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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

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: 30 → 38 (+8)

13.34% more ownership

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

12% more funds holding

Funds holding: 268 → 300 (+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

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$281M
2
AG
Advisor Group
Arizona
+$95.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$80.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$78.1M
5
HI
Horizon Investments
North Carolina
+$76.5M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$14.1M
2
ACM
Azimuth Capital Management
Michigan
-$12.4M
3
RJA
Raymond James & Associates
Florida
-$11.2M
4
BL
Balentine LLC
Georgia
-$8.87M
5
PPA
Parametric Portfolio Associates
Washington
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMIM
301
Lockheed Martin Investment Management
Maryland
– -$5M -154,000 Closed
CF
302
Copperwynd Financial
Arizona
– -$2.48M -76,461 Closed
CFG
303
Cooper Financial Group
California
– -$2.26M -69,413 Closed
BCM
304
Barometer Capital Management
Ontario, Canada
– -$1.01M -31,000 Closed
Renaissance Technologies
305
Renaissance Technologies
New York
– -$978K -30,100 Closed
Citadel Advisors
306
Citadel Advisors
Florida
– -$769K -23,656 Closed
TFA
307
Transamerica Financial Advisors
Florida
– -$663K -20,398 Closed
Millennium Management
308
Millennium Management
New York
– -$579K -17,813 Closed
CCT
309
Country Club Trust
Missouri
– -$562K -17,300 Closed
RJT
310
Raymond James Trust
Florida
– -$435K -13,374 Closed
CAL
311
Capital Analysts LLC
Pennsylvania
– -$395K -12,160 Closed
SFP
312
Shepherd Financial Partners
Massachusetts
– -$330K -10,145 Closed
SMG
313
Smart Money Group
Texas
– -$257K -7,915 Closed
SCA
314
Stuart Chaussee & Associates
California
– -$134K -4,110 Closed
RTC
315
Riverview Trust Company
Washington
– -$115K -3,525 Closed
TWA
316
TCI Wealth Advisors
Arizona
– -$114K -3,515 Closed
Bank of Montreal
317
Bank of Montreal
Ontario, Canada
– -$88K -2,695 Closed
ClearBridge Investments
318
ClearBridge Investments
New York
– -$77K -2,384 Closed
HR
319
Howe & Rusling
New York
– -$55K -1,690 Closed
AIM
320
Advantage Investment Management
Iowa
– -$17K -526 Closed
JA
321
JOYN Advisors
Georgia
– -$6K -180 Closed
Deutsche Bank
322
Deutsche Bank
Germany
– -$1K -31 Closed
9 10 11 12
13

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.