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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
C1AG
451
Client 1st Advisory Group
Florida
$214K -$59.9K -1,139 -23%
BPA
452
Beacon Pointe Advisors
California
$208K -$12.2K -232 -6%
FLPIM
453
F.L. Putnam Investment Management
Massachusetts
$207K +$197K +3,740 New
AP
454
Advisor Partners
California
$205K -$277K -5,271 -59%
TC
455
Trilogy Capital
California
$205K +$195K +3,706 New
GCP
456
Gill Capital Partners
Colorado
$205K +$195K +3,713 New
AFA
457
Atlanta Financial Associates
Georgia
$203K +$193K +3,671 New
PRWA
458
Platte River Wealth Advisors
Colorado
$201K +$186K +3,530 New
CWM
459
Concentric Wealth Management
California
$201K +$191K +3,644 New
PO
460
Private Ocean
California
$199K
Bank Julius Baer & Co
461
Bank Julius Baer & Co
Switzerland
$198K -$7.99M -151,997 -98%
FCA
462
FinTrust Capital Advisors
South Carolina
$190K
GI
463
Gradient Investments
Minnesota
$188K
RA
464
Reby Advisors
Connecticut
$173K +$164K +3,127 New
AWM
465
Accel Wealth Management
Iowa
$171K +$163K +3,097 New
ACA
466
Aptus Capital Advisors
Alabama
$170K +$23.6K +450 +17%
FFA
467
Freedman Financial Associates
Massachusetts
$166K +$158K +3,000 New
PCIA
468
Prime Capital Investment Advisors
Kansas
$156K -$42.5K -809 -22%
Bank of Montreal
469
Bank of Montreal
Ontario, Canada
$145K +$95.4K +1,815 +227%
CAL
470
Capital Advisors Ltd
Ohio
$144K
MAM
471
Meeder Asset Management
Ohio
$135K
AIP
472
Ameritas Investment Partners
Nebraska
$133K
TWM
473
Tradition Wealth Management
Minnesota
$121K +$115K +2,188 New
FWP
474
FAS Wealth Partners
Kansas
$113K -$9.04K -172 -8%
PA
475
Parallel Advisors
California
$107K

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.