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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
JWBC
351
John W. Brooker & Co
California
$203K
NWP
352
Northstar Wealth Partners
Connecticut
$203K +$233K +5,695 New
LAS
353
Lloyd Advisory Services
Georgia
$185K +$146K +3,563 +221%
ASN
354
Advisory Services Network
Georgia
$165K +$69.9K +1,706 +59%
LWS
355
Lucia Wealth Services
California
$165K +$118K +2,876 +166%
KFI
356
Key Financial Inc
Pennsylvania
$163K +$184K +4,490 New
PCIA
357
Prime Capital Investment Advisors
Kansas
$141K +$51K +1,246 +46%
SWA
358
Stratos Wealth Advisors
Ohio
$127K +$145K +3,545 New
JAWM
359
J. Arnold Wealth Management
Ohio
$120K -$615K -15,023 -82%
S
360
SignatureFD
Georgia
$117K -$175K -4,280 -57%
FGAM
361
Financial Gravity Asset Management
Texas
$108K +$615K +15,010 +18%
CFD
362
Creative Financial Designs
Indiana
$106K -$35.6K -869 -23%
GEA
363
Glen Eagle Advisors
New Jersey
$101K -$15.8K -385 -12%
ACA
364
Aptus Capital Advisors
Alabama
$96K +$655 +16 +0.6%
CAL
365
Capital Advisors Ltd
Ohio
$93K -$6.14K -150 -5%
AIP
366
Ameritas Investment Partners
Nebraska
$86K -$1.23K -30 -1%
AA
367
AlphaMark Advisors
Kentucky
$77K -$2.05K -50 -2%
EWP
368
Engrave Wealth Partners
Texas
$77K
Fifth Third Bancorp
369
Fifth Third Bancorp
Ohio
$76K -$50.5K -1,234 -37%
OSNBOA
370
Old Second National Bank of Aurora
Illinois
$70K
PA
371
Parallel Advisors
California
$69K
PCG
372
Private Capital Group
Connecticut
$64K
RFM
373
Royal Fund Management
Florida
$62K -$4.47M -109,089 -98%
FRA
374
Front Row Advisors
California
$60K
VFA
375
Valeo Financial Advisors
Indiana
$60K +$64.4K +1,572 New

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.