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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
251
Flagship Harbor Advisors
Massachusetts
$581K +$52K +1,270 +8%
TFA
252
Tobias Financial Advisors
Florida
$565K +$68K +1,661 +12%
9WM
253
9258 Wealth Management
Ohio
$554K
CB
254
Community Bank
New York
$548K -$12.3K -300 -2%
ISWM
255
Independent Solutions Wealth Management
New York
$541K +$10.1K +246 +2%
TW
256
Towerpoint Wealth
California
$539K -$10.2K -250 -2%
GTAM
257
Global Trust Asset Management
Florida
$537K -$997K -24,350 -62%
RM
258
Resource Management
Louisiana
$535K +$613K +14,957 New
DAS
259
Dynamic Advisor Solutions
Arizona
$524K +$54.5K +1,331 +10%
MSS
260
Mitchell Sinkler & Starr
Pennsylvania
$522K +$247K +6,040 +70%
NFG
261
Next Financial Group
Texas
$520K -$43.5K -1,063 -7%
VWA
262
V Wealth Advisors
Kansas
$511K +$63.9K +1,560 +12%
PMFA
263
Plante Moran Financial Advisors
Michigan
$482K -$5.41K -132 -1%
BWM
264
BT Wealth Management
Georgia
$479K -$18.7K -457 -3%
IC
265
InterOcean Capital
Illinois
$472K
PFG
266
Pacific Financial Group
Washington
$466K +$534K +13,038 New
AWS
267
Arkfeld Wealth Strategies
Nebraska
$461K +$529K +12,908 New
CG
268
Colony Group
Massachusetts
$456K -$14.2K -346 -3%
FNBOO
269
First National Bank of Omaha
Nebraska
$452K
GT
270
Glenmede Trust
Pennsylvania
$432K
LSA
271
Lion Street Advisors
Texas
$431K +$494K +12,057 New
AFP
272
Ausdal Financial Partners
Iowa
$429K -$34.6K -844 -7%
MWM
273
Maltin Wealth Management
New Jersey
$426K +$36.6K +894 +8%
SPIA
274
Steward Partners Investment Advisory
New York
$424K -$2.46M -60,061 -83%
AW
275
ACG Wealth
Georgia
$419K -$72.1K -1,761 -13%

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.