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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
TC
451
Truvestments Capital
Florida
-$241K -5,745 Closed
Millennium Management
452
Millennium Management
New York
-$213K -5,086 Closed
AFM
453
Abbot Financial Management
Massachusetts
-$210K -5,000 Closed
FI
454
Financial Insights
Washington
-$210K -5,000 Closed
DL
455
DOHJ LLC
Washington
-$206K -4,908 Closed
BAC
456
Boys Arnold & Co
North Carolina
-$201K -4,800 Closed
BCI
457
Brinker Capital Investments
Pennsylvania
-$144K -3,432 Closed
BSG
458
Black Swift Group
Colorado
-$104K -2,475 Closed
IBOK
459
Independence Bank of Kentucky
Kentucky
-$89K -2,116 Closed
IFWM
460
Institute for Wealth Management
Colorado
-$67K -1,601 Closed
BWA
461
BDO Wealth Advisors
Florida
-$65K -1,551 Closed
ACM
462
Allred Capital Management
Texas
-$64.3K -1,534 Closed
BRC
463
Bell Rock Capital
Delaware
-$39K -953 Closed
APW
464
Acima Private Wealth
Virginia
-$34K -801 Closed
HWM
465
Howard Wealth Management
Connecticut
-$21K -504 Closed
PO
466
Private Ocean
California
-$18K -421 Closed
SBL
467
Sargent Bickham Lagudis
Colorado
-$15K -361 Closed
MAM
468
Meeder Asset Management
Ohio
-$8K -189 Closed
CL
469
Cabana LLC
Arkansas
-$8K -185 Closed
Bessemer Group
470
Bessemer Group
New Jersey
-$8K -180 Closed
MD
471
Money Design
Japan
-$4K -95 Closed
EWM
472
Edge Wealth Management
New York
-$1K -12 Closed
WOC
473
West Oak Capital
California
+$41 +1 New

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.