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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
AWA
251
Arete Wealth Advisors
Illinois
$1.32M -$2.41M -43,055 -65%
GRP
252
Global Retirement Partners
California
$1.31M -$221K -3,951 -15%
GLA
253
Good Life Advisors
Pennsylvania
$1.3M +$245K +4,377 +23%
AWA
254
Alta Wealth Advisors
Massachusetts
$1.28M +$198K +3,533 +18%
FMWA
255
Forvis Mazars Wealth Advisors
Missouri
$1.23M +$78.4K +1,400 +7%
AI
256
Atria Investments
North Carolina
$1.2M -$259K -4,626 -18%
LA
257
LexAurum Advisors
Kansas
$1.2M +$57.8K +1,031 +5%
JSL
258
JT Stratford LLC
Georgia
$1.19M +$124K +2,215 +12%
WA
259
Wambolt & Associates
Colorado
$1.18M +$138K +2,468 +14%
FIM
260
Fernwood Investment Management
Massachusetts
$1.17M +$12.3K +220 +1%
TIA
261
Traphagen Investment Advisors
New Jersey
$1.16M -$21.3K -381 -12%
AC
262
Alexandria Capital
Virginia
$1.13M +$48K +857 +4%
AIC
263
Ameritas Investment Company
Nebraska
$1.12M -$1.15M -20,571 -51%
PT
264
Plimoth Trust
Massachusetts
$1.11M +$11.8K +210 +1%
Bank of New York Mellon
265
Bank of New York Mellon
New York
$1.1M -$584K -10,416 -35%
CA
266
Centerpoint Advisors
Massachusetts
$1.09M
CFGS
267
Concourse Financial Group Securities
Alabama
$1.08M -$249K -4,443 -19%
CI
268
CX Institutional
Indiana
$1.08M +$107K +1,906 +11%
MGIA
269
Moneta Group Investment Advisors
Missouri
$1.07M -$40.7K -727 -4%
BEI
270
Benjamin Edwards Inc
Missouri
$1.06M -$817K -14,590 -44%
CAPTRUST Financial Advisors
271
CAPTRUST Financial Advisors
North Carolina
$1.06M +$574K +10,244 +121%
VWA
272
Visionary Wealth Advisors
Illinois
$1.05M -$747K -13,329 -42%
MMA
273
Miracle Mile Advisors
California
$1.03M +$392 +7 +0%
VWA
274
V Wealth Advisors
Kansas
$1.03M +$23.2K +414 +2%
FHA
275
Flagship Harbor Advisors
Massachusetts
$1.01M +$15.9K +283 +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.