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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
451
DFPG Investments
Utah
$204K -$110K -1,959 -36%
AFA
452
Atlanta Financial Associates
Georgia
$203K
PO
453
Private Ocean
California
$203K
BBPWM
454
Blue Bell Private Wealth Management
Pennsylvania
$203K +$202K +3,600 New
KTA
455
Keeley-Teton Advisors
Illinois
$203K +$202K +3,600 New
Bank Julius Baer & Co
456
Bank Julius Baer & Co
Switzerland
$201K -$1.34K -24 -0.7%
BHBT
457
Burke & Herbert Bank & Trust
Virginia
$201K +$200K +3,564 New
FCA
458
FinTrust Capital Advisors
South Carolina
$194K
AWM
459
Accel Wealth Management
Iowa
$175K +$56 +1 +0%
ACA
460
Aptus Capital Advisors
Alabama
$171K -$2.75K -49 -2%
FFA
461
Freedman Financial Associates
Massachusetts
$169K
CAL
462
Capital Advisors Ltd
Ohio
$147K
MAM
463
Meeder Asset Management
Ohio
$137K
AIP
464
Ameritas Investment Partners
Nebraska
$135K
Bank of Montreal
465
Bank of Montreal
Ontario, Canada
$125K -$28K -500 -19%
TFGT
466
TS Financial Group (TSFG)
Illinois
$124K +$82K +1,463 +199%
TRCT
467
Tower Research Capital (TRC)
New York
$120K -$180K -3,219 -60%
JFGIW
468
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$116K +$115K +2,059 New
FWP
469
FAS Wealth Partners
Kansas
$115K
PA
470
Parallel Advisors
California
$109K
OSNBOA
471
Old Second National Bank of Aurora
Illinois
$106K -$1.29K -23 -1%
TCWM
472
Total Clarity Wealth Management
Illinois
$106K +$106K +1,887 New
PWMG
473
Prestige Wealth Management Group
New Jersey
$102K
PCG
474
Private Capital Group
Connecticut
$101K
AIM
475
Acropolis Investment Management
Missouri
$101K +$101K +1,798 New

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.