We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

576 hedge funds and large institutions have $8.57B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 254 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

464% more call options, than puts

Call options by funds: $9.58M | Put options by funds: $1.7M

89% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 35

48% more repeat investments, than reductions

Existing positions increased: 254 | Existing positions reduced: 172

34% more capital invested

Capital invested by funds: $6.37B → $8.57B (+$2.19B)

11% more funds holding in top 10

Funds holding in top 10: 8190 (+9)

7.51% more ownership

Funds ownership: 66.13%73.64% (+7.5%)

5% more funds holding

Funds holding: 549576 (+27)

Holders
576
Holders Change
+27
Holders Change %
+4.92%
% of All Funds
10.03%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
1.57%
New
66
Increased
254
Reduced
172
Closed
35
Calls
$9.58M
Puts
$1.7M
Net Calls
+$7.88M
Net Calls Change
+$806K
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
Foresight Wealth Management
Utah
$12.7M -$113K -1,886 -0.9%
IHWM
102
Iron Horse Wealth Management
Iowa
$12.2M -$292K -4,867 -2%
DI
103
Diligent Investors
California
$12.2M +$1.79M +29,879 +18%
WI
104
WrapManager Inc
California
$11.8M -$186K -3,107 -2%
DWM
105
Doyle Wealth Management
Florida
$11.7M +$2.78M +46,411 +33%
EFL
106
ERn Financial LLC
Wisconsin
$11.6M -$608K -10,140 -5%
FI
107
FormulaFolio Investments
Michigan
$11.3M -$976K -16,271 -8%
UCFA
108
United Capital Financial Advisors
Texas
$11.3M -$749K -12,485 -7%
VRM
109
Vectors Research Management
New York
$11.2M -$318K -5,294 -3%
HC
110
HNP Capital
New York
$11.2M +$1.45M +24,159 +16%
BMD
111
Better Money Decisions
New Mexico
$10.9M +$298K +4,971 +3%
KWM
112
Kingsview Wealth Management
Oregon
$10.9M +$1.31M +21,841 +15%
MML Investors Services
113
MML Investors Services
Massachusetts
$10.7M +$1.23M +20,440 +14%
UR
114
USCA RIA
Texas
$10.6M +$517K +8,618 +5%
ACA
115
Affinity Capital Advisors
California
$10.4M -$1.6M -26,667 -14%
22CM
116
20/20 Capital Management
California
$10.2M +$769K +12,813 +9%
SCM
117
Southport Capital Management
Tennessee
$10.2M +$1.27M +21,219 +15%
Truist Financial
118
Truist Financial
North Carolina
$10.1M -$7.65M -127,498 -44%
IA
119
IFP Advisors
Florida
$10M +$7.39M +123,245 +340%
CIC
120
Carnegie Investment Counsel
Ohio
$10M -$140K -2,334 -1%
TFA
121
TPG Financial Advisors
Oregon
$9.87M -$1.51M -25,160 -14%
APA
122
American Portfolios Advisors
New York
$9.77M +$8.87M +147,931 +2,037%
HFS
123
Horizon Financial Services
North Carolina
$9.39M +$8.95M +149,138 New
MFG
124
Merit Financial Group
Georgia
$9.19M +$936K +15,609 +12%
MPM
125
Meritage Portfolio Management
Kansas
$9.16M +$25.5K +425 +0.3%

SPYG Hedge Fund Activity: Q2 2021 in Review

576 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2021, worth a combined $8.57B — up 34% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 35 closed out — a net gain of 31 holders — while 254 added to existing stakes and 172 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $661M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $318M.

  • 576 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2021, up from 549 in Q1 2021.
  • Funds reported $8.57B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2021, up 34% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2021 and 35 closed out, a net change of +31 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2021 was Envestnet Asset Management, an estimated $661M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2021 was Provida Pension Fund Administrator, an estimated $318M sold.

Based on aggregated 13F filings for Q2 2021.