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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
TFA
326
Teamwork Financial Advisors
Texas
$441K -$130K -2,648 -23%
AMG
327
Asset Management Group
Connecticut
$439K +$429K +8,761 New
CIAS
328
Capital Investment Advisory Services
North Carolina
$435K +$112K +2,284 +36%
KBFS
329
Kohmann Bosshard Financial Services
Ohio
$434K -$196 -4 -0%
ACM
330
Advisors Capital Management
New Jersey
$427K -$28.6K -584 -6%
RIM
331
Redwood Investment Management
Arizona
$426K +$416K +8,493 New
ABTD
332
Arvest Bank Trust Division
Oklahoma
$425K -$158K -3,217 -27%
JWCA
333
J.W. Coons Advisors
Ohio
$417K -$88.2K -1,800 -18%
DI
334
DFPG Investments
Utah
$417K +$1.37K +28 +0.3%
FNC
335
First National Corp
Massachusetts
$404K -$9.46K -193 -3%
ACI
336
Alpha Cubed Investments
California
$399K +$49 +1 +0%
SL
337
Salomon & Ludwin
Virginia
$395K +$11.9K +243 +3%
Citigroup
338
Citigroup
New York
$395K +$38.9K +793 +11%
FG
339
Fiduciary Group
Georgia
$394K -$104K -2,128 -21%
MIM
340
Moseley Investment Management
Florida
$384K -$392 -8 -0.1%
AW
341
ACG Wealth
Georgia
$371K
IWA
342
Intercontinental Wealth Advisors
Texas
$360K +$23.4K +478 +7%
MWC
343
MBM Wealth Consultants
Missouri
$354K -$980 -20 -0.3%
HIA
344
Harbor Investment Advisory
Maryland
$352K -$5.88K -120 -2%
SWA
345
Stratos Wealth Advisors
Ohio
$349K -$3.77K -77 -1%
SIAS
346
Shine Investment Advisory Services
Colorado
$349K
AIA
347
Angeles Investment Advisors
California
$348K
EGA
348
Eagle Global Advisors
Texas
$343K
KFI
349
Key Financial Inc
Pennsylvania
$341K +$20.8K +425 +7%
SCM
350
Smith Capital Management
Arkansas
$339K

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.