We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $367K

63% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 98

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

5% more funds holding

Funds holding: 327343 (+16)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

7.95% less ownership

Funds ownership: 64.55%56.6% (-8%)

17% less capital invested

Capital invested by funds: $3.51B → $2.89B (-$612M)

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.52%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
251
Arrow Financial
New York
$319K +$7.03K +180 +2%
DADC
252
D.A. Davidson & Co
Montana
$316K
KA
253
Kovack Advisors
Florida
$308K
WAM
254
Wallington Asset Management
Indiana
$303K +$304K +7,790 New
MWM
255
Meridian Wealth Management
Kentucky
$301K +$138K +3,532 +84%
RIS
256
Retirement Income Solutions
Michigan
$297K +$298K +7,626 New
TI
257
Trexquant Investment
Connecticut
$296K +$298K +7,624 New
JIC
258
Johnson Investment Counsel
Ohio
$295K
WFWM
259
Wechter Feldman Wealth Management
New Jersey
$283K +$22.2K +569 +8%
SPC
260
Sigma Planning Corp
Michigan
$281K +$66.2K +1,694 +31%
MFW
261
Mosaic Family Wealth
Missouri
$275K
CA
262
Calton & Associates
Florida
$274K +$22.6K +578 +9%
SIAS
263
Shine Investment Advisory Services
Colorado
$273K -$6.37K -163 -2%
AIA
264
Angeles Investment Advisors
California
$270K +$271K +6,937 New
EDRIA
265
Edmonds Duncan Registered Investment Advisors
Kansas
$267K +$625 +16 +0.2%
GRP
266
Global Retirement Partners
California
$254K +$174K +4,454 +214%
RPG
267
Resource Planning Group
Georgia
$246K
BIA
268
BHK Investment Advisors
Alabama
$244K
EB
269
Eastern Bank
Massachusetts
$244K
Comerica Bank
270
Comerica Bank
Texas
$241K -$66.1K -1,692 -21%
CWSR
271
Chessman Wealth Strategies RIA
Texas
$238K -$2.71M -69,294 -92%
OCM
272
One Capital Management
California
$236K +$28.4K +727 +14%
CFGS
273
Concourse Financial Group Securities
Alabama
$235K -$1.24M -31,805 -84%
RWM
274
RBA Wealth Management
California
$229K +$8.36K +214 +4%
SI
275
Stephens Inc
Arkansas
$228K +$229K +5,853 New

SPYG Hedge Fund Activity: Q3 2019 in Review

343 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2019, worth a combined $2.89B — down 17% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 29 closed out — a net gain of 17 holders — while 160 added to existing stakes and 98 trimmed.

The largest buyer was Old National Bancorp, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $409M.

  • 343 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2019, up from 327 in Q2 2019.
  • Funds reported $2.89B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2019 and 29 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2019 was Old National Bancorp, an estimated $22.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2019.