We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

58 hedge funds and large institutions have $250M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

24% more capital invested

Capital invested by funds: $202M → $250M (+$48.4M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 57 → 58 (+1)

1% more ownership

Funds ownership: 165.98% → 166.98% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
58
Holders Change
+1
Holders Change %
+1.75%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
7
Increased
27
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$37M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.87M
3
RJA
Raymond James & Associates
Florida
+$3.33M
4
UBS Group
UBS Group
Switzerland
+$2.54M
5
Wells Fargo
Wells Fargo
California
+$973K

Top Sellers

Rank Fund Capital Flow
1
FIM
Freedom Investment Management
Connecticut
-$18.7M
2
Goldman Sachs
Goldman Sachs
New York
-$10.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.47M
4
Morgan Stanley
Morgan Stanley
New York
-$1.34M
5
SG Americas Securities
SG Americas Securities
New York
-$1.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Private Trust Company
Ohio
$618K – – –
AFP
27
Ausdal Financial Partners
Iowa
$610K +$612K +24,352 New
HFS
28
HL Financial Services
Kentucky
$565K +$7.54K +300 +1%
AI
29
Atria Investments
North Carolina
$507K +$542K +21,532 New
LIA
30
LBMC Investment Advisors
Tennessee
$452K +$1.41K +56 +0.3%
Creative Planning
31
Creative Planning
Kansas
$406K +$1.21K +48 +0.3%
MFS
32
MSI Financial Services
Massachusetts
$306K +$282K +11,224 +1,150%
GT
33
Glenmede Trust
Pennsylvania
$278K – – –
SWP
34
Stratos Wealth Partners
Ohio
$234K – – –
GA
35
Geneva Advisors
Illinois
$232K – – –
AEPG
36
American Economic Planning Group
New Jersey
$229K +$1.01K +40 +0.4%
SG Americas Securities
37
SG Americas Securities
New York
$200K -$1.27M -50,408 -86%
CA
38
Cetera Advisors
Colorado
$200K +$201K +7,988 New
IA
39
IFP Advisors
Florida
$200K +$201K +7,996 New
AIG
40
American International Group
New York
$178K +$57.4K +2,284 +47%
AIP
41
Ameritas Investment Partners
Nebraska
$160K – – –
HNB
42
Huntington National Bank
Ohio
$124K – – –
BBPWM
43
Blue Bell Private Wealth Management
Pennsylvania
$90K – – –
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$83K +$101 +4 +0.1%
Citigroup
45
Citigroup
New York
$52K +$13.7K +544 +35%
TFA
46
Transamerica Financial Advisors
Florida
$51K +$40.2K +1,600 +400%
CAL
47
Capital Advisors Ltd
Ohio
$49K – – –
ACM
48
Argentus Capital Management
Texas
$44K -$6.24K -248 -12%
UFA
49
US Financial Advisors
Massachusetts
$40K – – –
BCI
50
Brinker Capital Investments
Pennsylvania
$40K +$40.6K +1,616 New
1
2
3

SPYG Hedge Fund Activity: Q4 2015 in Review

58 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2015, worth a combined $250M — up 24% from $202M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new SPYG positions and 6 closed out — a net gain of 1 holder — while 27 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, adding an estimated $37M. The largest seller was Freedom Investment Management, cutting an estimated $18.7M.

  • 58 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2015, up from 57 in Q3 2015.
  • Funds reported $250M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2015, up 24% quarter-over-quarter.
  • 7 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2015 and 6 closed out, a net change of +1 holder.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2015 was LPL Financial, an estimated $37M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2015 was Freedom Investment Management, an estimated $18.7M sold.

Based on aggregated 13F filings for Q4 2015.