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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
PCG
426
Private Capital Group
Connecticut
$89K
MAM
427
Marquette Asset Management
Minnesota
$82K
PP
428
Paloma Partners
Connecticut
$82K
RIM
429
Rockbridge Investment Management
New York
$73K
FRA
430
Front Row Advisors
California
$70K -$2.45K -50 -4%
ST
431
Smithfield Trust
Pennsylvania
$68K
CCM
432
Cribstone Capital Management
Maine
$67K -$187K -3,809 -74%
FHC
433
First Horizon Corporation
Tennessee
$66K +$64.8K +1,322 New
PFS
434
Prospera Financial Services
Texas
$64K +$62.7K +1,280 New
BW
435
Bison Wealth
Georgia
$61K
AIC
436
Ayalon Insurance Company
Israel
$61K +$22.8K +465 +62%
PFA
437
Professional Financial Advisors
Nebraska
$54K +$54.6K +1,114 New
LFG
438
Larson Financial Group
Missouri
$53K +$50.1K +1,022 +3,524%
JAWM
439
J. Arnold Wealth Management
Ohio
$50K
LWA
440
Lowe Wealth Advisors
Maryland
$50K +$980 +20 +2%
BCWM
441
Bartlett & Co Wealth Management
Ohio
$41.3K +$40.4K +825 New
BC
442
Bartlett & Co
Ohio
$41K +$40.4K +825 New
Bank of Montreal
443
Bank of Montreal
Ontario, Canada
$40K +$39.2K +800 New
CAPTRUST Financial Advisors
444
CAPTRUST Financial Advisors
North Carolina
$38K -$505K -10,300 -93%
DSC
445
Duncker Streett & Co
Missouri
$38K
TFGT
446
TS Financial Group (TSFG)
Illinois
$37K +$11.6K +236 +47%
SL
447
Savior LLC
Massachusetts
$35K
MIM
448
Macroview Investment Management
Maryland
$32K -$12.4K -254 -28%
RCA
449
Ranch Capital Advisors
Florida
$32K
CHA
450
Carmichael Hill & Associates
Maryland
$26K -$2.99K -61 -11%

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.