We are live on ! Find out more
SPYG icon

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
ARG
551
Advisory Resource Group
Oklahoma
-$2.47M -49,321 Closed
CAG
552
Csenge Advisory Group
Florida
-$1.61M -32,337 Closed
AWM
553
Aprio Wealth Management
Georgia
-$1.61M -32,179 Closed
VCM
554
Virtue Capital Management
Tennessee
-$1.35M -26,921 Closed
EF
555
Empowered Funds
Pennsylvania
-$879K -17,545 Closed
SWM
556
SigFig Wealth Management
California
-$733K -14,725 Closed
PFG
557
Pacific Financial Group
Washington
-$704K -14,043 Closed
Susquehanna International Group
558
Susquehanna International Group
Pennsylvania
-$611K -11,631 Closed
OMC
559
Old Mission Capital
Illinois
-$573K -11,426 Closed
CAM
560
Concorde Asset Management
Michigan
-$443K -8,833 Closed
KBFS
561
Kohmann Bosshard Financial Services
Ohio
-$434K -8,655 Closed
EB
562
Eastern Bank
Massachusetts
-$314K -6,264 Closed
BCM
563
Brookstone Capital Management
Illinois
-$296K -5,916 Closed
ACP
564
Aveo Capital Partners
Colorado
-$277K -5,534 Closed
AFWM
565
AMJ Financial Wealth Management
Virginia
-$229K -4,561 Closed
RFC
566
Regions Financial Corp
Alabama
-$225K -4,500 Closed
VWM
567
Vigilare Wealth Management
Arizona
-$208K -4,144 Closed
RJT
568
Raymond James Trust
Florida
-$203K -4,052 Closed
CAAS
569
Capital Asset Advisory Services
Michigan
-$144K -2,748 -100%
CPW
570
Catalyst Private Wealth
California
-$130K -2,586 Closed
PP
571
Paloma Partners
Connecticut
-$82K -1,636 Closed
CCM
572
Cribstone Capital Management
Maine
-$67K -1,342 Closed
PFS
573
Prospera Financial Services
Texas
-$64K -1,280 Closed
WCG
574
Weaver Consulting Group
California
-$11K -216 Closed
SIM
575
Sonora Investment Management
Arizona
-$4K -70 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.