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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
MIAN
101
Mariner Independent Advisor Network
Kansas
$15.2M +$370K +5,600 +2%
Bank Julius Baer & Co
102
Bank Julius Baer & Co
Switzerland
$14.9M +$15.1M +228,823 +6,347%
CWA
103
Centennial Wealth Advisory
Michigan
$14.7M +$6.84M +103,510 +83%
CIM
104
Confluence Investment Management
Missouri
$14.3M +$519K +7,853 +4%
EWA
105
ERTS Wealth Advisors
Michigan
$14.2M -$38.9M -589,679 -78%
WEPOG
106
Wealth Enhancement & Preservation of GA
Georgia
$14.1M +$14.6M +220,832 New
Creative Planning
107
Creative Planning
Kansas
$13.9M +$219K +3,314 +2%
HFS
108
Horizon Financial Services
North Carolina
$13.8M +$4.4M +66,580 +45%
FWM
109
Foresight Wealth Management
Utah
$13.7M +$810K +12,271 +6%
IA
110
IFP Advisors
Florida
$13.7M +$3.54M +53,677 +34%
VRM
111
Vectors Research Management
New York
$13.2M +$1.9M +28,813 +16%
OWA
112
Octavia Wealth Advisors
Ohio
$13M -$7.42M -112,428 -36%
NL
113
Navalign LLC
California
$12.9M -$134K -2,034 -1%
TC
114
Trilogy Capital
California
$12.7M -$231K -3,494 -2%
IHWM
115
Iron Horse Wealth Management
Iowa
$12.5M +$24.7K +374 +0.2%
KWM
116
Kingsview Wealth Management
Oregon
$12.2M +$1.27M +19,158 +11%
MML Investors Services
117
MML Investors Services
Massachusetts
$12.2M +$1.36M +20,664 +12%
DI
118
Diligent Investors
California
$12.2M
EFL
119
ERn Financial LLC
Wisconsin
$11.9M +$102K +1,546 +0.8%
HC
120
HNP Capital
New York
$11.7M +$354K +5,368 +3%
BMD
121
Better Money Decisions
New Mexico
$11.5M +$430K +6,518 +4%
USCWA
122
U.S. Capital Wealth Advisors
Texas
$11.4M +$11.8M +178,039 New
SCM
123
Southport Capital Management
Tennessee
$11M +$713K +10,798 +7%
State Street
124
State Street
Massachusetts
$10.9M +$2.6M +39,340 +30%
UCFA
125
United Capital Financial Advisors
Texas
$10.7M -$783K -11,851 -7%

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.