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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
HWMA
551
Heritage Wealth Management (Arizona)
Arizona
$51K -$38.9K -589 -42%
CFD
552
Creative Financial Designs
Indiana
$50K
DSC
553
Duncker Streett & Co
Missouri
$48K
Optiver Holding
554
Optiver Holding
Netherlands
$44K +$45K +681 New
CPFP
555
Clear Perspectives Financial Planning
Ohio
$43K
SFP
556
Sterling Financial Planning
New Jersey
$43K +$66 +1 +0.1%
MIM
557
Macroview Investment Management
Maryland
$43K +$11.2K +169 +34%
WBC
558
West Branch Capital
Massachusetts
$41K +$66 +1 +0.2%
1IA
559
1834 Investment Advisors
Wisconsin
$37K
AWA
560
Arkadios Wealth Advisors
Georgia
$37K +$7.2K +109 +23%
BWL
561
Bogart Wealth LLC
Virginia
$36K +$396 +6 +1%
CCM
562
Covington Capital Management
California
$35K +$15.3K +232 +75%
CHA
563
Carmichael Hill & Associates
Maryland
$29K
CFA
564
Carroll Financial Associates
North Carolina
$29K
PFA
565
Professional Financial Advisors
Nebraska
$25K -$132 -2 -0.5%
HIA
566
Harbor Investment Advisory
Maryland
$22K
PCFFS
567
Pacific Center for Financial Services
California
$22K +$66 +1 +0.3%
LF
568
Lee Financial
Texas
$22K +$792 +12 +4%
SAM
569
Strategic Asset Management
Minnesota
$22K +$22.3K +338 New
JWM
570
Janiczek Wealth Management
Colorado
$21K
BA
571
Bellwether Advisors
Nebraska
$20K
PB
572
Pinnacle Bancorp
Nebraska
$19K +$19.8K +300 New
TCM
573
Tradewinds Capital Management
Washington
$18K -$55K -833 -75%
CAM
574
Costello Asset Management
Pennsylvania
$17K
WAS
575
Winch Advisory Services
Wisconsin
$16K

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.