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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
GSWM
451
Golden State Wealth Management
California
$323K +$334K +5,051 New
NEWAS
452
N.E.W. Advisory Services
Wisconsin
$322K
FI
453
Financial Insights
Washington
$320K
PMG
454
ProVise Management Group
Florida
$316K +$44.8K +678 +16%
HNB
455
Huntington National Bank
Ohio
$312K
LWAC
456
Laurel Wealth Advisors (California)
California
$308K -$2.39M -36,201 -88%
EA
457
Eclectic Associates
California
$308K -$6.47K -98 -2%
S
458
SignatureFD
Georgia
$308K +$57.3K +867 +22%
ANTB
459
AMG National Trust Bank
Colorado
$307K
SFG
460
SageGuard Financial Group
Tennessee
$306K -$207K -3,128 -40%
PFA
461
Paradigm Financial Advisors
Missouri
$295K
MA
462
MONECO Advisors
Connecticut
$293K +$302K +4,578 New
WIA
463
World Investment Advisors
California
$285K -$22.2K -336 -7%
BHBT
464
Burke & Herbert Bank & Trust
Virginia
$285K +$23.2K +352 +9%
SAM
465
Strategy Asset Managers
California
$284K
ST
466
Somerset Trust
Pennsylvania
$282K
LJAC
467
L.J. Altfest & Co
New York
$280K -$39.4K -597 -12%
FT
468
Fiduciary Trust
Massachusetts
$278K
RWA
469
Redhawk Wealth Advisors
Minnesota
$274K +$68.7K +1,040 +32%
CAN
470
Claraphi Advisory Network
United States
$269K +$277K +4,200 New
BI
471
Berkeley Inc
Idaho
$267K +$198 +3 +0.1%
VWM
472
Vigilare Wealth Management
Arizona
$267K +$396 +6 +0.1%
SW
473
SteelPeak Wealth
California
$267K +$462 +7 +0.2%
RJT
474
Raymond James Trust
Florida
$265K
SAM
475
SignalPoint Asset Management
Missouri
$264K -$36.5K -553 -12%

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.