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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
SAG
401
Spotlight Asset Group
Illinois
$498K
CMO
402
Covenant Multifamily Offices
Texas
$493K +$3.37K +51 +0.7%
Northern Trust
403
Northern Trust
Illinois
$491K +$61.1K +925 +14%
KCM
404
Kennicott Capital Management
California
$491K +$507K +7,675 New
MCM
405
MAI Capital Management
Ohio
$490K +$57.8K +875 +13%
MIM
406
Moseley Investment Management
Florida
$484K +$26.7K +405 +6%
SEI Investments
407
SEI Investments
Pennsylvania
$480K +$95K +1,439 +24%
MWC
408
MBM Wealth Consultants
Missouri
$477K +$18.8K +285 +4%
SF
409
Synovus Financial
Georgia
$475K -$41K -621 -8%
PAS
410
Park Avenue Securities
New York
$470K -$98.1K -1,485 -17%
ACI
411
Alpha Cubed Investments
California
$468K
EGA
412
Eagle Global Advisors
Texas
$467K +$42.9K +650 +10%
HVIA
413
Hudson Valley Investment Advisors
New York
$458K +$100K +1,517 +27%
CBFP
414
Cedar Brook Financial Partners
Ohio
$456K -$76.1K -1,152 -14%
FG
415
Fiduciary Group
Georgia
$456K -$1.98K -30 -0.4%
IWA
416
Intercontinental Wealth Advisors
Texas
$450K -$5.61K -85 -1%
ATPW
417
Ashton Thomas Private Wealth
Arizona
$448K +$21.1K +320 +5%
AIA
418
Angeles Investment Advisors
California
$444K
DWM
419
Dakota Wealth Management
Florida
$436K +$103K +1,553 +30%
BI
420
Ballast Inc
Kentucky
$434K +$15.1K +228 +3%
3F
421
360 Financial
Minnesota
$433K +$163K +2,471 +49%
KOC
422
Koss-Olinger Consulting
Florida
$427K +$8.32K +126 +2%
AW
423
ACG Wealth
Georgia
$423K
BBNA
424
Bremer Bank National Association
Minnesota
$422K +$21.3K +323 +5%
CAS
425
Cascadia Advisory Services
Oregon
$405K +$5.02K +76 +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.