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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
IF
276
Intrua Financial
Texas
$1.01M +$214K +3,814 +30%
CCMG
277
Clark Capital Management Group
Pennsylvania
$1M -$3.92K -70 -0.4%
OWA
278
Opal Wealth Advisors
New York
$996K +$151K +2,698 +18%
AF
279
Advisornet Financial
Minnesota
$994K +$16.3K +291 +2%
IFG
280
Investors Financial Group
Minnesota
$982K -$645K -11,506 -40%
FMN
281
Financial Management Network
California
$977K +$56.7K +1,012 +7%
CIAS
282
Capital Investment Advisory Services
North Carolina
$972K +$133K +2,373 +16%
SFG
283
Sovereign Financial Group
Connecticut
$951K +$165K +2,951 +21%
NFG
284
Next Financial Group
Texas
$946K +$104K +1,854 +12%
VCM
285
Vigilant Capital Management
Maine
$937K +$930K +16,608 New
PNC Financial Services Group
286
PNC Financial Services Group
Pennsylvania
$897K -$23.2K -415 -3%
SWMG
287
Sanchez Wealth Management Group
Florida
$891K +$5.38K +96 +0.6%
LIA
288
LBMC Investment Advisors
Tennessee
$885K -$74.8K -1,335 -8%
CM
289
Churchill Management
California
$884K -$35.9K -640 -4%
PFA
290
Pinnacle Family Advisors
Missouri
$880K -$266K -4,751 -23%
CAL
291
Capital Analysts LLC
Pennsylvania
$876K -$16.8M -299,489 -95%
MFA
292
McClarren Financial Advisors
Pennsylvania
$876K +$1.85K +33 +0.2%
AWS
293
Arkfeld Wealth Strategies
Nebraska
$871K +$3.08K +55 +0.4%
CB
294
Community Bank
New York
$869K +$10.6K +190 +1%
KFI
295
Key Financial Inc
Pennsylvania
$863K +$289K +5,151 +51%
BA
296
Bristlecone Advisors
Washington
$852K +$39.2K +700 +5%
MP
297
McDonald Partners
Ohio
$839K +$9.13K +163 +1%
BC
298
Brio Consultants
California
$816K -$4.54K -81 -0.6%
RFA
299
Reilly Financial Advisors
California
$781K -$160K -2,858 -17%
9WM
300
9258 Wealth Management
Ohio
$778K

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.