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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
WAS
526
Winch Advisory Services
Wisconsin
$14K
EI
527
Ellevest Inc
New York
$13K
HIA
528
Harbor Investment Advisory
Maryland
$12K -$358K -6,820 -97%
FHA
529
First Horizon Advisors
Tennessee
$11K -$12.5K -238 -54%
TWA
530
TCI Wealth Advisors
Arizona
$11K +$53 +1 +0.5%
APWA
531
Atlas Private Wealth Advisors
New Jersey
$9K +$5.25K +100 +143%
HS
532
Horan Securities
United States
$8K
SA
533
SRH Advisors
Kansas
$7K
SIAP
534
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$7K
ASBI
535
American State Bank (Iowa)
Iowa
$6.58K +$6.25K +119 New
JCM
536
Jacobi Capital Management
Pennsylvania
$6K
AWG
537
Altus Wealth Group
Colorado
$5K +$4.99K +95 New
BFC
538
Bedel Financial Consulting
Indiana
$4K
LWANC
539
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
MF
540
Manchester Financial
California
$4K
AWM
541
Atticus Wealth Management
Florida
$4K +$105 +2 +3%
OIM
542
Oder Investment Management
California
$4K +$3.63K +69 New
HCP
543
Hexagon Capital Partners
Arkansas
$2K
CCMW
544
Cypress Capital Management (Wyoming)
Wyoming
$1K
MHR
545
Matthew Hamilton Rosenberg
$1K +$631 +12 New
HI
546
Horizon Investments
North Carolina
-$242M -4,825,653 Closed
MCM
547
Model Capital Management
Massachusetts
-$26.2M -522,322 Closed
CWM
548
Connecticut Wealth Management
Connecticut
-$15.6M -311,874 Closed
CNC
549
Canandaigua National Corp
New York
-$8.28M -165,280 Closed
BRWA
550
B. Riley Wealth Advisors
Florida
-$6.44M -128,452 Closed

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.