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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
WIM
601
Westside Investment Management
California
$14
E
602
Ergoteles
New York
-$4.23M -67,140 Closed
DA
603
Doliver Advisors
Texas
-$1.69M -26,776 Closed
CF
604
Clarity Financial
Texas
-$729K -11,574 Closed
JWCA
605
J.W. Cole Advisors
Florida
-$628K -9,969 Closed
SDAM
606
Shulman DeMeo Asset Management
New York
-$620K -9,852 Closed
LFAS
607
Level Four Advisory Services
Texas
-$568K -9,023 Closed
KWM
608
Keebeck Wealth Management
Illinois
-$357K -5,665 Closed
FIA
609
Foundations Investment Advisors
Arizona
-$337K -5,217 Closed
T
610
TRUADVICE
Florida
-$303K -4,615 Closed
PWMG
611
Pinnacle Wealth Management Group
Michigan
-$265K -4,204 Closed
MAS
612
Madden Advisory Services
Florida
-$229K -3,636 Closed
RDWM
613
Red Door Wealth Management
Tennessee
-$146K -2,328 Closed
PGWM
614
Parisi Gray Wealth Management
New Jersey
-$116K -1,836 Closed
ST
615
Smithfield Trust
Pennsylvania
-$85K -1,356 Closed
Barclays
616
Barclays
United Kingdom
-$74K -1,172 Closed
FPW
617
Flagship Private Wealth
Massachusetts
-$74.4K -1,150 Closed
JAWM
618
J. Arnold Wealth Management
Ohio
-$62K -977 Closed
SL
619
Savior LLC
Massachusetts
-$44K -696 Closed
SCA
620
Stonebridge Capital Advisors
Minnesota
-$24.4K -369 -99%
PWM
621
Prentice Wealth Management
New York
-$21K -341 Closed
First Manhattan
622
First Manhattan
New York
-$9K -157 Closed
PSIWM
623
Paradigm Strategies in Wealth Management
Minnesota
-$5K -79 Closed
VNA
624
Valley National Advisers
Pennsylvania
-$264 -4 -40%

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.