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State Street SPDR Portfolio S&P 500 Growth ETF

603 hedge funds and large institutions have $9.39B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 284 increasing their positions, 179 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 21

73% more call options, than puts

Call options by funds: $8.99M | Put options by funds: $5.21M

59% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 179

10% more capital invested

Capital invested by funds: $8.57B → $9.39B (+$820M)

5% more funds holding

Funds holding: 576603 (+27)

3% more funds holding in top 10

Funds holding in top 10: 9093 (+3)

6.21% less ownership

Funds ownership: 73.64%67.43% (-6.2%)

Holders
603
Holders Change
+27
Holders Change %
+4.69%
% of All Funds
10.56%
Holding in Top 10
93
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.33%
% of All Funds
1.63%
New
58
Increased
284
Reduced
179
Closed
21
Calls
$8.99M
Puts
$5.21M
Net Calls
+$3.78M
Net Calls Change
-$4.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
251
Marietta Wealth Management
Georgia
$2.15M
PC
252
Pecaut & Co
Iowa
$2.13M +$1.38M +20,878 +169%
William Blair & Company
253
William Blair & Company
Illinois
$2.09M -$265K -4,010 -11%
Renaissance Technologies
254
Renaissance Technologies
New York
$2.05M +$2.11M +32,000 New
AAS
255
Avantax Advisory Services
Texas
$2.05M -$66.6K -1,009 -3%
LF
256
Lantz Financial
Illinois
$2.02M -$473K -7,160 -19%
KFI
257
Key Financial Inc
Pennsylvania
$2M +$210K +3,175 +11%
SPIA
258
Steward Partners Investment Advisory
New York
$2M +$391K +5,928 +23%
CAL
259
Capital Analysts LLC
Pennsylvania
$2M +$269K +4,080 +15%
MSS
260
Mitchell Sinkler & Starr
Pennsylvania
$2M +$39.6K +600 +2%
RCAG
261
Rehmann Capital Advisory Group
Michigan
$1.99M +$1.25K +19 +0.1%
Bank of Montreal
262
Bank of Montreal
Ontario, Canada
$1.97M +$1.82M +27,583 +1,001%
AWA
263
Alta Wealth Advisors
Massachusetts
$1.97M +$333K +5,037 +20%
YIA
264
YHB Investment Advisors
Connecticut
$1.95M +$113K +1,708 +6%
WAS
265
Wealth Advisory Solutions
Indiana
$1.94M +$1.58K +24 +0.1%
WA
266
Wambolt & Associates
Colorado
$1.93M +$510K +7,722 +35%
Cerity Partners
267
Cerity Partners
New York
$1.91M -$73.8K -1,118 -4%
CAG
268
Csenge Advisory Group
Florida
$1.89M -$140K -2,117 -7%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
$1.88M +$1.94M +29,393 New
HF
270
HRT Financial
New York
$1.87M +$1.93M +29,273 New
RMAM
271
Raab & Moskowitz Asset Management
New Jersey
$1.86M -$23.3K -353 -1%
CAGAS
272
Capital Advisory Group Advisory Services
Minnesota
$1.86M -$57.8K -875 -3%
CFP
273
Curran Financial Partners
South Carolina
$1.84M -$435K -6,594 -19%
NWS
274
Newport Wealth Strategies
California
$1.8M
Franklin Resources
275
Franklin Resources
California
$1.77M -$198K -3,000 -10%

SPYG Hedge Fund Activity: Q3 2021 in Review

603 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2021, worth a combined $9.39B — up 9.6% from $8.57B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 21 closed out — a net gain of 37 holders — while 284 added to existing stakes and 179 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $165M. The largest seller was Brookstone Capital Management, cutting an estimated $95.3M.

  • 603 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2021, up from 576 in Q2 2021.
  • Funds reported $9.39B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2021, up 9.6% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2021 and 21 closed out, a net change of +37 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2021 was Osaic Holdings, an estimated $165M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2021 was Brookstone Capital Management, an estimated $95.3M sold.

Based on aggregated 13F filings for Q3 2021.