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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
AIC
126
Ameritas Investment Company
Nebraska
$10.7M +$8.55M +129,412 +345%
WI
127
WrapManager Inc
California
$10.4M -$1.63M -24,733 -13%
TFA
128
TPG Financial Advisors
Oregon
$10.3M +$300K +4,549 +3%
CIC
129
Carnegie Investment Counsel
Ohio
$10.1M -$54.5K -826 -0.5%
Truist Financial
130
Truist Financial
North Carolina
$9.96M -$279K -4,231 -3%
RM
131
Resource Management
Louisiana
$9.89M +$695K +10,521 +7%
CAN
132
Cetera Advisor Networks
California
$9.88M +$757K +11,465 +8%
MFG
133
Merit Financial Group
Georgia
$9.74M +$407K +6,169 +4%
MPM
134
Meritage Portfolio Management
Kansas
$9.48M +$172K +2,604 +2%
ACA
135
Affinity Capital Advisors
California
$9.23M -$1.43M -21,632 -13%
US Bancorp
136
US Bancorp
Minnesota
$9.1M +$5.62M +85,054 +149%
APA
137
American Portfolios Advisors
New York
$8.92M -$1.05M -15,911 -10%
LWMG
138
Levy Wealth Management Group
Pennsylvania
$8.85M -$312K -4,730 -3%
PWPS
139
Pinnacle Wealth Planning Services
Ohio
$8.85M +$97.6K +1,478 +1%
TW
140
Transform Wealth
Colorado
$8.71M -$186K -2,812 -2%
WAP
141
Wealthcare Advisory Partners
Pennsylvania
$8.34M +$588K +8,908 +7%
SWP
142
Stratos Wealth Partners
Ohio
$8.32M +$170K +2,580 +2%
VC
143
Vicus Capital
Pennsylvania
$8.32M +$168K +2,550 +2%
Cetera Investment Advisers
144
Cetera Investment Advisers
Illinois
$8.02M -$992K -15,015 -11%
IWN
145
Independent Wealth Network
Iowa
$7.93M +$7.42M +112,311 New
TCMP
146
Thrive Capital Management (Pennsylvania)
Pennsylvania
$7.82M +$1.8M +27,334 +29%
GSEP
147
Golden State Equity Partners
California
$7.78M +$1.64M +24,770 +26%
AI
148
Atria Investments
North Carolina
$7.74M +$4.69M +71,044 +143%
NEIRG
149
New England Investment & Retirement Group
Massachusetts
$7.65M +$564K +8,543 +8%
BRWA
150
B. Riley Wealth Advisors
Florida
$7.6M -$780K -11,815 -9%

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.