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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
CIAS
301
Capital Investment Advisory Services
North Carolina
$821K +$325K +6,179 +71%
MP
302
McDonald Partners
Ohio
$813K +$773K +14,709 New
AWS
303
Arkfeld Wealth Strategies
Nebraska
$807K +$19.8K +377 +3%
BC
304
Brio Consultants
California
$805K -$910K -17,322 -54%
CAS
305
Coppell Advisory Solutions
Texas
$799K +$760K +14,459 New
BA
306
Bristlecone Advisors
Washington
$796K +$449K +8,553 +146%
TW
307
Towerpoint Wealth
California
$792K +$9.3K +177 +1%
SWA
308
Stratos Wealth Advisors
Ohio
$784K +$380K +7,222 +104%
SFG
309
Sovereign Financial Group
Connecticut
$769K +$731K +13,907 New
9WM
310
9258 Wealth Management
Ohio
$763K
GWSG
311
GPS Wealth Strategies Group
Colorado
$744K +$80.7K +1,535 +13%
FTUS
312
Flow Traders U.S.
New York
$736K -$1.01M -19,167 -59%
FNBOO
313
First National Bank of Omaha
Nebraska
$731K
ICG
314
InterOcean Capital Group
Tennessee
$730K +$694K +13,200 New
Northwestern Mutual Wealth Management
315
Northwestern Mutual Wealth Management
Wisconsin
$728K +$23.6K +449 +4%
BWM
316
BT Wealth Management
Georgia
$722K
BSAM
317
Blue Sky Asset Management
Colorado
$717K -$786K -14,961 -54%
ISWM
318
Independent Solutions Wealth Management
New York
$709K -$42.2K -803 -6%
IF
319
Intrua Financial
Texas
$707K +$18K +342 +3%
MSFS
320
Main Street Financial Solutions
Pennsylvania
$704K +$669K +12,732 New
Mercer Global Advisors
321
Mercer Global Advisors
Colorado
$692K -$177K -3,363 -21%
PMFA
322
Plante Moran Financial Advisors
Michigan
$684K -$15.1K -288 -2%
OPS
323
Orion Portfolio Solutions
Nebraska
$683K -$54.1M -1,029,278 -99%
SS
324
Sunbelt Securities
Texas
$675K +$32.8K +624 +5%
WPW
325
Waldron Private Wealth
Pennsylvania
$672K +$23.8K +452 +4%

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.