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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
CL
501
COWA LLC
Oklahoma
$45K +$1.29K +23 +3%
GAM
502
Grandview Asset Management
Pennsylvania
$45K +$44.3K +791 New
DSC
503
Duncker Streett & Co
Missouri
$42K
CPFP
504
Clear Perspectives Financial Planning
Ohio
$40K
SL
505
Savior LLC
Massachusetts
$39K
MIM
506
Macroview Investment Management
Maryland
$34K -$2.19K -39 -6%
SFP
507
Sterling Financial Planning
New Jersey
$34K +$56 +1 +0.2%
AWG
508
Altus Wealth Group
Colorado
$33K +$26K +464 +488%
BWL
509
Bogart Wealth LLC
Virginia
$31K +$3.75K +67 +14%
CHA
510
Carmichael Hill & Associates
Maryland
$29K
CFA
511
Carroll Financial Associates
North Carolina
$25K -$5.04K -90 -17%
PFA
512
Professional Financial Advisors
Nebraska
$22K -$40.7K -727 -65%
SCA
513
Stonebridge Capital Advisors
Minnesota
$21K +$21K +374 New
BA
514
Bellwether Advisors
Nebraska
$19K
JWM
515
Janiczek Wealth Management
Colorado
$19K
PCFFS
516
Pacific Center for Financial Services
California
$19K +$56 +1 +0.3%
PWM
517
Prentice Wealth Management
New York
$19K +$19.1K +341 New
CCM
518
Covington Capital Management
California
$17K
JCM
519
Jacobi Capital Management
Pennsylvania
$16K +$10.6K +190 +190%
CAM
520
Costello Asset Management
Pennsylvania
$15K
RCA
521
Ranch Capital Advisors
Florida
$14K -$8.35K -149 -37%
WAS
522
Winch Advisory Services
Wisconsin
$14K
EI
523
Ellevest Inc
New York
$13K
AIG
524
American International Group
New York
$12.4K -$17.7M -316,300 -59%
HIA
525
Harbor Investment Advisory
Maryland
$12K

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.