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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
GA
476
GoalVest Advisory
New York
$100K -$1.91K -34 -2%
AA
477
AlphaMark Advisors
Kentucky
$99K
CFD
478
Creative Financial Designs
Indiana
$98K +$56 +1 +0.1%
IF
479
Ironwood Financial
Arizona
$96K
TWM
480
Tradition Wealth Management
Minnesota
$95K -$28K -500 -23%
MAM
481
Marquette Asset Management
Minnesota
$92K
SMA
482
Sage Mountain Advisors
Georgia
$91K +$90.8K +1,621 New
RIM
483
Rockbridge Investment Management
New York
$82K
HWMA
484
Heritage Wealth Management (Arizona)
Arizona
$80K +$79.3K +1,415 New
VFA
485
Valeo Financial Advisors
Indiana
$77K
PCA
486
Providence Capital Advisors
North Carolina
$76K
ST
487
Smithfield Trust
Pennsylvania
$76K
FHC
488
First Horizon Corporation
Tennessee
$74K
FRA
489
Front Row Advisors
California
$74K
BW
490
Bison Wealth
Georgia
$69K
CHC
491
City Holding Co
West Virginia
$69K
FHA
492
First Horizon Advisors
Tennessee
$69K +$57.9K +1,033 +514%
CG
493
Cutler Group
California
$68K -$1.37M -24,500 -95%
FPW
494
Flagship Private Wealth
Massachusetts
$67.1K -$1.29K -23 -2%
JAWM
495
J. Arnold Wealth Management
Ohio
$56K -$1.57K -28 -3%
LWA
496
Lowe Wealth Advisors
Maryland
$56K
TC
497
Truvestments Capital
Florida
$48K +$1.4K +25 +3%
BC
498
Bartlett & Co
Ohio
$47K
BCWM
499
Bartlett & Co Wealth Management
Ohio
$46.5K
EW
500
Element Wealth
Mississippi
$46K +$45.8K +818 New

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.