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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
276
Global Retirement Partners
California
$21K +$4.88K +138 +33%
WCM
277
WealthBridge Capital Management
Ohio
$21K +$19.6K +553 New
RCAG
278
Rehmann Capital Advisory Group
Michigan
$18.7K -$357K -10,090 -95%
BlackRock
279
BlackRock
New York
$18K -$41.9K -1,184 -71%
CFA
280
Carroll Financial Associates
North Carolina
$16K
PFO
281
Pathstone Family Office
New Jersey
$16K +$71 +2 +0.5%
PO
282
Private Ocean
California
$15K +$71 +2 +0.5%
UBS AM
283
UBS AM
Illinois
$14K
FGAM
284
Financial Gravity Asset Management
Texas
$13K +$12.7K +358 New
CCM
285
Covington Capital Management
California
$12K -$354 -10 -3%
PCFFS
286
Pacific Center for Financial Services
California
$12K +$35 +1 +0.3%
SEI Investments
287
SEI Investments
Pennsylvania
$10K +$10.5K +298 +335%
William Blair & Company
288
William Blair & Company
Illinois
$6K
PA
289
Parallel Advisors
California
$5K +$4.6K +130 New
TFGT
290
TS Financial Group (TSFG)
Illinois
$5K +$4.88K +138 New
BAM
291
Bruderman Asset Management
New York
$4K +$3.68K +104 New
CF
292
Centaurus Financial
California
$3.23K +$636 +18 +18%
DBT
293
Dubuque Bank & Trust
Iowa
$3K +$3.29K +93 New
LWANC
294
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
AIS
295
Accurate Investment Solutions
Pennsylvania
$1K -$31.7K -896 -97%
CCMW
296
Cypress Capital Management (Wyoming)
Wyoming
$1K
WAS
297
Winch Advisory Services
Wisconsin
$1K +$35 +1 +3%
LWM
298
Lenox Wealth Management
Ohio
$1K +$707 +20 New
GT
299
Glenmede Trust
Pennsylvania
$339
ACM
300
Azimuth Capital Management
Michigan
-$12.4M -383,020 Closed

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.