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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
WP
376
WealthPLAN Partners
Nebraska
$393K +$36.8K +700 +11%
CAM
377
Cozad Asset Management
Illinois
$393K +$374K +7,115 New
AIA
378
Angeles Investment Advisors
California
$384K
MCM
379
MAI Capital Management
Ohio
$382K +$364K +6,917 New
Northern Trust
380
Northern Trust
Illinois
$373K +$7.2K +137 +2%
AF
381
Arrow Financial
New York
$368K
EGA
382
Eagle Global Advisors
Texas
$363K -$14.2K -270 -4%
LFG
383
Larson Financial Group
Missouri
$361K +$288K +5,471 +521%
SI
384
Stephens Inc
Arkansas
$359K +$42.2K +803 +14%
CBFP
385
Cedar Brook Financial Partners
Ohio
$353K -$1.91M -36,359 -85%
LSA
386
Lion Street Advisors
Texas
$347K -$1M -19,107 -73%
BBNA
387
Bremer Bank National Association
Minnesota
$347K
CT
388
Caldwell Trust
Florida
$339K +$1.84K +35 +0.6%
FC
389
Fusion Capital
South Carolina
$336K -$12.1K -231 -4%
JWBC
390
John W. Brooker & Co
California
$336K -$788 -15 -0.2%
TYCC
391
Texas Yale Capital Corp
Florida
$336K
RFN
392
RDA Financial Network
Iowa
$334K +$473 +9 +0.1%
SF
393
Synovus Financial
Georgia
$333K +$53 +1 +0%
LW
394
Linscomb Wealth
Texas
$328K +$998 +19 +0.3%
IFG
395
Independent Financial Group
California
$310K
DI
396
DFPG Investments
Utah
$306K -$146K -2,769 -34%
FFA
397
Fragasso Financial Advisors
Pennsylvania
$306K +$11.9K +227 +4%
BCI
398
Brinker Capital Investments
Pennsylvania
$306K +$20.1K +382 +7%
SBIA
399
Sheaff Brock Investment Advisors
Indiana
$305K
EA
400
Eclectic Associates
California
$298K +$283K +5,382 New

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.