We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$39.4M +$4.67M +113,947 +12%
PSUF
27
People's United Financial
Connecticut
$32.7M +$33.5M +817,356 +834%
NP
28
NorthRock Partners
Minnesota
$32.4M +$7.38M +180,093 +25%
HB
29
Homrich & Berg
Georgia
$32.1M +$11.2M +273,375 +44%
PI
30
PFS Investments
Georgia
$30.6M -$11M -268,883 -24%
FI
31
FormulaFolio Investments
Michigan
$29.7M +$934K +22,794 +3%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$29.6M -$1.5M -36,559 -4%
ACA
33
Ackerman Capital Advisors
Texas
$28M +$32.1M +782,883 New
ONB
34
Old National Bancorp
Indiana
$27.6M +$2.38M +58,213 +8%
NA
35
Nottingham Advisors
New York
$25.4M -$1.19M -29,120 -4%
AWM
36
AE Wealth Management
Kansas
$24.5M +$14.2M +347,591 +103%
FNT
37
First National Trust
Pennsylvania
$23.6M -$338K -8,255 -1%
RCIM
38
Red Cedar Investment Management
Michigan
$23M -$687K -16,772 -3%
RWM
39
Reston Wealth Management
Virginia
$22.3M +$6.95M +169,735 +37%
IWA
40
Inspirion Wealth Advisors
Illinois
$21.8M -$1.17M -28,634 -4%
Goldman Sachs
41
Goldman Sachs
New York
$21.5M +$4.69M +114,469 +23%
FFG
42
Ford Financial Group
California
$20.7M +$177K +4,322 +0.8%
PAG
43
Private Advisor Group
New Jersey
$20.5M +$17.6M +428,793 +296%
RA
44
RFG Advisory
Alabama
$20.4M -$8.68K -212 -0%
EH
45
Equitable Holdings
New York
$19.1M +$6.55M +159,935 +43%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$18.9M
AWM
47
Altium Wealth Management
New York
$18.6M -$5M -122,008 -19%
FPIS
48
Financial Planning & Information Services
Wisconsin
$18.5M -$499K -12,184 -2%
SL
49
Systelligence LLC
Minnesota
$18M +$20.6M +503,803 New
EWA
50
ERTS Wealth Advisors
Michigan
$18M +$20.6M +503,295 New

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.