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
WWM
176
Western Wealth Management
Colorado
$4.41M +$534K +8,896 +15%
BC
177
Burney Company
Virginia
$4.36M +$162K +2,708 +4%
PWA
178
Providence Wealth Advisors
Illinois
$4.33M +$76.8K +1,281 +2%
MWA
179
Motive Wealth Advisors
Michigan
$4.33M +$4.13M +68,831 New
OCM
180
One Capital Management
California
$4.29M +$4.09M +68,160 New
E
181
Ergoteles
New York
$4.23M +$4.03M +67,140 New
CA
182
CGN Advisors
Kansas
$4.21M +$398K +6,640 +11%
RIS
183
Retirement Income Solutions
Michigan
$4.18M -$3.44M -57,419 -46%
AWM
184
Avior Wealth Management
Nebraska
$4.06M -$816K -13,597 -17%
OAM
185
Oppenheimer Asset Management
New York
$4.05M -$97.2K -1,621 -2%
EWM
186
Echo Wealth Management
Minnesota
$3.84M +$166K +2,775 +5%
IWA
187
IBEX Wealth Advisors
New Jersey
$3.69M +$48.7K +812 +1%
NC
188
NewSquare Capital
Pennsylvania
$3.66M +$616K +10,270 +21%
US Bancorp
189
US Bancorp
Minnesota
$3.59M +$1.39M +23,227 +69%
FGAM
190
Financial Gravity Asset Management
Texas
$3.59M +$53.6K +893 +2%
PFM
191
Parsec Financial Management
North Carolina
$3.56M -$273K -4,558 -7%
SAM
192
Sequent Asset Management
Texas
$3.42M
CSPIA
193
Cary Street Partners Investment Advisory
Virginia
$3.29M -$43.6K -727 -1%
CFG
194
Cooper Financial Group
California
$3.26M +$454K +7,577 +17%
AMG
195
Asset Management Group
Connecticut
$3.26M +$106K +1,770 +4%
TF
196
TIAA FSB
Florida
$3.25M -$12.5K -208 -0.4%
OIA
197
OneDigital Investment Advisors
Kansas
$3.23M +$288K +4,797 +10%
Koshinski Asset Management
198
Koshinski Asset Management
Illinois
$3.21M +$34.8K +580 +1%
FI
199
Financial Insights
Washington
$3.15M
AI
200
Atria Investments
North Carolina
$3.14M +$1.71M +28,462 +133%

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.