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
PA
526
Parallel Advisors
California
$124K
OSNBOA
527
Old Second National Bank of Aurora
Illinois
$120K +$2.25K +34 +2%
BHWM
528
Bay Harbor Wealth Management
Maryland
$116K +$120K +1,813 New
PCG
529
Private Capital Group
Connecticut
$115K +$198 +3 +0.2%
PWMG
530
Prestige Wealth Management Group
New Jersey
$115K +$104K +1,570 +674%
TWM
531
Tradition Wealth Management
Minnesota
$108K
MAM
532
Marquette Asset Management
Minnesota
$105K
BW
533
Bison Wealth
Georgia
$103K +$26.1K +396 +33%
Toronto Dominion Bank
534
Toronto Dominion Bank
Ontario, Canada
$95K +$97.7K +1,479 New
RIM
535
Rockbridge Investment Management
New York
$93K
AA
536
AlphaMark Advisors
Kentucky
$92K +$924 +14 +1%
PCA
537
Providence Capital Advisors
North Carolina
$87K
FRA
538
Front Row Advisors
California
$84K
FHA
539
First Horizon Advisors
Tennessee
$83K +$3.17K +48 +4%
BC
540
Bartlett & Co
Ohio
$82K +$29.7K +450 +55%
BCWM
541
Bartlett & Co Wealth Management
Ohio
$81.6K +$29.7K +450 +55%
CHC
542
City Holding Co
West Virginia
$75K -$3.3K -50 -4%
AC
543
AlphaCore Capital
California
$73K +$75.7K +1,146 New
ODG
544
O'Dell Group
Ohio
$68K +$69.8K +1,057 New
BL
545
Balentine LLC
Georgia
$65K
LWA
546
Lowe Wealth Advisors
Maryland
$63K
APC
547
Aspire Private Capital
North Carolina
$61K +$62.7K +949 New
TC
548
Truvestments Capital
Florida
$56K +$6.6K +100 +13%
TCM
549
Triumph Capital Management
Colorado
$56K +$1.03M +15,524 New
EW
550
Element Wealth
Mississippi
$52K

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.