We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

80% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $693K

37% more capital invested

Capital invested by funds: $4B → $5.48B (+$1.48B)

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

10% more funds holding

Funds holding: 419460 (+41)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

2.32% less ownership

Funds ownership: 71.93%69.61% (-2.3%)

Holders
460
Holders Change
+41
Holders Change %
+9.79%
% of All Funds
9.43%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
71
Increased
174
Reduced
173
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
251
Western Wealth Management
Colorado
$900K +$832K +20,035 New
HAS
252
HBW Advisory Services
California
$892K +$60.1K +1,446 +8%
LA
253
LexAurum Advisors
Kansas
$886K +$30.4K +731 +4%
AC
254
Alexandria Capital
Virginia
$884K -$51.9K -1,250 -6%
CA
255
Continuum Advisory
Idaho
$848K +$315K +7,588 +68%
DAS
256
Dynamic Advisor Solutions
Arizona
$844K +$172K +4,145 +28%
OMC
257
Old Mission Capital
Illinois
$834K -$71.4K -1,720 -8%
CB
258
Community Bank
New York
$824K +$126K +3,025 +20%
MWM
259
Meridian Wealth Management
Kentucky
$804K +$54.2K +1,305 +8%
FHA
260
Flagship Harbor Advisors
Massachusetts
$775K +$41.2K +991 +6%
PC
261
Permanens Capital
New York
$739K -$422K -10,170 -38%
PTC
262
Private Trust Company
Ohio
$735K -$35.3K -849 -5%
IWC
263
Integrated Wealth Concepts
Massachusetts
$703K +$650K +15,655 New
PNC Financial Services Group
264
PNC Financial Services Group
Pennsylvania
$702K -$56.2K -1,352 -8%
MA
265
Mutual Advisors
Nebraska
$663K -$5.18M -124,654 -89%
LFAS
266
Level Four Advisory Services
Texas
$657K -$382K -9,190 -39%
ISWM
267
Independent Solutions Wealth Management
New York
$657K -$21.1K -509 -3%
TRCT
268
Tower Research Capital (TRC)
New York
$656K +$337K +8,105 +125%
RFA
269
Reilly Financial Advisors
California
$654K -$97.1K -2,338 -14%
TW
270
Towerpoint Wealth
California
$653K -$22.9K -551 -4%
9WM
271
9258 Wealth Management
Ohio
$620K
TI
272
Trexquant Investment
Connecticut
$613K -$2.61M -62,726 -82%
CFG
273
Citizens Financial Group
Rhode Island
$594K +$173K +4,168 +46%
IC
274
InterOcean Capital
Illinois
$593K
BWM
275
BT Wealth Management
Georgia
$587K -$14.2K -341 -3%

SPYG Hedge Fund Activity: Q2 2020 in Review

460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.

  • 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
  • Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.