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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
301
Ausdal Financial Partners
Iowa
$553K +$8.72K +178 +2%
MA
302
Mutual Advisors
Nebraska
$550K -$186K -3,795 -26%
LFG
303
LifePlan Financial Group
Ohio
$546K -$22.2K -452 -4%
PA
304
PFG Advisors
Arizona
$546K +$142K +2,890 +37%
TSS
305
Two Sigma Securities
New York
$526K +$12.5K +256 +2%
PFA
306
Pure Financial Advisors
California
$524K -$15.7K -321 -3%
SPIA
307
Steward Partners Investment Advisory
New York
$520K +$39.6K +808 +8%
JWCA
308
J.W. Cole Advisors
Florida
$519K -$60.3K -1,231 -11%
JGIA
309
Jackson Grant Investment Advisers
Connecticut
$511K +$1.13K +23 +0.2%
GW
310
GW & Wade
Massachusetts
$509K
BA
311
Ballast Advisors
Minnesota
$509K +$3.68K +75 +0.7%
DADC
312
D.A. Davidson & Co
Montana
$502K -$40.9K -835 -8%
SDAM
313
Shulman DeMeo Asset Management
New York
$497K +$882 +18 +0.2%
ASN
314
Advisory Services Network
Georgia
$490K -$5.1K -104 -1%
EFS
315
Essex Financial Services
Connecticut
$490K +$479K +9,779 New
LFAS
316
Level Four Advisory Services
Texas
$470K -$256K -5,227 -36%
SPC
317
Sigma Planning Corp
Michigan
$461K -$7.5K -153 -2%
GT
318
Glenmede Trust
Pennsylvania
$460K +$2.94K +60 +0.7%
RCA
319
Resonant Capital Advisors
Wisconsin
$455K
SC
320
Savant Capital
Illinois
$454K -$27.4K -560 -6%
DWM
321
Dakota Wealth Management
Florida
$453K -$72.6K -1,482 -14%
KCPG
322
Kavar Capital Partners Group
Kansas
$452K -$94.8K -1,935 -18%
GTAM
323
Global Trust Asset Management
Florida
$451K +$212K +4,320 +94%
AP
324
Advisor Partners
California
$447K +$23.2K +474 +6%
CAM
325
Concorde Asset Management
Michigan
$443K -$154K -3,138 -26%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.