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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
MWP
426
MYCIO Wealth Partners
Pennsylvania
-$1.12M -26,723 Closed
JWCA
427
J.W. Cole Advisors
Florida
-$1.07M -25,613 Closed
PWS
428
Paragon Wealth Strategies
Florida
-$988K -23,592 Closed
AFWM
429
AMJ Financial Wealth Management
Virginia
-$984K -23,482 Closed
RIA
430
Regal Investment Advisors
Michigan
-$763K -18,205 Closed
QWM
431
Quaker Wealth Management
New Jersey
-$761K -18,164 Closed
AWM
432
Atticus Wealth Management
Florida
-$741K -17,680 Closed
BCM
433
Brookstone Capital Management
Illinois
-$605K -14,443 Closed
CPA
434
Clear Perspective Advisors
Illinois
-$583K -13,914 Closed
MIAS
435
Mason Investment Advisory Services
Virginia
-$505K -12,046 Closed
SAM
436
Sequent Asset Management
Texas
-$488K -11,645 Closed
CCA
437
Clearwater Capital Advisors
Illinois
-$488K -11,640 Closed
PFS
438
Prospera Financial Services
Texas
-$477K -11,383 Closed
MWM
439
Moulton Wealth Management
Washington
-$458K -10,853 Closed
SDAM
440
Shulman DeMeo Asset Management
New York
-$439K -10,473 Closed
NF
441
Nikulski Financial
Iowa
-$443K -10,180 Closed
CCM
442
Coldstream Capital Management
Washington
-$370K -8,830 Closed
WAM
443
Wallington Asset Management
Indiana
-$326K -7,940 Closed
WFWM
444
Wechter Feldman Wealth Management
New Jersey
-$331K -7,908 Closed
RWA
445
Redhawk Wealth Advisors
Minnesota
-$298K -7,105 Closed
PA
446
PSI Advisors
Florida
-$285K -6,813 Closed
PFA
447
Professional Financial Advisors
Nebraska
-$271K -6,457 Closed
MAG
448
Mayfair Advisory Group
Alabama
-$267K -6,380 Closed
BWP
449
Bernardo Wealth Planning
Pennsylvania
-$251K -5,994 Closed
SI
450
Stephens Inc
Arkansas
-$246K -5,859 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.