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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
BFA
501
Beaumont Financial Advisors
Massachusetts
$213K
IIA
502
IPG Investment Advisors
California
$212K -$991 -15 -0.5%
IP
503
Investment Partners
Ohio
$212K -$9.84K -149 -4%
SWA
504
SFMG Wealth Advisors
Texas
$212K -$66 -1 -0%
FNBT
505
FineMark National Bank & Trust
Florida
$210K -$31.4K -476 -13%
AC
506
Abbrea Capital
California
$210K
ARC
507
Advisor Resource Council
Texas
$207K -$233K -3,532 -52%
JAG
508
Journey Advisory Group
Kentucky
$204K -$56.1K -850 -21%
PA
509
Procyon Advisors
Connecticut
$202K +$208K +3,155 New
WANY
510
Wealthspire Advisors (New York)
New York
$201K -$6.6K -100 -3%
MAM
511
Meeder Asset Management
Ohio
$201K +$15.2K +230 +8%
Vontobel Holding
512
Vontobel Holding
Switzerland
$200K +$102K +1,540 +97%
FFA
513
Freedman Financial Associates
Massachusetts
$192K
TFGT
514
TS Financial Group (TSFG)
Illinois
$189K +$49.5K +750 +34%
CAAS
515
Capital Asset Advisory Services
Michigan
$181K -$19.2K -291 -9%
ACA
516
Aptus Capital Advisors
Alabama
$181K -$12.9K -195 -6%
JCM
517
Jacobi Capital Management
Pennsylvania
$172K +$159K +2,401 +828%
CAL
518
Capital Advisors Ltd
Ohio
$167K
CF
519
Centaurus Financial
California
$167K +$11.9K +180 +7%
AWM
520
Accel Wealth Management
Iowa
$157K -$42.9K -650 -21%
SMG
521
Spectrum Management Group
Indiana
$147K
JFGIW
522
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$144K +$12.3K +186 +9%
Citigroup
523
Citigroup
New York
$142K -$189K -2,857 -56%
FWP
524
FAS Wealth Partners
Kansas
$138K -$34.6K -524 -20%
LWM
525
Liberty Wealth Management
California
$128K +$132K +1,997 New

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.