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State Street SPDR Portfolio S&P 500 Growth ETF

89 hedge funds and large institutions have $281M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

17% more funds holding

Funds holding: 7689 (+13)

4% more capital invested

Capital invested by funds: $270M → $281M (+$11.2M)

0.37% more ownership

Funds ownership: 128.47%128.84% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
25
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IA
51
IFP Advisors
Florida
$410K -$11.9K -392 -3%
AI
52
Atria Investments
North Carolina
$369K -$170K -5,592 -32%
UR
53
USCA RIA
Texas
$332K
AG
54
Advisor Group
Arizona
$319K -$42.6K -1,400 -12%
Stifel Financial
55
Stifel Financial
Missouri
$319K +$67.4K +2,216 +27%
MHS
56
M Holdings Securities
Oregon
$318K +$313K +10,280 New
GG
57
GenWealth Group
New Jersey
$315K +$122 +4 +0%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$290K +$38.1K +1,252 +15%
GT
59
Glenmede Trust
Pennsylvania
$282K
MSAM
60
Moloney Securities Asset Management
Missouri
$248K +$243K +7,996 New
AW
61
ACG Wealth
Georgia
$242K
CAN
62
Cetera Advisor Networks
California
$232K +$227K +7,472 New
SIAS
63
Shine Investment Advisory Services
Colorado
$226K
SPC
64
Sigma Planning Corp
Michigan
$221K +$217K +7,132 New
FA
65
FDx Advisors
Illinois
$207K +$203K +6,680 New
IWM
66
IHT Wealth Management
Illinois
$174K +$71.9K +2,364 +74%
HNB
67
Huntington National Bank
Ohio
$151K
Citigroup
68
Citigroup
New York
$126K +$12.2K +400 +11%
AA
69
AlphaMark Advisors
Kentucky
$123K +$120K +3,956 New
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$104K +$21.1K +692 +26%
JGIA
71
Jackson Grant Investment Advisers
Connecticut
$101K +$98.8K +3,248 New
AIP
72
Ameritas Investment Partners
Nebraska
$80K
KF
73
Krilogy Financial
Missouri
$70K +$243 +8 +0.4%
CAL
74
Capital Advisors Ltd
Ohio
$60K
ASN
75
Advisory Services Network
Georgia
$45K

SPYG Hedge Fund Activity: Q3 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2017, worth a combined $281M — up 4.2% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYG positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Lido Advisors, adding an estimated $7.17M. The largest seller was LPL Financial, cutting an estimated $7.01M.

  • 89 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2017, up from 76 in Q2 2017.
  • Funds reported $281M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2017 and 4 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2017 was Lido Advisors, an estimated $7.17M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2017 was LPL Financial, an estimated $7.01M sold.

Based on aggregated 13F filings for Q3 2017.