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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
276
Asset Management Group
Connecticut
$1.05M +$540K +10,270 +117%
JSL
277
JT Stratford LLC
Georgia
$1.04M +$30.2K +574 +3%
GLA
278
Good Life Advisors
Pennsylvania
$1.03M +$49.5K +942 +5%
RIA
279
Regal Investment Advisors
Michigan
$1.02M +$966K +18,374 New
MMA
280
Miracle Mile Advisors
California
$1.01M +$27K +513 +3%
ASN
281
Advisory Services Network
Georgia
$1.01M +$445K +8,475 +87%
WA
282
Wambolt & Associates
Colorado
$1M +$180K +3,430 +23%
CCMG
283
Clark Capital Management Group
Pennsylvania
$989K -$121M -2,304,301 -99%
VWA
284
V Wealth Advisors
Kansas
$986K +$276K +5,246 +42%
FHA
285
Flagship Harbor Advisors
Massachusetts
$980K -$8.36K -159 -0.9%
AF
286
Advisornet Financial
Minnesota
$958K -$1.36M -25,817 -60%
CI
287
CX Institutional
Indiana
$951K +$210K +3,992 +30%
LIA
288
LBMC Investment Advisors
Tennessee
$941K +$1.47K +28 +0.2%
RFA
289
Reilly Financial Advisors
California
$923K +$10K +191 +1%
Koshinski Asset Management
290
Koshinski Asset Management
Illinois
$922K +$400K +7,619 +84%
PNC Financial Services Group
291
PNC Financial Services Group
Pennsylvania
$902K +$22.9K +436 +3%
CM
292
Churchill Management
California
$902K +$127K +2,409 +17%
SWMG
293
Sanchez Wealth Management Group
Florida
$868K +$825K +15,701 New
FMN
294
Financial Management Network
California
$861K +$801K +15,233 New
MFA
295
McClarren Financial Advisors
Pennsylvania
$856K +$814K +15,497 New
CB
296
Community Bank
New York
$841K -$60.4K -1,150 -7%
Citigroup
297
Citigroup
New York
$839K +$383K +7,279 +92%
PWP
298
Personal Wealth Partners
Minnesota
$828K +$432K +8,228 +122%
OWA
299
Opal Wealth Advisors
New York
$827K +$786K +14,959 New
NFG
300
Next Financial Group
Texas
$825K -$683K -13,000 -47%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.