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State Street SPDR Portfolio S&P 500 Growth ETF

68 hedge funds and large institutions have $307M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2016 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

42% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 19

6% more funds holding

Funds holding: 6468 (+4)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less capital invested

Capital invested by funds: $350M → $307M (-$43M)

18.26% less ownership

Funds ownership: 196.71%178.44% (-18%)

Holders
68
Holders Change
+4
Holders Change %
+6.25%
% of All Funds
1.81%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
27
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.39M +$24.5K +936 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.28M -$69.5K -2,652 -5%
ACM
28
Aviance Capital Management
Florida
$1.25M +$499K +19,028 +66%
US Bancorp
29
US Bancorp
Minnesota
$1.18M -$64.7K -2,468 -5%
HighTower Advisors
30
HighTower Advisors
Illinois
$831K -$25.3K -964 -3%
CCA
31
Clearwater Capital Advisors
Illinois
$753K +$11.2K +428 +2%
AF
32
Arrow Financial
New York
$702K -$68.8K -2,624 -9%
PTC
33
Private Trust Company
Ohio
$653K -$2.94K -112 -0.4%
Manulife (Manufacturers Life Insurance)
34
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$653K +$56.4K +2,152 +9%
BTS
35
BB&T Securities
Virginia
$646K +$31.9K +1,216 +5%
CWM
36
Cornerstone Wealth Management
Missouri
$632K +$634K +24,196 New
AAM
37
Aureus Asset Management
Massachusetts
$579K +$577K +22,000 New
LIA
38
LBMC Investment Advisors
Tennessee
$479K +$266K +10,156 +126%
AFP
39
Ausdal Financial Partners
Iowa
$434K -$305K -11,624 -41%
Creative Planning
40
Creative Planning
Kansas
$399K +$944 +36 +0.2%
AG
41
Advisor Group
Arizona
$375K +$22.4K +856 +6%
HFS
42
HL Financial Services
Kentucky
$317K -$286K -10,900 -47%
IA
43
IFP Advisors
Florida
$308K -$27.4K -1,044 -8%
VWA
44
V Wealth Advisors
Kansas
$303K -$5.03K -192 -2%
GT
45
Glenmede Trust
Pennsylvania
$292K
SI
46
SII Investments
Wisconsin
$285K +$28.3K +1,080 +11%
SWP
47
Stratos Wealth Partners
Ohio
$283K +$19K +724 +7%
SHWM
48
Smith & Howard Wealth Management
Georgia
$210K +$210K +8,000 New
AIP
49
Ameritas Investment Partners
Nebraska
$168K
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$148K -$746K -28,444 -83%

SPYG Hedge Fund Activity: Q3 2016 in Review

68 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2016, worth a combined $307M — down 12% from $350M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SPYG positions and 4 closed out — a net gain of 5 holders — while 27 added to existing stakes and 19 trimmed.

The largest buyer was SG Americas Securities, adding an estimated $3.68M. The largest seller was State Street, cutting an estimated $50.4M.

  • 68 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2016, up from 64 in Q2 2016.
  • Funds reported $307M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2016, down 12% quarter-over-quarter.
  • 9 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2016 and 4 closed out, a net change of +5 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2016 was SG Americas Securities, an estimated $3.68M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2016 was State Street, an estimated $50.4M sold.

Based on aggregated 13F filings for Q3 2016.