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State Street SPDR Portfolio S&P 500 Growth ETF

131 hedge funds and large institutions have $386M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

47% more funds holding

Funds holding: 89131 (+42)

37% more capital invested

Capital invested by funds: $281M → $386M (+$105M)

96.4% less ownership

Funds ownership: 128.84%32.44% (-96%)

Holders
131
Holders Change
+42
Holders Change %
+47.19%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
51
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
26
Lido Advisors
California
$2.5M -$7.85M -243,249 -76%
Thrivent Financial for Lutherans
27
Thrivent Financial for Lutherans
Minnesota
$2.4M -$146K -4,535 -6%
VFA
28
Voya Financial Advisors
Connecticut
$2M -$444K -13,746 -19%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$1.95M +$460K +14,258 +32%
TW
30
Transform Wealth
Colorado
$1.79M -$37.8K -1,171 -2%
FIM
31
Freedom Investment Management
Connecticut
$1.69M -$130K -4,036 -7%
RA
32
RFG Advisory
Alabama
$1.65M +$1.61M +49,841 New
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.57M +$170K +5,257 +12%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.54M +$216K +6,695 +17%
LWS
35
Lucia Wealth Services
California
$1.46M +$1.43M +44,297 New
ISB
36
Iowa State Bank
Iowa
$1.29M +$248K +7,697 +25%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.27M -$102K -3,145 -8%
SFM
38
Signet Financial Management
New Jersey
$1.24M +$1.21M +37,559 New
AFA
39
Aurora Financial Advisors
Massachusetts
$1.2M +$1.18M +36,471 New
MWM
40
Marietta Wealth Management
Georgia
$1.12M
LIA
41
LBMC Investment Advisors
Tennessee
$943K +$1.68K +52 +0.2%
MML Investors Services
42
MML Investors Services
Massachusetts
$942K +$109K +3,390 +13%
PA
43
Probity Advisors
Texas
$925K +$905K +28,044 New
Creative Planning
44
Creative Planning
Kansas
$887K +$29.2K +905 +3%
BTS
45
BB&T Securities
Virginia
$882K +$60.9K +1,885 +8%
UR
46
USCA RIA
Texas
$856K +$474K +14,685 +131%
AG
47
Advisor Group
Arizona
$827K +$476K +14,742 +144%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$810K -$1.41M -43,729 -64%
RFM
49
Royal Fund Management
Florida
$806K +$752K +23,279 +2,021%
IWM
50
IHT Wealth Management
Illinois
$796K +$575K +17,803 +321%

SPYG Hedge Fund Activity: Q4 2017 in Review

131 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2017, worth a combined $386M — up 37% from $281M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPYG positions and 9 closed out — a net gain of 42 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Allegis Investment Advisors, opening a new position worth an estimated $17.4M. The largest seller was Lido Advisors, cutting an estimated $7.85M.

  • 131 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2017, up from 89 in Q3 2017.
  • Funds reported $386M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2017, up 37% quarter-over-quarter.
  • 51 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2017 and 9 closed out, a net change of +42 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2017 was Allegis Investment Advisors, an estimated $17.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2017 was Lido Advisors, an estimated $7.85M sold.

Based on aggregated 13F filings for Q4 2017.