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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$842M +$661M +11,021,254 +468%
Financial Engines Advisors
2
Financial Engines Advisors
California
$608M +$91M +1,517,606 +19%
LPL Financial
3
LPL Financial
California
$416M +$36.3M +605,613 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$358M +$177M +2,954,076 +108%
Ameriprise
5
Ameriprise
Minnesota
$260M +$13.4M +223,381 +6%
VA
6
Valmark Advisers
Ohio
$258M -$16M -266,791 -6%
CCMG
7
Clark Capital Management Group
Pennsylvania
$241M +$229M +3,815,879 +21,417%
Morgan Stanley
8
Morgan Stanley
New York
$240M +$33.8M +562,660 +17%
AF
9
Allworth Financial
California
$195M +$13.9M +232,458 +8%
Bank of America
10
Bank of America
North Carolina
$168M -$260K -4,329 -0.2%
HI
11
Horizon Investments
North Carolina
$157M +$61.5M +1,025,923 +70%
EH
12
Equitable Holdings
New York
$153M +$103M +1,719,522 +242%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$147M -$7.89M -131,615 -5%
HB
14
Homrich & Berg
Georgia
$145M +$12.3M +204,523 +10%
BCM
15
Brookstone Capital Management
Illinois
$140M +$129M +2,155,437 New
UBS Group
16
UBS Group
Switzerland
$135M +$15.4M +257,327 +14%
NAS
17
Nicolet Advisory Services
Wisconsin
$125M +$3.92M +65,401 +3%
AA
18
Advisory Alpha
Michigan
$107M +$9.19M +153,262 +10%
OPS
19
Orion Portfolio Solutions
Nebraska
$88.3M +$83.5M +1,391,883 +13,465%
FWM
20
Focused Wealth Management
New York
$81.9M +$4.07M +67,910 +6%
CDIA
21
Capital Directions Investment Advisors
Georgia
$81.1M +$77.2M +1,287,300 New
NP
22
NorthRock Partners
Minnesota
$81M +$3.93M +65,490 +5%
Wells Fargo
23
Wells Fargo
California
$78.4M -$375K -6,245 -0.5%
SCM
24
SCS Capital Management
Massachusetts
$78.4M +$1.56M +26,053 +2%
TC
25
TownSquare Capital
Utah
$74.7M +$2.7M +45,055 +4%

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.