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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
WFPG
151
Waller Financial Planning Group
Ohio
$7.46M +$158K +2,386 +2%
FHA
152
Flagship Harbor Advisors
Massachusetts
$7.37M
CWM
153
CCG Wealth Management
California
$7.21M +$89.7K +1,358 +1%
CSPAM
154
Cary Street Partners Asset Management
Virginia
$7.03M +$353K +5,340 +5%
FIM
155
Freedom Investment Management
Connecticut
$6.97M -$315K -4,773 -4%
GP
156
Girard Partners
Pennsylvania
$6.94M -$785K -11,890 -10%
CCFM
157
Clear Creek Financial Management
Washington
$6.87M -$76.9K -1,164 -1%
SFG
158
StrategIQ Financial Group
Indiana
$6.81M +$34.7K +525 +0.5%
GG
159
GenWealth Group
New Jersey
$6.74M +$138K +2,085 +2%
JP Morgan Chase
160
JP Morgan Chase
New York
$6.71M +$4.69M +70,958 +210%
BB
161
Berkshire Bank
Massachusetts
$6.66M -$132K -1,996 -2%
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$6.6M +$764K +11,565 +13%
GM
163
GeoWealth Management
Illinois
$6.59M +$6.8M +102,961 New
RZH
164
Relyea Zuckerberg Hanson
Connecticut
$6.54M -$30.4K -460 -0.4%
MSAM
165
Moloney Securities Asset Management
Missouri
$6.52M -$76.1K -1,153 -1%
FCMT
166
Founders Capital Management (Texas)
Texas
$6.51M -$556K -8,419 -8%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.42M +$135K +2,040 +2%
SWM
168
SigFig Wealth Management
California
$6.41M +$197K +2,982 +3%
OAM
169
Occidental Asset Management
California
$6.31M -$99.8K -1,511 -2%
CWM
170
Cornerstone Wealth Management
Missouri
$6.24M +$1.3M +19,715 +25%
CI
171
Cavalier Investments
Georgia
$6.17M +$3.24M +49,025 +103%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$6.05M +$3.71M +56,243 +147%
TCA
173
Transcend Capital Advisors
New Jersey
$5.99M +$5.78M +87,530 New
OC
174
Oarsman Capital
Wisconsin
$5.95M -$211K -3,193 -3%
WFA
175
Wells Financial Advisors
Massachusetts
$5.93M +$163K +2,474 +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.