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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
EFS
376
Essex Financial Services
Connecticut
$645K -$60.6K -917 -8%
MFA
377
McClarren Financial Advisors
Pennsylvania
$637K -$88.9K -1,347 -12%
BCI
378
Brinker Capital Investments
Pennsylvania
$636K +$1.45K +22 +0.2%
M1FG
379
Mach-1 Financial Group
Arkansas
$632K +$3.04K +46 +0.5%
SWA
380
Stratos Wealth Advisors
Ohio
$629K -$61.2K -927 -9%
CAMG
381
CWA Asset Management Group
Florida
$628K +$1.32K +20 +0.2%
MCWS
382
McKinley Carter Wealth Services
West Virginia
$625K -$8.98K -136 -1%
OCPWS
383
One Charles Private Wealth Services
Massachusetts
$616K -$61K -924 -9%
DADC
384
D.A. Davidson & Co
Montana
$605K +$991 +15 +0.2%
DAS
385
Dynamic Advisor Solutions
Arizona
$583K -$152K -2,304 -20%
GT
386
Glenmede Trust
Pennsylvania
$583K
SMA
387
Sage Mountain Advisors
Georgia
$581K +$467K +7,068 +353%
BA
388
Ballast Advisors
Minnesota
$574K -$20.9K -316 -3%
Betterment LLC
389
Betterment LLC
New York
$564K +$582K +8,814 New
CAM
390
Concorde Asset Management
Michigan
$562K -$100K -1,517 -15%
Fifth Third Bancorp
391
Fifth Third Bancorp
Ohio
$562K -$30.1K -456 -5%
CAM
392
Cozad Asset Management
Illinois
$560K +$82.8K +1,254 +17%
TFA
393
Teamwork Financial Advisors
Texas
$556K -$24.5K -371 -4%
PFA
394
Pure Financial Advisors
California
$550K -$49.3K -746 -8%
CG
395
Colony Group
Massachusetts
$539K +$52.4K +793 +10%
IFG
396
Independent Financial Group
California
$533K -$23.8K -360 -4%
GTAM
397
Global Trust Asset Management
Florida
$531K +$330 +5 +0.1%
BG
398
Benedetti & Gucer
Georgia
$523K +$162K +2,457 +43%
SI
399
Stephens Inc
Arkansas
$507K +$4.16K +63 +0.8%
PIFP
400
Partners in Financial Planning
Virginia
$506K +$594 +9 +0.1%

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.