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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
LFAS
351
Level Four Advisory Services
Texas
$490K +$56.9K +1,015 +13%
ACI
352
Alpha Cubed Investments
California
$481K +$18.4K +329 +4%
CT
353
Caldwell Trust
Florida
$473K +$126K +2,255 +37%
PPP
354
Private Portfolio Partners
New Jersey
$473K +$66.9K +1,195 +17%
LFG
355
Larson Financial Group
Missouri
$458K +$89.5K +1,598 +25%
JWCA
356
J.W. Coons Advisors
Ohio
$448K -$24.1K -430 -5%
DWM
357
Dakota Wealth Management
Florida
$448K +$11.4K +203 +3%
SAG
358
Spotlight Asset Group
Illinois
$439K -$189K -3,375 -30%
KCM
359
Kennicott Capital Management
California
$437K +$435K +7,757 New
SFG
360
SageGuard Financial Group
Tennessee
$432K +$13.7K +244 +3%
MIM
361
Moseley Investment Management
Florida
$428K -$8.18K -146 -2%
SI
362
Stephens Inc
Arkansas
$426K +$58.8K +1,050 +16%
BCI
363
Brinker Capital Investments
Pennsylvania
$426K +$113K +2,024 +37%
CA
364
Cetera Advisors
Colorado
$422K +$145K +2,584 +53%
IWA
365
Intercontinental Wealth Advisors
Texas
$421K +$15.9K +284 +4%
IWC
366
Integrated Wealth Concepts
Massachusetts
$419K -$36.1K -645 -8%
QC
367
QCM Cayman
Texas
$418K -$109K -1,940 -21%
APA
368
American Portfolios Advisors
New York
$410K -$42.5K -759 -9%
MWC
369
MBM Wealth Consultants
Missouri
$408K +$4.65K +83 +1%
FG
370
Fiduciary Group
Georgia
$403K -$21.4K -382 -5%
CAM
371
Cozad Asset Management
Illinois
$403K +$1.68K +30 +0.4%
DCM
372
Donaldson Capital Management
Indiana
$395K -$61.7K -1,101 -14%
AIA
373
Angeles Investment Advisors
California
$391K
TCM
374
Tradewinds Capital Management
Washington
$384K -$19.8M -352,605 -98%
MCM
375
MAI Capital Management
Ohio
$382K -$7.84K -140 -2%

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.