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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
TFA
326
Teamwork Financial Advisors
Texas
$251K +$288K +7,030 New
SIAS
327
Shine Investment Advisory Services
Colorado
$249K
FC
328
Fusion Capital
South Carolina
$240K -$77.3K -1,887 -22%
SBIA
329
Sheaff Brock Investment Advisors
Indiana
$237K +$272K +6,642 New
ACP
330
Aveo Capital Partners
Colorado
$236K -$407K -9,925 -60%
CT
331
Caldwell Trust
Florida
$233K +$100K +2,447 +60%
TRCT
332
Tower Research Capital (TRC)
New York
$233K +$266K +6,495 New
Comerica Bank
333
Comerica Bank
Texas
$231K -$15.4K -376 -6%
CA
334
Calton & Associates
Florida
$226K -$16.3K -398 -6%
BFG
335
Barber Financial Group
Kansas
$225K -$3.33M -81,398 -93%
CIAS
336
Capital Investment Advisory Services
North Carolina
$225K -$1.14M -27,848 -82%
Bank Julius Baer & Co
337
Bank Julius Baer & Co
Switzerland
$225K +$258K +6,294 New
EB
338
Eastern Bank
Massachusetts
$224K
FFN
339
Focus Financial Network
Minnesota
$223K +$14.6K +356 +6%
CAL
340
Capital Analysts LLC
Pennsylvania
$222K +$942 +23 +0.4%
FNC
341
First National Corp
Massachusetts
$218K -$1.07M -26,242 -83%
RFN
342
RDA Financial Network
Iowa
$218K -$262K -6,397 -51%
RPG
343
Resource Planning Group
Georgia
$218K
TYCC
344
Texas Yale Capital Corp
Florida
$217K -$123K -3,000 -33%
JIC
345
Johnson Investment Counsel
Ohio
$217K -$62.4K -1,523 -20%
CAAS
346
Capital Asset Advisory Services
Michigan
$217K +$88.9K +2,170 +68%
JFA
347
Johanson Financial Advisors
California
$212K -$9.85M -240,453 -98%
RWM
348
RBA Wealth Management
California
$211K
RIA
349
Realta Investment Advisors
Delaware
$209K -$508K -12,394 -68%
HNB
350
Huntington National Bank
Ohio
$203K

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.