We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

417 hedge funds and large institutions have $3.14B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

339% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 102

23% more funds holding in top 10

Funds holding in top 10: 4859 (+11)

22% more funds holding

Funds holding: 343417 (+74)

9% more capital invested

Capital invested by funds: $2.89B → $3.14B (+$246M)

1.78% more ownership

Funds ownership: 56.6%58.38% (+1.8%)

Holders
417
Holders Change
+74
Holders Change %
+21.57%
% of All Funds
8.22%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.16%
New
101
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Nottingham Advisors
New York
$30.9M +$62.6K +1,561 +0.2%
NP
27
NorthRock Partners
Minnesota
$30.4M +$15.3M +380,731 +110%
ONB
28
Old National Bancorp
Indiana
$29.9M +$5.08M +126,758 +22%
FNT
29
First National Trust
Pennsylvania
$28M +$3.1M +77,261 +13%
RCIM
30
Red Cedar Investment Management
Michigan
$27.7M +$1.59M +39,601 +6%
CWM
31
Connecticut Wealth Management
Connecticut
$27.3M +$1.6M +39,837 +7%
RJA
32
Raymond James & Associates
Florida
$27.1M -$1.41M -35,250 -5%
AWM
33
Altium Wealth Management
New York
$27M +$466K +11,618 +2%
IWA
34
Inspirion Wealth Advisors
Illinois
$26.8M -$135K -3,369 -0.5%
HB
35
Homrich & Berg
Georgia
$26.2M +$4.03M +100,510 +19%
AA
36
Advisory Alpha
Michigan
$25.4M +$2.8M +69,909 +14%
FFG
37
Ford Financial Group
California
$24.1M -$294K -7,342 -1%
RA
38
RFG Advisory
Alabama
$23.9M +$1.77M +44,179 +8%
FPIS
39
Financial Planning & Information Services
Wisconsin
$22.2M +$268K +6,685 +1%
CFS
40
Cannon Financial Strategists
Georgia
$20.5M +$1.73M +43,090 +10%
Goldman Sachs
41
Goldman Sachs
New York
$20.5M +$908K +22,645 +5%
UCFA
42
United Capital Financial Advisors
Texas
$20.3M +$1.67M +41,722 +9%
MWPCG
43
Measured Wealth Private Client Group
New Hampshire
$20.3M -$3.74M -93,297 -16%
RWM
44
Reston Wealth Management
Virginia
$19.1M +$599K +14,935 +3%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$18.9M
AssetMark Inc
46
AssetMark Inc
California
$17.8M -$4.99M -124,405 -23%
T
47
TrueFG
Texas
$17.4M +$16.6M +415,316 New
JWM
48
Jackson Wealth Management
Florida
$16.6M +$20.2K +503 +0.1%
AI
49
Atria Investments
North Carolina
$16.3M -$749K -18,677 -5%
EH
50
Equitable Holdings
New York
$15.6M +$15M +373,316 New

SPYG Hedge Fund Activity: Q4 2019 in Review

417 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2019, worth a combined $3.14B — up 8.5% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPYG positions and 23 closed out — a net gain of 78 holders — while 172 added to existing stakes and 102 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $24.4M. The largest seller was Horizon Investments, cutting an estimated $221M.

  • 417 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2019, up from 343 in Q3 2019.
  • Funds reported $3.14B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2019 and 23 closed out, a net change of +78 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $24.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2019 was Horizon Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2019.