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
APWA
576
Atlas Private Wealth Advisors
New Jersey
$15K
CTC
577
Central Trust Company
Missouri
$14K +$14.8K +224 New
TWA
578
TCI Wealth Advisors
Arizona
$13K +$66 +1 +0.5%
RCA
579
Ranch Capital Advisors
Florida
$13K +$13.5K +205 New
LWANC
580
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$2.97K +45 +36%
SIAP
581
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$10K +$991 +15 +11%
HWM
582
Holloway Wealth Management
Florida
$9K
AL
583
ADE LLC
Maryland
$9K +$9.77K +148 New
PWM
584
Provident Wealth Management
Tennessee
$8K -$4.49K -68 -36%
AWM
585
Atticus Wealth Management
Florida
$8K +$2.51K +38 +45%
OSAM
586
O'Shaughnessy Asset Management
Connecticut
$8K +$7.86K +119 New
ASBI
587
American State Bank (Iowa)
Iowa
$7.62K
BFC
588
Bedel Financial Consulting
Indiana
$5K
HFS
589
Hantz Financial Services
Michigan
$2K
HCP
590
Hexagon Capital Partners
Arkansas
$2K
PP
591
Pacifica Partners
Canada
$2K
RG
592
Retirement Group
California
$2K
GKWIM
593
Gerber Kawasaki Wealth & Investment Management
California
$2K +$2.25K +34 New
AWM
594
Activest Wealth Management
Florida
$1K
CCMW
595
Cypress Capital Management (Wyoming)
Wyoming
$1K
EVM
596
Eaton Vance Management
Massachusetts
$1K
MA
597
Montag & Associates
Georgia
$1K
MCM
598
MV Capital Management
Maryland
$1K +$726 +11 New
BWM
599
Baystate Wealth Management
Massachusetts
$1K +$1.45K +22 New
LIA
600
LBMC Investment Advisors
Tennessee
$937 -$615K -9,308 -59%

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.