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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
WSTAM
426
Wilbanks Smith & Thomas Asset Management
Virginia
$403K +$416K +6,300 New
Simplex Trading
427
Simplex Trading
Illinois
$401K -$66 -1 -0%
AF
428
Arrow Financial
New York
$399K
JWBC
429
John W. Brooker & Co
California
$389K
RFN
430
RDA Financial Network
Iowa
$389K
TYCC
431
Texas Yale Capital Corp
Florida
$389K
SC
432
Savant Capital
Illinois
$388K -$475K -7,192 -54%
JWCA
433
J.W. Coons Advisors
Ohio
$387K -$19.8K -300 -5%
VFA
434
Voya Financial Advisors
Connecticut
$387K +$129K +1,961 +49%
LW
435
Linscomb Wealth
Texas
$384K +$660 +10 +0.2%
Kovitz Investment Group Partners
436
Kovitz Investment Group Partners
Illinois
$382K
BC
437
Burleson & Co
California
$375K -$331K -5,006 -46%
LWM
438
Laidlaw Wealth Management
New York
$373K +$385K +5,826 New
CA
439
Calton & Associates
Florida
$371K +$33.9K +513 +10%
CPA
440
Clear Perspective Advisors
Illinois
$369K -$3.7K -56 -1%
LSA
441
Lion Street Advisors
Texas
$369K +$381K +5,766 New
FC
442
Fusion Capital
South Carolina
$357K +$330 +5 +0.1%
EWA
443
EP Wealth Advisors
California
$353K -$924 -14 -0.3%
DL
444
DOHJ LLC
Washington
$349K +$528 +8 +0.2%
PA
445
PSI Advisors
Florida
$346K +$357K +5,409 New
PC
446
Permanens Capital
New York
$341K -$73.4K -1,111 -17%
DA
447
Detalus Advisors
Missouri
$338K +$11.4K +172 +3%
WI
448
WBI Investments
New Jersey
$331K -$24.8K -375 -7%
YIH
449
Y-Intercept (HK)
Hong Kong
$330K +$340K +5,151 New
AFM
450
Abbot Financial Management
Massachusetts
$327K

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.