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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
226
Benjamin Edwards Inc
Missouri
$1.84M +$73.2K +1,392 +4%
SW
227
SteelPeak Wealth
California
$1.82M +$1.73M +32,867 New
Cerity Partners
228
Cerity Partners
New York
$1.79M -$29.3K -557 -2%
VWA
229
Visionary Wealth Advisors
Illinois
$1.77M +$175K +3,339 +12%
Franklin Resources
230
Franklin Resources
California
$1.75M
CFP
231
Curran Financial Partners
South Carolina
$1.75M +$1.66M +31,560 New
MSS
232
Mitchell Sinkler & Starr
Pennsylvania
$1.74M +$23.4K +445 +1%
CA
233
Continuum Advisory
Idaho
$1.69M +$287K +5,467 +22%
WAS
234
Wealth Advisory Solutions
Indiana
$1.68M +$32.5K +619 +2%
PFGIA
235
Patriot Financial Group Insurance Agency
Massachusetts
$1.66M -$32.1K -611 -2%
Bank of New York Mellon
236
Bank of New York Mellon
New York
$1.66M -$35.7K -679 -2%
IA
237
IFP Advisors
Florida
$1.64M -$6.24M -118,815 -80%
CAGAS
238
Capital Advisory Group Advisory Services
Minnesota
$1.6M +$424K +8,076 +39%
IFG
239
Investors Financial Group
Minnesota
$1.6M -$100K -1,909 -6%
WWS
240
Wellington Wealth Strategies
Indiana
$1.55M +$172K +3,266 New
AAS
241
Avantax Advisory Services
Texas
$1.53M -$902K -17,170 -38%
HA
242
Harborview Advisors
Maine
$1.52M -$252K -4,803 -15%
GRP
243
Global Retirement Partners
California
$1.5M -$84.2K -1,603 -6%
MCC
244
Money Concepts Capital
Florida
$1.49M +$1.42M +27,012 New
RC
245
RegentAtlantic Capital
New Jersey
$1.49M -$12K -229 -0.8%
M&T Bank
246
M&T Bank
New York
$1.46M -$78.5K -1,493 -5%
LNC
247
Lincoln National Corp
Pennsylvania
$1.46M -$73.8K -1,404 -5%
YIA
248
YHB Investment Advisors
Connecticut
$1.45M +$62.1K +1,182 +5%
AI
249
Atria Investments
North Carolina
$1.44M -$699K -13,304 -34%
CG
250
Cutler Group
California
$1.42M +$1.01M +19,300 +300%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.