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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
CG
326
Colony Group
Massachusetts
$669K
CCA
327
Cadent Capital Advisors
Oklahoma
$643K +$611K +11,630 New
WP
328
WealthSource Partners
California
$625K +$594K +11,296 New
SAG
329
Spotlight Asset Group
Illinois
$617K
MA
330
Mutual Advisors
Nebraska
$613K +$6.41K +122 +1%
NS
331
Newman & Schimel
Illinois
$612K +$581K +11,062 New
NA
332
NewEdge Advisors
Louisiana
$610K -$59.1K -1,125 -9%
PA
333
PFG Advisors
Arizona
$594K -$841 -16 -0.1%
SPC
334
Sigma Planning Corp
Michigan
$585K +$72.7K +1,383 +15%
JGIA
335
Jackson Grant Investment Advisers
Connecticut
$566K +$1.26K +24 +0.2%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$566K +$303K +5,768 +129%
GW
337
GW & Wade
Massachusetts
$562K
KFI
338
Key Financial Inc
Pennsylvania
$561K +$175K +3,338 +49%
MCWS
339
McKinley Carter Wealth Services
West Virginia
$561K +$533K +10,145 New
BA
340
Ballast Advisors
Minnesota
$557K -$4.94K -94 -0.9%
SDAM
341
Shulman DeMeo Asset Management
New York
$548K +$105 +2 +0%
SPIA
342
Steward Partners Investment Advisory
New York
$540K -$31.5K -600 -6%
QC
343
QCM Cayman
Texas
$517K +$491K +9,346 New
PFA
344
Pure Financial Advisors
California
$514K -$61.4K -1,169 -11%
V
345
Veritable
Delaware
$513K +$487K +9,270 New
DADC
346
D.A. Davidson & Co
Montana
$508K -$43.4K -825 -8%
AFP
347
Ausdal Financial Partners
Iowa
$505K -$99.4K -1,892 -17%
GT
348
Glenmede Trust
Pennsylvania
$504K -$3.15K -60 -0.7%
RCA
349
Resonant Capital Advisors
Wisconsin
$502K
TFA
350
Teamwork Financial Advisors
Texas
$502K +$15.4K +293 +3%

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.