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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
SBIA
376
Sheaff Brock Investment Advisors
Indiana
$276K -$55.1K -1,125 -17%
OPA
377
Old Port Advisors
Maine
$273K +$2.06K +42 +0.8%
C1AG
378
Client 1st Advisory Group
Florida
$266K -$132K -2,685 -35%
FFA
379
Fragasso Financial Advisors
Pennsylvania
$266K +$260K +5,312 New
DL
380
DOHJ LLC
Washington
$261K +$539 +11 +0.2%
BCI
381
Brinker Capital Investments
Pennsylvania
$258K +$5.83K +119 +2%
AFM
382
Abbot Financial Management
Massachusetts
$256K
RWM
383
RBA Wealth Management
California
$255K -$39.2K -800 -14%
CAMG
384
CWA Asset Management Group
Florida
$254K +$249K +5,073 New
FI
385
Financial Insights
Washington
$251K +$218K +4,451 +811%
S
386
SignatureFD
Georgia
$245K -$62.5K -1,275 -21%
HNB
387
Huntington National Bank
Ohio
$244K
SAM
388
SignalPoint Asset Management
Missouri
$242K -$72.3K -1,476 -23%
LS
389
Leelyn Smith
Illinois
$241K -$25.7K -524 -10%
ANTB
390
AMG National Trust Bank
Colorado
$241K
SCG
391
Sonata Capital Group
Washington
$239K
LWS
392
Lucia Wealth Services
California
$231K
PFA
393
Paradigm Financial Advisors
Missouri
$231K
EWA
394
EP Wealth Advisors
California
$230K +$225K +4,590 New
CA
395
Calton & Associates
Florida
$229K +$98 +2 +0%
AFWM
396
AMJ Financial Wealth Management
Virginia
$229K +$224K +4,561 New
RFC
397
Regions Financial Corp
Alabama
$225K +$221K +4,500 New
Fifth Third Bancorp
398
Fifth Third Bancorp
Ohio
$224K
SAM
399
Strategy Asset Managers
California
$222K +$217K +4,436 New
RWA
400
Redhawk Wealth Advisors
Minnesota
$219K -$47.2K -963 -18%

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.