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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
SC
351
Savant Capital
Illinois
$499K -$2.1K -40 -0.4%
KCPG
352
Kavar Capital Partners Group
Kansas
$499K
JWCA
353
J.W. Cole Advisors
Florida
$491K -$76.9K -1,463 -14%
DAS
354
Dynamic Advisor Solutions
Arizona
$488K -$519K -9,869 -53%
CAPTRUST Financial Advisors
355
CAPTRUST Financial Advisors
North Carolina
$470K +$407K +7,753 +1,039%
ABTD
356
Arvest Bank Trust Division
Oklahoma
$469K
GTAM
357
Global Trust Asset Management
Florida
$462K -$30.3K -576 -6%
JWCA
358
J.W. Coons Advisors
Ohio
$460K +$1.05K +20 +0.2%
ACI
359
Alpha Cubed Investments
California
$454K +$13.2K +251 +3%
DCM
360
Donaldson Capital Management
Indiana
$448K +$94.3K +1,794 +28%
IWC
361
Integrated Wealth Concepts
Massachusetts
$446K -$551K -10,488 -57%
APA
362
American Portfolios Advisors
New York
$443K -$5.66M -107,628 -93%
SL
363
Salomon & Ludwin
Virginia
$435K -$946 -18 -0.2%
DWM
364
Dakota Wealth Management
Florida
$428K -$68.1K -1,295 -14%
MIM
365
Moseley Investment Management
Florida
$428K +$4.57K +87 +1%
LFAS
366
Level Four Advisory Services
Texas
$424K -$90.1K -1,714 -18%
BI
367
Ballast Inc
Kentucky
$415K -$2.9M -55,159 -88%
FG
368
Fiduciary Group
Georgia
$410K -$41.3K -785 -10%
AW
369
ACG Wealth
Georgia
$409K
MGWM
370
Marks Group Wealth Management
Minnesota
$409K +$389K +7,398 New
ROC
371
Running Oak Capital
Minnesota
$409K +$389K +7,398 New
SFG
372
SageGuard Financial Group
Tennessee
$408K +$388K +7,381 New
PPP
373
Private Portfolio Partners
New Jersey
$397K +$156K +2,970 +70%
IWA
374
Intercontinental Wealth Advisors
Texas
$397K -$315 -6 -0.1%
MWC
375
MBM Wealth Consultants
Missouri
$397K +$5.1K +97 +1%

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.