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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
MP
351
McDonald Partners
Ohio
$772K -$89.1K -1,350 -10%
SS
352
Sunbelt Securities
Texas
$761K
ADIM
353
Alpha DNA Investment Management
Maryland
$760K -$1.11M -16,795 -59%
SPC
354
Sigma Planning Corp
Michigan
$759K +$54.2K +821 +7%
CCA
355
Cadent Capital Advisors
Oklahoma
$750K +$1.25K +19 +0.2%
BWM
356
BT Wealth Management
Georgia
$749K
SF
357
Summit Financial
New Jersey
$745K +$242K +3,670 +46%
NS
358
Newman & Schimel
Illinois
$744K +$462 +7 +0.1%
PA
359
PFG Advisors
Arizona
$744K +$71.5K +1,083 +10%
DC
360
Davenport & Co
Virginia
$741K +$765K +11,581 New
BBPWM
361
Blue Bell Private Wealth Management
Pennsylvania
$736K +$661K +10,003 +667%
NA
362
NewEdge Advisors
Louisiana
$728K -$39.2K -594 -5%
ISWM
363
Independent Solutions Wealth Management
New York
$714K -$31.2K -473 -4%
GWSG
364
GPS Wealth Strategies Group
Colorado
$713K -$23.3K -353 -3%
GEA
365
Glen Eagle Advisors
New Jersey
$713K +$80.8K +1,224 +12%
WAM
366
Wallington Asset Management
Indiana
$699K +$279K +4,230 +63%
PMFA
367
Plante Moran Financial Advisors
Michigan
$697K -$24K -363 -3%
CFAM
368
Center For Asset Management
Florida
$693K +$715K +10,829 New
CAC
369
Certified Advisory Corp
Florida
$692K -$70.3K -1,065 -9%
TI
370
Trexquant Investment
Connecticut
$683K +$704K +10,666 New
FNBOO
371
First National Bank of Omaha
Nebraska
$681K -$50.8K -770 -7%
CB
372
Community Bank
New York
$668K -$84.3K -1,277 -11%
JGIA
373
Jackson Grant Investment Advisers
Connecticut
$666K +$1.06K +16 +0.2%
TW
374
Towerpoint Wealth
California
$657K -$147K -2,222 -18%
GW
375
GW & Wade
Massachusetts
$651K

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.