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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Simplicity Solutions
Minnesota
$1.78M -$41.6M -742,090 -96%
Cerity Partners
227
Cerity Partners
New York
$1.77M -$60.2K -1,075 -3%
CAGAS
228
Capital Advisory Group Advisory Services
Minnesota
$1.76M +$127K +2,260 +8%
JP Morgan Chase
229
JP Morgan Chase
New York
$1.76M -$1.38M -24,623 -44%
MSS
230
Mitchell Sinkler & Starr
Pennsylvania
$1.72M -$48.5K -865 -3%
PG
231
Prostatis Group
Maryland
$1.72M -$321K -5,731 -16%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$1.7M +$278K +4,966 +20%
YIA
233
YHB Investment Advisors
Connecticut
$1.68M +$80.3K +1,434 +5%
SWM
234
Spire Wealth Management
Virginia
$1.62M +$4.1M +73,173 New
CFP
235
Curran Financial Partners
South Carolina
$1.62M -$160K -2,855 -9%
HA
236
Harborview Advisors
Maine
$1.59M +$32.9K +587 +2%
NWS
237
Newport Wealth Strategies
California
$1.59M
AAS
238
Avantax Advisory Services
Texas
$1.58M +$16.1K +287 +1%
BAM
239
Belpointe Asset Management
Nevada
$1.55M -$601K -10,725 -28%
SFS
240
Sowell Financial Services
Arkansas
$1.55M +$89.2K +1,592 +7%
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M -$158K -2,828 -9%
RC
242
RegentAtlantic Capital
New Jersey
$1.5M -$19.9K -356 -1%
PWP
243
Personal Wealth Partners
Minnesota
$1.48M +$626K +11,182 +75%
MFW
244
Mosaic Family Wealth
Missouri
$1.47M +$34.4K +614 +2%
MCC
245
Money Concepts Capital
Florida
$1.46M -$64.9K -1,159 -4%
HAS
246
HBW Advisory Services
California
$1.42M +$211K +3,761 +18%
TFA
247
Tranquilli Financial Advisor
New Jersey
$1.41M -$1.63M -29,142 -54%
AssetMark Inc
248
AssetMark Inc
California
$1.38M -$18.7M -334,291 -93%
LNC
249
Lincoln National Corp
Pennsylvania
$1.37M -$120K -2,144 -8%
IRC
250
Investors Research Corp
Georgia
$1.37M +$22.9K +408 +2%

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.