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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
PC
301
Permanens Capital
New York
$771K -$338K -6,037 -31%
SC
302
Savant Capital
Illinois
$751K +$240K +4,285 +47%
GWSG
303
GPS Wealth Strategies Group
Colorado
$750K -$7.9K -141 -1%
ICG
304
InterOcean Capital Group
Tennessee
$744K
TW
305
Towerpoint Wealth
California
$743K -$64.5K -1,151 -8%
CAC
306
Certified Advisory Corp
Florida
$743K +$738K +13,178 New
MA
307
Mutual Advisors
Nebraska
$735K +$109K +1,948 +18%
MSFS
308
Main Street Financial Solutions
Pennsylvania
$723K +$4.76K +85 +0.7%
CW
309
CreativeOne Wealth
Kansas
$712K +$707K +12,621 New
BC
310
Burleson & Co
California
$708K -$701K -12,517 -50%
Northwestern Mutual Wealth Management
311
Northwestern Mutual Wealth Management
Wisconsin
$708K -$34.7K -619 -5%
WPW
312
Waldron Private Wealth
Pennsylvania
$701K +$15.2K +271 +2%
SS
313
Sunbelt Securities
Texas
$697K +$8.68K +155 +1%
PMFA
314
Plante Moran Financial Advisors
Michigan
$688K -$9.47K -169 -1%
BWM
315
BT Wealth Management
Georgia
$660K -$76.4K -1,363 -10%
CCA
316
Cadent Capital Advisors
Oklahoma
$657K +$1.34K +24 +0.2%
GI
317
Gradient Investments
Minnesota
$647K +$432K +7,715 +206%
FNBOO
318
First National Bank of Omaha
Nebraska
$643K -$102K -1,815 -14%
M1FG
319
Mach-1 Financial Group
Arkansas
$638K -$14.1M -252,017 -96%
NS
320
Newman & Schimel
Illinois
$635K +$10.6K +190 +2%
SPIA
321
Steward Partners Investment Advisory
New York
$620K +$69K +1,231 +13%
EFS
322
Essex Financial Services
Connecticut
$620K +$382K +6,821 +164%
Citigroup
323
Citigroup
New York
$613K -$241K -4,307 -28%
SL
324
Salomon & Ludwin
Virginia
$598K +$153K +2,738 +35%
ISWM
325
Independent Solutions Wealth Management
New York
$597K -$125K -2,236 -17%

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.