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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
FCH
501
Freestone Capital Holdings
Washington
$46.8K +$44.5K +847 New
BC
502
Bartlett & Co
Ohio
$46K
BCWM
503
Bartlett & Co Wealth Management
Ohio
$45.6K
TC
504
Truvestments Capital
Florida
$45K +$43.1K +820 New
DSC
505
Duncker Streett & Co
Missouri
$41K
TFGT
506
TS Financial Group (TSFG)
Illinois
$41K
CL
507
COWA LLC
Oklahoma
$40K +$37.7K +718 New
CPFP
508
Clear Perspectives Financial Planning
Ohio
$39K +$37.3K +710 New
SL
509
Savior LLC
Massachusetts
$38K
MIM
510
Macroview Investment Management
Maryland
$35K -$210 -4 -0.6%
SFP
511
Sterling Financial Planning
New Jersey
$34K +$32K +609 New
AIG
512
American International Group
New York
$29.7K +$3.83M +72,950 +16%
CFA
513
Carroll Financial Associates
North Carolina
$29K +$4.78K +91 +20%
CHA
514
Carmichael Hill & Associates
Maryland
$28K
BWL
515
Bogart Wealth LLC
Virginia
$27K
PFO
516
Pathstone Family Office
New Jersey
$24K +$53 +1 +0.2%
RCA
517
Ranch Capital Advisors
Florida
$22K -$12.9K -245 -38%
KPCM
518
Kings Point Capital Management
New York
$20K +$18.8K +357 New
PCFFS
519
Pacific Center for Financial Services
California
$19K +$53 +1 +0.3%
JWM
520
Janiczek Wealth Management
Colorado
$18K
BA
521
Bellwether Advisors
Nebraska
$18K +$17.8K +338 New
CCM
522
Covington Capital Management
California
$17K
First Manhattan
523
First Manhattan
New York
$17K
D
524
Diversified
Delaware
$17K +$18.1K +345 New
CAM
525
Costello Asset Management
Pennsylvania
$15K

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.