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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$797M -$61.3M -928,643 -7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$680M +$64.2M +972,462 +10%
Osaic Holdings
3
Osaic Holdings
Arizona
$524M +$165M +2,503,171 +44%
LPL Financial
4
LPL Financial
California
$517M +$96.3M +1,458,481 +22%
Ameriprise
5
Ameriprise
Minnesota
$306M +$43.6M +660,865 +16%
VA
6
Valmark Advisers
Ohio
$262M -$275K -4,169 -0.1%
Morgan Stanley
7
Morgan Stanley
New York
$233M -$11.9M -180,887 -5%
CCMG
8
Clark Capital Management Group
Pennsylvania
$218M -$28.8M -435,652 -11%
AF
9
Allworth Financial
California
$211M +$12.5M +188,965 +6%
Bank of America
10
Bank of America
North Carolina
$176M +$5.81M +87,976 +3%
HB
11
Homrich & Berg
Georgia
$163M +$16M +241,759 +10%
EH
12
Equitable Holdings
New York
$155M -$534K -8,086 -0.3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$147M -$1.9M -28,800 -1%
HI
14
Horizon Investments
North Carolina
$143M -$17.3M -262,278 -10%
UBS Group
15
UBS Group
Switzerland
$140M +$3.06M +46,270 +2%
AA
16
Advisory Alpha
Michigan
$131M +$23.1M +349,270 +21%
Wells Fargo
17
Wells Fargo
California
$131M +$52.7M +798,430 +64%
NAS
18
Nicolet Advisory Services
Wisconsin
$129M +$1.77M +26,763 +1%
AWM
19
AE Wealth Management
Kansas
$102M +$28.9M +437,334 +38%
PI
20
PFS Investments
Georgia
$95M +$15.5M +234,697 +21%
WJA
21
Willis Johnson & Associates
Texas
$94.9M +$97.9M +1,482,687 New
Goldman Sachs
22
Goldman Sachs
New York
$85.3M +$34.7M +525,248 +65%
NP
23
NorthRock Partners
Minnesota
$83.7M -$350K -5,306 -0.4%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$83.4M +$11.1M +168,059 +15%
RA
25
RFG Advisory
Alabama
$82.8M +$7.16M +108,456 +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.