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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
CDIA
551
Capital Directions Investment Advisors
Georgia
-$74.4M -1,345,618 Closed
SMM
552
Stadion Money Management
Georgia
-$66.4M -1,201,024 Closed
RCIM
553
Red Cedar Investment Management
Michigan
-$9.61M -173,772 Closed
JWM
554
Jackson Wealth Management
Florida
-$7.31M -132,251 Closed
CCFM
555
Clear Creek Financial Management
Washington
-$5.91M -106,809 Closed
GM
556
GeoWealth Management
Illinois
-$2.21M -39,936 Closed
MUAMU
557
Mitsubishi UFJ Asset Management (UK)
United Kingdom
-$1.33M -24,000 Closed
Millennium Management
558
Millennium Management
New York
-$1.31M -23,669 Closed
GSWM
559
Golden State Wealth Management
California
-$1.1M -19,913 Closed
RIA
560
Regal Investment Advisors
Michigan
-$1.02M -18,374 Closed
FTUS
561
Flow Traders U.S.
New York
-$736K -13,315 Closed
BSAM
562
Blue Sky Asset Management
Colorado
-$717K -12,497 Closed
WP
563
WealthSource Partners
California
-$625K -11,296 Closed
KCPG
564
Kavar Capital Partners Group
Kansas
-$499K -9,023 Closed
ABTD
565
Arvest Bank Trust Division
Oklahoma
-$469K -8,483 Closed
MGWM
566
Marks Group Wealth Management
Minnesota
-$409K -7,398 Closed
ROC
567
Running Oak Capital
Minnesota
-$409K -7,398 Closed
LSA
568
Lion Street Advisors
Texas
-$347K -7,138 Closed
SBIA
569
Sheaff Brock Investment Advisors
Indiana
-$305K -5,517 Closed
Fisher Asset Management
570
Fisher Asset Management
Washington
-$296K -5,350 Closed
FFN
571
Focus Financial Network
Minnesota
-$285K -5,153 Closed
RWM
572
RBA Wealth Management
California
-$282K -5,095 Closed
SA
573
Shilanski & Associates
Alaska
-$277K -5,017 Closed
PWG
574
Private Wealth Group
Florida
-$259K -4,688 Closed
TI
575
Trexquant Investment
Connecticut
-$245K -4,429 Closed

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.