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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
PWP
351
Personal Wealth Partners
Minnesota
$338K +$331K +6,753 New
AF
352
Arrow Financial
New York
$333K
Northern Trust
353
Northern Trust
Illinois
$331K -$16.3K -333 -5%
WP
354
WealthPLAN Partners
Nebraska
$321K -$39.6K -807 -12%
CG
355
Cutler Group
California
$321K +$222K +4,523 +238%
DCM
356
Donaldson Capital Management
Indiana
$317K +$310K +6,317 New
CAS
357
Cascadia Advisory Services
Oregon
$316K -$58.7K -1,198 -16%
FC
358
Fusion Capital
South Carolina
$316K -$11K -224 -3%
BBNA
359
Bremer Bank National Association
Minnesota
$315K +$6.27K +128 +2%
EB
360
Eastern Bank
Massachusetts
$314K
CT
361
Caldwell Trust
Florida
$305K -$17.4K -356 -6%
TYCC
362
Texas Yale Capital Corp
Florida
$305K
JWBC
363
John W. Brooker & Co
California
$305K +$19.6K +400 +7%
RFN
364
RDA Financial Network
Iowa
$302K +$24.5K +500 +9%
SF
365
Synovus Financial
Georgia
$302K +$43.7K +892 +17%
WAM
366
Wallington Asset Management
Indiana
$299K +$292K +5,960 New
LW
367
Linscomb Wealth
Texas
$296K -$273K -5,576 -49%
BCM
368
Brookstone Capital Management
Illinois
$296K +$290K +5,916 New
BA
369
Bristlecone Advisors
Washington
$293K +$287K +5,845 New
CA
370
Cetera Advisors
Colorado
$287K -$77K -1,570 -22%
SI
371
Stephens Inc
Arkansas
$286K +$20.8K +424 +8%
FFN
372
Focus Financial Network
Minnesota
$284K -$19.9K -405 -7%
IFG
373
Independent Financial Group
California
$281K +$9.12K +186 +3%
FMWA
374
Forvis Mazars Wealth Advisors
Missouri
$278K +$272K +5,546 New
ACP
375
Aveo Capital Partners
Colorado
$277K +$271K +5,534 New

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.