We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

327 hedge funds and large institutions have $3.51B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

109% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 80

55% more call options, than puts

Call options by funds: $592K | Put options by funds: $383K

23% more capital invested

Capital invested by funds: $2.86B → $3.51B (+$647M)

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

9% more funds holding

Funds holding: 300327 (+27)

1.31% less ownership

Funds ownership: 65.86%64.55% (-1.3%)

Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.1%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$11.5M +$6.24M +164,175 +124%
CM
52
Churchill Management
California
$11.3M +$3.27M +86,117 +42%
CWM
53
Connecticut Wealth Management
Connecticut
$10.9M +$10.7M +282,500 New
TI
54
TTP Investments
California
$10.8M -$72.1K -1,897 -0.7%
AIG
55
American International Group
New York
$10.3M -$1.23M -32,300 -11%
VRM
56
Vectors Research Management
New York
$10.2M +$7.61M +200,242 +323%
SMFS
57
Squar Milner Financial Services
California
$10.1M +$1.17M +30,714 +13%
HC
58
HNP Capital
New York
$10M +$7.61M +200,242 +343%
CWA
59
Clarus Wealth Advisors
Arizona
$9.82M -$1.86M -48,957 -16%
TW
60
Transform Wealth
Colorado
$9.67M +$7.19M +189,173 +313%
BC
61
Brio Consultants
California
$9.32M +$599K +15,765 +7%
UCFA
62
United Capital Financial Advisors
Texas
$8.98M -$7.11M -187,308 -45%
WI
63
WrapManager Inc
California
$8.96M +$66K +1,738 +0.8%
EFL
64
ERn Financial LLC
Wisconsin
$8.85M +$64K +1,684 +0.7%
SFM
65
Signet Financial Management
New Jersey
$8.74M +$501K +13,201 +6%
TFA
66
TPG Financial Advisors
Oregon
$7.87M -$2.78M -73,081 -27%
FIM
67
Freedom Investment Management
Connecticut
$7.78M -$79.9K -2,103 -1%
SCA
68
Snowden Capital Advisors
New York
$7.62M +$821K +21,604 +12%
CA
69
Centerpoint Advisors
Massachusetts
$7.61M -$30.2K -794 -0.4%
SIA
70
Starfire Investment Advisers
Michigan
$7.28M +$1.18K +31 +0%
OC
71
Oarsman Capital
Wisconsin
$7.23M +$218K +5,731 +3%
MML Investors Services
72
MML Investors Services
Massachusetts
$7.2M +$911K +23,989 +15%
PWPS
73
Pinnacle Wealth Planning Services
Ohio
$7.14M +$152K +3,995 +2%
WFPG
74
Waller Financial Planning Group
Ohio
$5.89M +$261K +6,880 +5%
GP
75
Girard Partners
Pennsylvania
$5.71M -$224K -5,887 -4%

SPYG Hedge Fund Activity: Q2 2019 in Review

327 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2019, worth a combined $3.51B — up 23% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 14 closed out — a net gain of 32 holders — while 167 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $130M. The largest seller was AssetMark Inc, cutting an estimated $31.3M.

  • 327 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2019, up from 300 in Q1 2019.
  • Funds reported $3.51B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2019, up 23% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2019 and 14 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $130M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2019 was AssetMark Inc, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2019.