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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$59.3M +$952K +18,114 +2%
NP
27
NorthRock Partners
Minnesota
$58.7M +$3.59M +68,327 +7%
KW
28
KWB Wealth
California
$58.2M +$55.3M +1,052,744 New
AWM
29
AE Wealth Management
Kansas
$58.2M +$7.26M +138,080 +15%
Goldman Sachs
30
Goldman Sachs
New York
$53.3M -$12.9M -245,835 -20%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$48.4M +$3.93M +74,783 +9%
ONB
32
Old National Bancorp
Indiana
$46.7M +$1.76M +33,464 +4%
ACA
33
Ackerman Capital Advisors
Texas
$44.8M -$8.77M -166,812 -17%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$43.6M +$13.6M +258,448 +49%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$43M +$311K +5,918 +0.8%
SS
36
Simplicity Solutions
Minnesota
$42.8M +$3.51M +66,851 +9%
BFEC
37
Benjamin F. Edwards & Company
Missouri
$42.2M +$152K +2,889 +0.4%
BlackRock
38
BlackRock
New York
$37.7M +$3.65M +69,393 +11%
FNT
39
First National Trust
Pennsylvania
$35.4M +$21.5K +410 +0.1%
FFS
40
Founders Financial Securities
Maryland
$33.7M -$997K -18,971 -3%
PSUF
41
People's United Financial
Connecticut
$33.5M -$8.89M -169,206 -22%
RWM
42
Reston Wealth Management
Virginia
$33.1M +$237K +4,501 +0.8%
RWA
43
RGT Wealth Advisors
Texas
$33.1M +$31.4M +597,794 New
RA
44
RFG Advisory
Alabama
$32.1M -$1.99M -37,959 -6%
EH
45
Equitable Holdings
New York
$30.5M +$2.65M +50,397 +10%
MD
46
Money Design
Japan
$30.4M -$4.73M -90,000 -14%
CFG
47
Compton Financial Group
Maryland
$30.2M +$27.5M +523,046 New
MWPCG
48
Measured Wealth Private Client Group
New Hampshire
$30.2M -$358K -6,813 -1%
NA
49
Nottingham Advisors
New York
$29.8M -$11.1M -210,287 -28%
RJA
50
Raymond James & Associates
Florida
$29.6M -$449K -8,538 -2%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.