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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
301
Citizens Financial Group
Rhode Island
$324K +$371K +9,064 New
Mercer Global Advisors
302
Mercer Global Advisors
Colorado
$318K -$83.6K -2,042 -19%
AP
303
Advisor Partners
California
$312K +$358K +8,743 New
ACM
304
Advisors Capital Management
New Jersey
$308K +$353K +8,610 New
KA
305
Kovack Advisors
Florida
$299K +$27.9K +680 +9%
WA
306
Wambolt & Associates
Colorado
$298K +$76.5K +1,868 +29%
MCWS
307
McKinley Carter Wealth Services
West Virginia
$297K -$85.7K -2,092 -20%
PA
308
PFG Advisors
Arizona
$291K -$89.5K -2,184 -23%
AF
309
Arrow Financial
New York
$291K
DADC
310
D.A. Davidson & Co
Montana
$291K
ACI
311
Alpha Cubed Investments
California
$285K -$11.2K -273 -3%
MIM
312
Moseley Investment Management
Florida
$284K -$19.4K -473 -6%
AIA
313
Angeles Investment Advisors
California
$284K
WP
314
WealthPLAN Partners
Nebraska
$284K +$285K +6,954 New
SCM
315
Smith Capital Management
Arkansas
$274K +$314K +7,665 New
GM
316
GeoWealth Management
Illinois
$274K +$314K +7,678 New
CSPIA
317
Cary Street Partners Investment Advisory
Virginia
$273K +$4.83K +118 +2%
GW
318
GW & Wade
Massachusetts
$273K +$313K +7,642 New
S
319
Surevest
California
$272K -$3.97K -97 -1%
WP
320
WealthShield Partners
North Carolina
$265K -$100K -2,448 -25%
SPC
321
Sigma Planning Corp
Michigan
$264K -$44K -1,074 -13%
SAM
322
SignalPoint Asset Management
Missouri
$258K -$1.04M -25,410 -78%
HIA
323
Harbor Investment Advisory
Maryland
$256K -$433K -10,576 -60%
SL
324
Salomon & Ludwin
Virginia
$255K +$20.6K +503 +8%
Citigroup
325
Citigroup
New York
$252K -$328K -8,011 -53%

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.