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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
226
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M -$14.9K -305 -1%
WAS
227
Wealth Advisory Solutions
Indiana
$1.49M
PTC
228
Private Trust Company
Ohio
$1.48M +$661K +13,481 +84%
22CM
229
20/20 Capital Management
California
$1.47M +$1.43M +29,247 New
GRP
230
Global Retirement Partners
California
$1.44M +$103K +2,107 +8%
VWA
231
Visionary Wealth Advisors
Illinois
$1.44M -$6.96K -142 -0.5%
Mariner
232
Mariner
Kansas
$1.42M +$51.6K +1,053 +4%
NWS
233
Newport Wealth Strategies
California
$1.42M
Cetera Investment Advisers
234
Cetera Investment Advisers
Illinois
$1.42M +$185K +3,782 +15%
NFG
235
Next Financial Group
Texas
$1.4M -$67.3K -1,373 -5%
M&T Bank
236
M&T Bank
New York
$1.4M -$122K -2,481 -8%
LNC
237
Lincoln National Corp
Pennsylvania
$1.39M +$64.8K +1,323 +5%
BSAM
238
Blue Sky Asset Management
Colorado
$1.38M -$1.14M -23,255 -46%
RC
239
RegentAtlantic Capital
New Jersey
$1.36M +$1.33M +27,175 New
VCM
240
Virtue Capital Management
Tennessee
$1.35M -$443K -9,032 -25%
LSA
241
Lion Street Advisors
Texas
$1.32M +$911K +18,592 +243%
FGA
242
Fortis Group Advisors
New Jersey
$1.3M +$1.28M +26,047 New
RCA
243
Rowland Carmichael Advisors
Arizona
$1.27M
CA
244
Continuum Advisory
Idaho
$1.27M +$316K +6,452 +35%
YIA
245
YHB Investment Advisors
Connecticut
$1.25M +$1.23M +25,048 New
MFW
246
Mosaic Family Wealth
Missouri
$1.23M +$59.9K +1,221 +5%
CFGS
247
Concourse Financial Group Securities
Alabama
$1.21M -$26.9K -549 -2%
TIA
248
Traphagen Investment Advisors
New Jersey
$1.2M -$56.2K -1,146 -24%
IRC
249
Investors Research Corp
Georgia
$1.19M -$3.58K -73 -0.3%
Rockefeller Capital Management
250
Rockefeller Capital Management
New York
$1.13M -$67.8K -1,384 -6%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.