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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
CCM
401
Covington Capital Management
California
$11K
FWP
402
FAS Wealth Partners
Kansas
$11K
WAS
403
Winch Advisory Services
Wisconsin
$9K -$1.27K -31 -11%
WCG
404
Weaver Consulting Group
California
$8K
DWM
405
Darwin Wealth Management
Florida
$8K +$9.58K +234 New
LS
406
Leelyn Smith
Illinois
$7K -$349K -8,520 -97%
TWA
407
TCI Wealth Advisors
Arizona
$7K +$41 +1 +0.5%
TFGT
408
TS Financial Group (TSFG)
Illinois
$5K
WLPWM
409
Walled Lake Planning & Wealth Management
Illinois
$5K +$5.73K +140 New
JCM
410
Jacobi Capital Management
Pennsylvania
$4K -$69.8K -1,703 -94%
SIAP
411
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4K -$2.58K -63 -32%
CG
412
Cutler Group
California
$3K -$205K -5,000 -98%
MF
413
Manchester Financial
California
$3K +$3.28K +80 New
LWANC
414
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
AIS
415
Accurate Investment Solutions
Pennsylvania
$1K
CCMW
416
Cypress Capital Management (Wyoming)
Wyoming
$1K
LFG
417
Larson Financial Group
Missouri
$1K +$1.19K +29 New
VBFP
418
Valtinson Bruner Financial Planning
Minnesota
-$5.62M -132,530 Closed
TCWM
419
Total Clarity Wealth Management
Illinois
-$5.21M -124,303 Closed
SRSA
420
S.R. Schill & Associates
Washington
-$5.2M -123,952 Closed
CWM
421
CMH Wealth Management
New Hampshire
-$5.14M -122,675 Closed
SAM
422
Stringer Asset Management
Tennessee
-$3.9M -93,003 Closed
LI
423
LVZ Inc
Michigan
-$1.61M -38,472 Closed
ACG
424
Allen Capital Group
Nebraska
-$1.31M -31,275 Closed
Fisher Asset Management
425
Fisher Asset Management
Washington
-$1.28M -30,509 Closed

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.