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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
SCM
51
SCS Capital Management
Massachusetts
$34.9M -$46.3M -700,698 -56%
FPIS
52
Financial Planning & Information Services
Wisconsin
$34.8M +$3.37M +50,971 +10%
GL
53
Graypoint LLC
New York
$33.9M +$8.83M +133,725 +34%
ETS
54
ESL Trust Services
New York
$33.9M -$2.96M -44,795 -8%
Thrivent Financial for Lutherans
55
Thrivent Financial for Lutherans
Minnesota
$32.3M -$84.7K -1,282 -4%
AWM
56
Altium Wealth Management
New York
$31.4M +$181K +2,741 +0.6%
EWM
57
Executive Wealth Management
Michigan
$31.2M -$2.28M -34,563 -7%
FNT
58
First National Trust
Pennsylvania
$30.5M +$467K +7,075 +2%
RA
59
Rodgers & Associates
Pennsylvania
$30.4M -$1.15M -17,422 -4%
MD
60
Money Design
Japan
$30.4M -$3.94M -59,630 -11%
JMPWA
61
JP Morgan Private Wealth Advisors
California
$30.3M +$4.15M +62,819 +15%
PSUF
62
People's United Financial
Connecticut
$29.9M -$1.04M -15,689 -3%
CCWA
63
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$29.3M +$4.04M +61,229 +15%
KA
64
Klingman & Associates
New York
$29.3M -$38.7K -586 -0.1%
Cambridge Investment Research Advisors
65
Cambridge Investment Research Advisors
Iowa
$28.9M -$2.38M -36,037 -7%
T
66
TrueFG
Texas
$28.3M +$933K +14,133 +4%
RA
67
Riversedge Advisors
Delaware
$27.8M +$1.5M +22,661 +6%
IWA
68
Inspirion Wealth Advisors
Illinois
$27.1M -$2.34M -35,396 -8%
RWM
69
Reston Wealth Management
Virginia
$26.8M -$561K -8,492 -2%
FFG
70
Ford Financial Group
California
$26.7M -$2.59M -39,201 -9%
5L
71
55I LLC
Massachusetts
$25.9M +$1.3M +19,701 +5%
BFEC
72
Benjamin F. Edwards & Company
Missouri
$25.3M +$307K +4,649 +1%
IWM
73
IHT Wealth Management
Illinois
$25.3M +$3M +45,397 +13%
FHC
74
First Heartland Consultants
Missouri
$25.1M +$6.24M +94,546 +32%
AIA
75
Alera Investment Advisors
Illinois
$24.7M +$728K +11,019 +3%

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.