We are live on ! Find out more
SPYG icon

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
WWM
476
WJ Wealth Management
Arizona
$264K +$58.7K +889 +27%
QC
477
QCM Cayman
Texas
$264K +$272K +4,117 New
SCG
478
Sonata Capital Group
Washington
$260K
FNC
479
First National Corp
Massachusetts
$255K -$153K -2,318 -37%
C1AG
480
Client 1st Advisory Group
Florida
$253K +$2.44K +37 +0.9%
SIC
481
Samalin Investment Counsel
New York
$252K -$3.3K -50 -1%
CCM
482
Condor Capital Management
New Jersey
$248K
BJL
483
Brighton Jones LLC
Washington
$247K +$23.1K +350 +10%
CA
484
Clearstead Advisors
Ohio
$246K +$254K +3,839 New
SG
485
StoneX Group
New York
$244K -$40.3K -610 -14%
FLPIM
486
F.L. Putnam Investment Management
Massachusetts
$239K
EWM
487
EPG Wealth Management
Georgia
$235K +$243K +3,675 New
OPA
488
Old Port Advisors
Maine
$234K
CGFA
489
Colton Groome Financial Advisors
North Carolina
$232K -$7.07K -107 -3%
KTA
490
Keeley-Teton Advisors
Illinois
$230K +$238K +3,600 New
PO
491
Private Ocean
California
$230K +$238K +3,600 New
Marshall Wace
492
Marshall Wace
United Kingdom
$229K +$236K +3,573 New
PRWA
493
Platte River Wealth Advisors
Colorado
$226K
LA
494
Latitude Advisors
Florida
$224K +$231K +3,493 New
TF
495
TLWM Financial
Texas
$223K +$3.83K +58 +2%
CWM
496
Concentric Wealth Management
California
$222K
FFA
497
Fragasso Financial Advisors
Pennsylvania
$221K -$13.9K -211 -6%
FCA
498
FinTrust Capital Advisors
South Carolina
$220K
BSW
499
Buckingham Strategic Wealth
Missouri
$218K -$42.5K -644 -16%
WP
500
WealthShield Partners
North Carolina
$214K -$71.4K -1,081 -24%

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.