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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
Fisher Asset Management
401
Fisher Asset Management
Washington
$296K +$281K +5,350 New
TRCT
402
Tower Research Capital (TRC)
New York
$295K +$279K +5,307 +15,609%
DL
403
DOHJ LLC
Washington
$285K +$631 +12 +0.2%
FFN
404
Focus Financial Network
Minnesota
$285K -$27.1K -516 -9%
CPA
405
Clear Perspective Advisors
Illinois
$283K +$8.41K +160 +3%
GEA
406
Glen Eagle Advisors
New Jersey
$283K +$134K +2,542 +99%
AFM
407
Abbot Financial Management
Massachusetts
$282K
RWM
408
RBA Wealth Management
California
$282K
EWA
409
EP Wealth Advisors
California
$282K +$27.1K +515 +11%
S
410
SignatureFD
Georgia
$281K +$10K +191 +4%
CCM
411
Condor Capital Management
New Jersey
$280K -$1.53M -29,051 -85%
CAMG
412
CWA Asset Management Group
Florida
$280K
SAM
413
SignalPoint Asset Management
Missouri
$278K +$11.1K +211 +4%
SA
414
Shilanski & Associates
Alaska
$277K -$5.26M -100,175 -95%
FI
415
Financial Insights
Washington
$276K
OPA
416
Old Port Advisors
Maine
$273K -$23.4K -445 -8%
CA
417
Cetera Advisors
Colorado
$271K -$43.5K -827 -14%
HNB
418
Huntington National Bank
Ohio
$269K
NEWAS
419
N.E.W. Advisory Services
Wisconsin
$269K +$256K +4,869 New
LS
420
Leelyn Smith
Illinois
$267K +$368 +7 +0.1%
ANTB
421
AMG National Trust Bank
Colorado
$265K
SCG
422
Sonata Capital Group
Washington
$264K
HVIA
423
Hudson Valley Investment Advisors
New York
$263K +$250K +4,756 New
PWG
424
Private Wealth Group
Florida
$259K +$32.5K +618 +15%
FT
425
Fiduciary Trust
Massachusetts
$258K +$245K +4,658 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.