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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
OSNBOA
476
Old Second National Bank of Aurora
Illinois
$106K +$4.57K +87 +5%
CF
477
Centaurus Financial
California
$105K +$99.6K +1,895 New
PWMG
478
Prestige Wealth Management Group
New Jersey
$100K -$25.2K -480 -21%
GA
479
GoalVest Advisory
New York
$100K +$95K +1,808 New
PCG
480
Private Capital Group
Connecticut
$99K
AA
481
AlphaMark Advisors
Kentucky
$97K -$13.1K -250 -13%
CFD
482
Creative Financial Designs
Indiana
$96K -$15.3K -292 -14%
IF
483
Ironwood Financial
Arizona
$94K +$89.6K +1,705 New
MAM
484
Marquette Asset Management
Minnesota
$91K
SIAG
485
Safeguard Investment Advisory Group
California
$82K +$78.5K +1,493 New
RIM
486
Rockbridge Investment Management
New York
$81K
DA
487
DCM Advisors
New York
$78K +$73.7K +1,402 New
ST
488
Smithfield Trust
Pennsylvania
$75K
VFA
489
Valeo Financial Advisors
Indiana
$75K +$58.4K +1,112 +448%
PCA
490
Providence Capital Advisors
North Carolina
$75K +$71.2K +1,354 New
FHC
491
First Horizon Corporation
Tennessee
$73K
FRA
492
Front Row Advisors
California
$73K
IA
493
Inspire Advisors
Idaho
$71K +$67.7K +1,289 New
BW
494
Bison Wealth
Georgia
$67K
CHC
495
City Holding Co
West Virginia
$67K +$64.1K +1,220 New
FPW
496
Flagship Private Wealth
Massachusetts
$65.5K +$61.6K +1,172 New
PFA
497
Professional Financial Advisors
Nebraska
$62K +$53 +1 +0.1%
JAWM
498
J. Arnold Wealth Management
Ohio
$56K
LWA
499
Lowe Wealth Advisors
Maryland
$55K
BWM
500
Birchcreek Wealth Management
Ohio
$49K +$47.5K +903 New

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.