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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
PT
226
Plimoth Trust
Massachusetts
$808K -$7.62K -186 -0.8%
CCP
227
Corient Capital Partners
California
$802K
FIM
228
Fernwood Investment Management
Massachusetts
$772K +$198K +4,839 +29%
Jane Street
229
Jane Street
New York
$770K -$580K -14,154 -40%
GC
230
Gratus Capital
Georgia
$751K +$860K +21,009 New
AC
231
Alexandria Capital
Virginia
$748K -$12.5K -306 -1%
AAS
232
Avantax Advisory Services
Texas
$727K +$57.7K +1,408 +7%
OMC
233
Old Mission Capital
Illinois
$725K +$831K +20,285 New
OIA
234
OneDigital Investment Advisors
Kansas
$714K +$201K +4,914 +33%
HAS
235
HBW Advisory Services
California
$698K +$164K +3,993 +28%
LA
236
LexAurum Advisors
Kansas
$679K +$342K +8,339 +78%
JPG
237
Jordan Park Group
California
$678K +$777K +18,971 New
IRC
238
Investors Research Corp
Georgia
$663K +$439K +10,722 +137%
SA
239
Stewardship Advisors
Pennsylvania
$658K -$340K -8,308 -31%
CFGS
240
Concourse Financial Group Securities
Alabama
$642K +$435K +10,622 +145%
HA
241
Harborview Advisors
Maine
$638K +$732K +17,862 New
GVAG
242
Great Valley Advisor Group
Delaware
$627K +$719K +17,550 New
CWM
243
Cornerstone Wealth Management
Missouri
$624K +$715K +17,447 New
IA
244
IndexIQ Advisors
New York
$621K -$2.38M -58,184 -77%
LIA
245
LBMC Investment Advisors
Tennessee
$609K +$1.88K +46 +0.3%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$607K +$67.3K +1,644 +11%
PTC
247
Private Trust Company
Ohio
$606K +$58.7K +1,432 +9%
RFA
248
Reilly Financial Advisors
California
$604K -$191K -4,669 -22%
MWM
249
Meridian Wealth Management
Kentucky
$593K +$330K +8,069 +94%
CAM
250
Concorde Asset Management
Michigan
$588K +$674K +16,461 New

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.