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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
OPS
326
Orion Portfolio Solutions
Nebraska
$583K -$113K -2,014 -16%
JGIA
327
Jackson Grant Investment Advisers
Connecticut
$578K +$1.12K +20 +0.2%
Fifth Third Bancorp
328
Fifth Third Bancorp
Ohio
$577K
DAS
329
Dynamic Advisor Solutions
Arizona
$576K +$78.3K +1,397 +16%
PA
330
PFG Advisors
Arizona
$575K -$30.1K -538 -5%
SPC
331
Sigma Planning Corp
Michigan
$574K -$23.4K -417 -4%
GW
332
GW & Wade
Massachusetts
$573K
NA
333
NewEdge Advisors
Louisiana
$569K -$52.7K -940 -9%
MCWS
334
McKinley Carter Wealth Services
West Virginia
$565K -$7.79K -139 -1%
SDAM
335
Shulman DeMeo Asset Management
New York
$555K -$4.65K -83 -0.8%
WP
336
WealthPLAN Partners
Nebraska
$555K +$141K +2,515 +37%
JWCA
337
J.W. Cole Advisors
Florida
$538K +$36.3K +648 +7%
AIP
338
Almanack Investment Partners
Pennsylvania
$538K +$535K +9,546 New
SWA
339
Stratos Wealth Advisors
Ohio
$526K -$272K -4,854 -34%
BA
340
Ballast Advisors
Minnesota
$523K -$44.5K -795 -8%
PFA
341
Pure Financial Advisors
California
$523K -$784 -14 -0.2%
V
342
Veritable
Delaware
$523K
DADC
343
D.A. Davidson & Co
Montana
$522K +$3.87K +69 +0.8%
AFP
344
Ausdal Financial Partners
Iowa
$514K -$1.12K -20 -0.2%
GT
345
Glenmede Trust
Pennsylvania
$514K
TFA
346
Teamwork Financial Advisors
Texas
$514K +$1.68K +30 +0.3%
AIC
347
Ayalon Insurance Company
Israel
$511K +$239K +4,269 +92%
CG
348
Colony Group
Massachusetts
$503K -$178K -3,171 -26%
CAMG
349
CWA Asset Management Group
Florida
$503K +$215K +3,846 +76%
AllianceBernstein
350
AllianceBernstein
Tennessee
$493K +$490K +8,744 New

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.