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State Street SPDR Portfolio S&P 500 Growth ETF

460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

80% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $693K

37% more capital invested

Capital invested by funds: $4B → $5.48B (+$1.48B)

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

10% more funds holding

Funds holding: 419460 (+41)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

2.32% less ownership

Funds ownership: 71.93%69.61% (-2.3%)

Holders
460
Holders Change
+41
Holders Change %
+9.79%
% of All Funds
9.43%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
71
Increased
174
Reduced
173
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$1.24M -$28.2K -679 -2%
Mariner
227
Mariner
Kansas
$1.23M +$100K +2,415 +10%
LIA
228
LBMC Investment Advisors
Tennessee
$1.22M +$421K +10,141 +60%
GRP
229
Global Retirement Partners
California
$1.2M -$569K -13,700 -34%
LNC
230
Lincoln National Corp
Pennsylvania
$1.19M -$61.8K -1,489 -5%
AAS
231
Avantax Advisory Services
Texas
$1.16M +$229K +5,506 +27%
RCA
232
Rowland Carmichael Advisors
Arizona
$1.14M -$94.3K -2,270 -8%
CFGS
233
Concourse Financial Group Securities
Alabama
$1.11M +$281K +6,762 +38%
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$1.1M +$53.7K +1,294 +6%
VBFP
235
Valtinson Bruner Financial Planning
Minnesota
$1.1M +$929K +22,362 New
MSS
236
Mitchell Sinkler & Starr
Pennsylvania
$1.09M +$405K +9,760 +67%
MGIA
237
Moneta Group Investment Advisors
Missouri
$1.09M -$178K -4,291 -15%
CWM
238
Cornerstone Wealth Management
Missouri
$1.09M +$281K +6,769 +39%
Rockefeller Capital Management
239
Rockefeller Capital Management
New York
$1.07M +$38.9K +936 +4%
IRC
240
Investors Research Corp
Georgia
$1.07M +$220K +5,298 +29%
V
241
Veritable
Delaware
$1.06M +$979K +23,570 New
MFW
242
Mosaic Family Wealth
Missouri
$1.04M -$143K -3,436 -13%
AIC
243
Ameritas Investment Company
Nebraska
$991K -$177K -4,266 -16%
PT
244
Plimoth Trust
Massachusetts
$977K -$36.4K -876 -4%
GLA
245
Good Life Advisors
Pennsylvania
$968K -$438K -10,539 -33%
FIM
246
Fernwood Investment Management
Massachusetts
$966K -$3.57K -86 -0.4%
CAC
247
Certified Advisory Corp
Florida
$914K -$153K -3,672 -15%
CAGAS
248
Capital Advisory Group Advisory Services
Minnesota
$911K -$916K -22,065 -52%
BAM
249
Belpointe Asset Management
Nevada
$903K +$395K +9,519 +90%
OIA
250
OneDigital Investment Advisors
Kansas
$901K +$2.53K +61 +0.3%

SPYG Hedge Fund Activity: Q2 2020 in Review

460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.

  • 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
  • Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.