alabama
$121M +$12.4M +191,052 +12%
AWM
18
AE Wealth Management
Kansas
$110M +$7.2M +110,712 +7%
WJA
19
Willis Johnson & Associates
Texas
$107M +$2.78M +42,713 +3%
Wells Fargo
20
Wells Fargo
California
$94.5M +$3.5M +53,788 +4%
ACM
21
AlphaStar Capital Management
North Carolina
$89.2M +$34.3M +527,748 +64%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$87.6M -$3.72M -57,189 -4%
TC
23
TownSquare Capital
Utah
$86M -$3.58M -55,088 -4%
CDIA
24
Capital Directions Investment Advisors
Georgia
$83M -$630K -9,679 -0.8%
FWM
25
Focused Wealth Management
New York
$82.5M +$1.69M +26,029 +2%

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.