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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
AIC
426
Ayalon Insurance Company
Israel
$257K +$181K +3,444 +284%
RWA
427
Redhawk Wealth Advisors
Minnesota
$256K +$14K +267 +6%
PFA
428
Paradigm Financial Advisors
Missouri
$255K
WAM
429
Wallington Asset Management
Indiana
$254K -$72K -1,370 -23%
WP
430
WealthShield Partners
North Carolina
$254K +$45.1K +859 +23%
CA
431
Calton & Associates
Florida
$253K +$105 +2 +0%
LAS
432
Lloyd Advisory Services
Georgia
$253K +$24.2K +460 +11%
ATPW
433
Ashton Thomas Private Wealth
Arizona
$252K +$240K +4,558 New
PMG
434
ProVise Management Group
Florida
$247K +$234K +4,461 New
TI
435
Trexquant Investment
Connecticut
$245K -$1.89M -36,030 -89%
SAM
436
Strategy Asset Managers
California
$245K
SMG
437
Spectrum Management Group
Indiana
$244K -$2.21M -42,055 -90%
TVAMP
438
Tennessee Valley Asset Management Partners
Tennessee
$242K +$230K +4,380 New
CGFA
439
Colton Groome Financial Advisors
North Carolina
$233K +$4.31K +82 +2%
FNC
440
First National Corp
Massachusetts
$232K -$100K -1,909 -31%
PCA
441
Personal Capital Advisors
California
$232K +$220K +4,190 New
QCG
442
Quadrant Capital Group
Ohio
$231K +$220K +4,182 New
DA
443
Detalus Advisors
Missouri
$231K +$220K +4,183 New
BI
444
Berkeley Inc
Idaho
$230K +$219K +4,162 New
EFS
445
Essex Financial Services
Connecticut
$230K -$295K -5,612 -57%
TSS
446
Two Sigma Securities
New York
$229K -$335K -6,366 -61%
SIC
447
Samalin Investment Counsel
New York
$226K +$214K +4,080 New
LJAC
448
L.J. Altfest & Co
New York
$223K +$212K +4,033 New
STA
449
Summit Trail Advisors
New York
$221K
MAS
450
Madden Advisory Services
Florida
$218K +$207K +3,943 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.