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State Street SPDR Portfolio S&P 500 Growth ETF

89 hedge funds and large institutions have $281M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

17% more funds holding

Funds holding: 7689 (+13)

4% more capital invested

Capital invested by funds: $270M → $281M (+$11.2M)

0.37% more ownership

Funds ownership: 128.47%128.84% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
25
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$1.38M +$687K +22,588 +105%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.31M -$31K -1,020 -2%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.29M -$12.2K -400 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$1.24M +$112K +3,692 +10%
MWM
30
Marietta Wealth Management
Georgia
$1.05M
ISB
31
Iowa State Bank
Iowa
$973K +$956K +31,416 New
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$908K +$892K +29,328 New
LIA
33
LBMC Investment Advisors
Tennessee
$883K +$309K +10,156 +55%
SWP
34
Stratos Wealth Partners
Ohio
$867K +$240K +7,880 +39%
Creative Planning
35
Creative Planning
Kansas
$804K -$79.2K -2,604 -9%
MML Investors Services
36
MML Investors Services
Massachusetts
$779K -$1.14M -37,368 -60%
BTS
37
BB&T Securities
Virginia
$769K
CCA
38
Clearwater Capital Advisors
Illinois
$749K -$12.5K -412 -2%
AF
39
Arrow Financial
New York
$741K -$60.8K -2,000 -8%
CWM
40
Cornerstone Wealth Management
Missouri
$701K -$57.6K -1,892 -8%
MWP
41
MYCIO Wealth Partners
Pennsylvania
$692K -$16.1K -528 -2%
AAM
42
Aureus Asset Management
Massachusetts
$682K
GFPC
43
Global Financial Private Capital
Florida
$655K +$643K +21,136 New
SI
44
SII Investments
Wisconsin
$562K +$307K +10,080 +125%
PTC
45
Private Trust Company
Ohio
$541K
FHA
46
Flagship Harbor Advisors
Massachusetts
$511K -$164K -5,400 -25%
AFP
47
Ausdal Financial Partners
Iowa
$479K -$608 -20 -0.1%
US Bancorp
48
US Bancorp
Minnesota
$470K -$1.58K -52 -0.3%
PMFA
49
Plante Moran Financial Advisors
Michigan
$463K
Manulife (Manufacturers Life Insurance)
50
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$443K +$354K +11,640 +26%

SPYG Hedge Fund Activity: Q3 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2017, worth a combined $281M — up 4.2% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYG positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Lido Advisors, adding an estimated $7.17M. The largest seller was LPL Financial, cutting an estimated $7.01M.

  • 89 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2017, up from 76 in Q2 2017.
  • Funds reported $281M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2017 and 4 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2017 was Lido Advisors, an estimated $7.17M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2017 was LPL Financial, an estimated $7.01M sold.

Based on aggregated 13F filings for Q3 2017.