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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$264K +$35.4K +1,000 +14%
MFW
227
Mosaic Family Wealth
Missouri
$263K -$863K -24,419 -78%
FNC
228
First National Corp
Massachusetts
$257K +$244K +6,908 New
Citigroup
229
Citigroup
New York
$253K -$56.8K -1,607 -19%
EDRIA
230
Edmonds Duncan Registered Investment Advisors
Kansas
$252K +$7.85K +222 +3%
WFWM
231
Wechter Feldman Wealth Management
New Jersey
$249K +$237K +6,696 New
BA
232
BKS Advisors
Michigan
$244K -$3.43K -97 -1%
W
233
WealthOne
New York
$242K +$230K +6,494 New
ACP
234
Aveo Capital Partners
Colorado
$240K +$228K +6,440 New
MIM
235
Macroview Investment Management
Maryland
$231K +$9.44K +267 +4%
MSS
236
Mitchell Sinkler & Starr
Pennsylvania
$221K +$210K +5,945 New
CA
237
Calton & Associates
Florida
$219K +$208K +5,880 New
RWM
238
RBA Wealth Management
California
$215K +$201K +5,680 New
OCM
239
One Capital Management
California
$209K +$199K +5,623 New
BAC
240
Boys Arnold & Co
North Carolina
$201K +$191K +5,400 New
TRCT
241
Tower Research Capital (TRC)
New York
$195K -$2.07M -58,649 -92%
HNB
242
Huntington National Bank
Ohio
$181K
OC
243
Oakworth Capital
Alabama
$144K +$137K +3,862 New
TC
244
Truvestments Capital
Florida
$133K +$126K +3,562 New
EWM
245
Executive Wealth Management
Michigan
$117K -$26K -734 -19%
WAM
246
Wealthspire Advisors (Maryland)
Maryland
$106K
CAL
247
Capital Advisors Ltd
Ohio
$103K -$13.4K -378 -12%
OSNBOA
248
Old Second National Bank of Aurora
Illinois
$93K +$1.06K +30 +1%
AIP
249
Ameritas Investment Partners
Nebraska
$92K
AA
250
AlphaMark Advisors
Kentucky
$89K -$2.48K -70 -3%

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.