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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
MAM
376
Marquette Asset Management
Minnesota
$59K
ST
377
Smithfield Trust
Pennsylvania
$48K
AssetMark Inc
378
AssetMark Inc
California
$47K -$17.3M -422,832 -100%
AC
379
AlphaCore Capital
California
$40K +$45.4K +1,108 New
BW
380
Bison Wealth
Georgia
$35K
LWA
381
Lowe Wealth Advisors
Maryland
$35K +$983 +24 +3%
William Blair & Company
382
William Blair & Company
Illinois
$34K +$38.6K +942 New
AAP
383
Arax Advisory Partners
Colorado
$33K +$37.9K +926 New
MIM
384
Macroview Investment Management
Maryland
$32K -$166K -4,054 -82%
PA
385
Procyon Advisors
Connecticut
$29K +$8.93K +218 +37%
RCA
386
Ranch Capital Advisors
Florida
$28K -$5.12K -125 -14%
GSWM
387
Golden State Wealth Management
California
$28K +$32.6K +796 New
DSC
388
Duncker Streett & Co
Missouri
$27K
EWM
389
EPG Wealth Management
Georgia
$26K
Simplex Trading
390
Simplex Trading
Illinois
$25K -$74.2K -1,811 -72%
SFS
391
Sowell Financial Services
Arkansas
$25K -$13.8K -336 -33%
SL
392
Savior LLC
Massachusetts
$25K +$328 +8 +1%
CHA
393
Carmichael Hill & Associates
Maryland
$24K
FANJ
394
Financial Architects (New Jersey)
New Jersey
$24K
CFA
395
Carroll Financial Associates
North Carolina
$16K +$41 +1 +0.2%
FHA
396
First Horizon Advisors
Tennessee
$15K +$11.3K +275 +160%
AIC
397
Ayalon Insurance Company
Israel
$15K +$17.4K +426 +4,260%
PFO
398
Pathstone Family Office
New Jersey
$15K +$17.6K +430 New
JWM
399
Janiczek Wealth Management
Colorado
$12K
PCFFS
400
Pacific Center for Financial Services
California
$12K +$41 +1 +0.3%

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.