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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
GRP
276
Global Retirement Partners
California
$1.76M +$185K +2,807 +11%
ECA
277
Elevated Capital Advisors
Utah
$1.75M +$1.8M +27,250 New
VCM
278
Virtue Capital Management
Tennessee
$1.72M +$387K +5,867 +28%
TCWM
279
Total Clarity Wealth Management
Illinois
$1.72M +$25.1K +380 +1%
RC
280
RegentAtlantic Capital
New Jersey
$1.68M -$13.4K -203 -0.8%
LA
281
LexAurum Advisors
Kansas
$1.68M -$195K -2,952 -10%
MFW
282
Mosaic Family Wealth
Missouri
$1.66M
HAS
283
HBW Advisory Services
California
$1.6M
HA
284
Harborview Advisors
Maine
$1.59M -$56.7K -859 -3%
BAM
285
Belpointe Asset Management
Nevada
$1.54M +$85.5K +1,295 +6%
LNC
286
Lincoln National Corp
Pennsylvania
$1.53M -$20.9K -316 -1%
FIM
287
Fernwood Investment Management
Massachusetts
$1.51M +$86.5K +1,310 +6%
Northwestern Mutual Wealth Management
288
Northwestern Mutual Wealth Management
Wisconsin
$1.49M +$127K +1,916 +9%
JSL
289
JT Stratford LLC
Georgia
$1.47M +$104K +1,569 +7%
AWA
290
Arete Wealth Advisors
Illinois
$1.44M -$34.9K -528 -2%
AIC
291
Ayalon Insurance Company
Israel
$1.43M +$544K +8,238 +59%
FMWA
292
Forvis Mazars Wealth Advisors
Missouri
$1.43M +$265K +4,011 +22%
CI
293
CX Institutional
Indiana
$1.41M +$634K +9,594 +77%
BPA
294
Beacon Pointe Advisors
California
$1.39M +$1.17M +17,731 +446%
CFGS
295
Concourse Financial Group Securities
Alabama
$1.35M -$459K -6,944 -25%
CAPTRUST Financial Advisors
296
CAPTRUST Financial Advisors
North Carolina
$1.3M -$22.2K -336 -2%
CIAS
297
Capital Investment Advisory Services
North Carolina
$1.3M +$18.2K +275 +1%
AC
298
Alexandria Capital
Virginia
$1.28M +$5.81K +88 +0.4%
OWA
299
Opal Wealth Advisors
New York
$1.28M +$53.1K +804 +4%
VWA
300
V Wealth Advisors
Kansas
$1.22M -$6.87K -104 -0.5%

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.