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State Street SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $367K

63% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 98

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

5% more funds holding

Funds holding: 327343 (+16)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

7.95% less ownership

Funds ownership: 64.55%56.6% (-8%)

17% less capital invested

Capital invested by funds: $3.51B → $2.89B (-$612M)

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.52%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
226
Ausdal Financial Partners
Iowa
$448K -$17.8K -455 -4%
LFG
227
LifePlan Financial Group
Ohio
$447K -$24.9K -637 -5%
SDAM
228
Shulman DeMeo Asset Management
New York
$445K +$447K +11,439 New
NF
229
Nikulski Financial
Iowa
$443K -$10.5K -270 -2%
HAS
230
HBW Advisory Services
California
$438K +$452K +11,562 New
WP
231
WealthShield Partners
North Carolina
$434K +$103K +2,643 +31%
CA
232
Continuum Advisory
Idaho
$430K +$13.6K +349 +3%
CBFP
233
Cedar Brook Financial Partners
Ohio
$428K -$1.42M -36,447 -77%
KCPG
234
Kavar Capital Partners Group
Kansas
$426K
OIA
235
OneDigital Investment Advisors
Kansas
$422K -$81.8K -2,094 -16%
JGIA
236
Jackson Grant Investment Advisers
Connecticut
$420K +$12.9K +329 +3%
MCWS
237
McKinley Carter Wealth Services
West Virginia
$418K +$419K +10,736 New
IIA
238
IPG Investment Advisors
California
$412K +$17.1K +437 +4%
BWP
239
Bernardo Wealth Planning
Pennsylvania
$401K +$403K +10,323 New
CFG
240
Cooper Financial Group
California
$400K +$402K +10,276 New
DC
241
Davenport & Co
Virginia
$381K
MIM
242
Moseley Investment Management
Florida
$380K -$742 -19 -0.2%
LA
243
LexAurum Advisors
Kansas
$379K +$63.7K +1,631 +20%
RWA
244
Redhawk Wealth Advisors
Minnesota
$376K -$161K -4,120 -30%
PWMG
245
Prestige Wealth Management Group
New Jersey
$362K +$2.38K +61 +0.7%
CCM
246
Coldstream Capital Management
Washington
$359K +$4.88K +125 +1%
TYCC
247
Texas Yale Capital Corp
Florida
$353K
MSS
248
Mitchell Sinkler & Starr
Pennsylvania
$333K +$24.8K +635 +8%
CF
249
Centaurus Financial
California
$322K +$175K +4,485 +119%
ACI
250
Alpha Cubed Investments
California
$321K -$5.2K -133 -2%

SPYG Hedge Fund Activity: Q3 2019 in Review

343 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2019, worth a combined $2.89B — down 17% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 29 closed out — a net gain of 17 holders — while 160 added to existing stakes and 98 trimmed.

The largest buyer was Old National Bancorp, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $409M.

  • 343 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2019, up from 327 in Q2 2019.
  • Funds reported $2.89B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2019 and 29 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2019 was Old National Bancorp, an estimated $22.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2019.