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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
SWM
176
Spire Wealth Management
Virginia
$5.89M +$689K +10,438 +13%
HG
177
Harbor Group
New Hampshire
$5.86M +$43.5K +658 +0.7%
MWA
178
Motive Wealth Advisors
Michigan
$5.83M +$1.47M +22,271 +32%
KFGK
179
Keystone Financial Group (Kentucky)
Kentucky
$5.78M +$208K +3,147 +4%
GWM
180
Geneos Wealth Management
Colorado
$5.74M +$178K +2,690 +3%
PA
181
Probity Advisors
Texas
$5.72M +$2.18K +33 +0%
QIM
182
Quest Investment Management
Oregon
$5.69M +$505K +7,640 +9%
Baird Financial Group
183
Baird Financial Group
Wisconsin
$5.45M +$356K +5,385 +7%
TWM
184
Triton Wealth Management
Arizona
$5.34M +$23.4K +354 +0.4%
PFG
185
PAX Financial Group
Texas
$5.29M +$171K +2,589 +3%
FC
186
Financial Council
Maryland
$5.11M +$5.27M +79,843 New
HI
187
Harbour Investments
Wisconsin
$5.03M -$235K -3,564 -4%
PPWM
188
PFG Private Wealth Management
Florida
$4.82M +$173K +2,617 +4%
AO
189
Advisor OS
Illinois
$4.6M +$9.51K +144 +0.2%
BC
190
Burney Company
Virginia
$4.59M +$164K +2,479 +4%
CFG
191
Citizens Financial Group
Rhode Island
$4.56M +$1.61M +24,372 +52%
PWA
192
Providence Wealth Advisors
Illinois
$4.34M +$11.2K +170 +0.3%
UWM
193
USAdvisors Wealth Management
Minnesota
$4.34M -$293K -4,436 -6%
RIS
194
Retirement Income Solutions
Michigan
$4.33M +$80.2K +1,214 +2%
BAM
195
Bruderman Asset Management
New York
$4.15M +$4.28M +64,849 New
OAM
196
Oppenheimer Asset Management
New York
$4.12M -$4.36K -66 -0.1%
Bank of New York Mellon
197
Bank of New York Mellon
New York
$4.11M +$2.97M +45,045 +235%
CA
198
Continuum Advisory
Idaho
$4.08M +$1.14M +17,273 +37%
CA
199
CGN Advisors
Kansas
$4.06M -$224K -3,393 -5%
ACM
200
Advisors Capital Management
New Jersey
$4.01M +$1.57M +23,772 +61%

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.