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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
26
Inspirion Wealth Advisors
Illinois
$23.1M +$262K +7,424 +1%
RCIM
27
Red Cedar Investment Management
Michigan
$22.5M -$1.71M -48,367 -8%
ACM
28
AlphaStar Capital Management
North Carolina
$22.3M +$8.65M +244,725 +68%
FNT
29
First National Trust
Pennsylvania
$20.6M -$1.58M -44,610 -7%
FFG
30
Ford Financial Group
California
$19.3M +$3.72M +105,190 +25%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$18.9M +$10.5M +297,836 +12,363%
AWM
32
Altium Wealth Management
New York
$18.5M +$4.59M +129,680 +35%
RJA
33
Raymond James & Associates
Florida
$15.9M -$11.2M -317,485 -43%
UCFA
34
United Capital Financial Advisors
Texas
$15.6M +$14.5M +411,008 +5,094%
AA
35
Advisory Alpha
Michigan
$15.4M +$1.63M +46,074 +13%
RA
36
RFG Advisory
Alabama
$14.6M +$2.05M +58,042 +17%
PC
37
Permanens Capital
New York
$14.6M +$13.9M +391,892 New
FPIS
38
Financial Planning & Information Services
Wisconsin
$14.4M +$2.97M +84,102 +28%
CWSR
39
Chessman Wealth Strategies RIA
Texas
$13.9M -$2.43M -68,836 -16%
TAIM
40
TD Ameritrade Investment Management
Nebraska
$13.8M +$5.46M +154,373 +72%
HB
41
Homrich & Berg
Georgia
$13.4M +$3.73M +105,411 +42%
JWM
42
Jackson Wealth Management
Florida
$13.3M -$1.3M -36,898 -9%
FFS
43
Founders Financial Securities
Maryland
$11.9M +$1.67M +47,246 +17%
CFS
44
Cannon Financial Strategists
Georgia
$11.7M +$11.1M +314,925 New
SB
45
Suntrust Banks
Georgia
$11.7M +$430K +12,172 +4%
CWA
46
Clarus Wealth Advisors
Arizona
$11.3M +$10.7M +302,600 New
AIG
47
American International Group
New York
$11.1M -$4.24M -119,800 -29%
FWM
48
Foresight Wealth Management
Utah
$10.9M +$1.17M +32,982 +13%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$10.5M +$1.23M +34,831 +14%
TI
50
TTP Investments
California
$10.5M +$9.96M +281,609 New

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.