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State Street SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $367K

63% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 98

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

5% more funds holding

Funds holding: 327343 (+16)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

7.95% less ownership

Funds ownership: 64.55%56.6% (-8%)

17% less capital invested

Capital invested by funds: $3.51B → $2.89B (-$612M)

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.52%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$12.6M -$498K -12,757 -4%
SB
52
Suntrust Banks
Georgia
$12.6M +$151K +3,869 +1%
Cambridge Investment Research Advisors
53
Cambridge Investment Research Advisors
Iowa
$12.4M -$1.58M -40,435 -11%
VRM
54
Vectors Research Management
New York
$12.1M +$1.9M +48,507 +18%
BC
55
Brio Consultants
California
$11.7M +$2.39M +61,237 +25%
HC
56
HNP Capital
New York
$11.7M +$1.89M +48,368 +19%
FWM
57
Foresight Wealth Management
Utah
$11.6M -$151K -3,861 -1%
HighTower Advisors
58
HighTower Advisors
Illinois
$10.5M -$1.04M -26,671 -9%
SFM
59
Signet Financial Management
New Jersey
$10.3M +$1.52M +38,999 +18%
SMFS
60
Squar Milner Financial Services
California
$10.2M -$2.23M -56,960 -22%
CWA
61
Clarus Wealth Advisors
Arizona
$9.73M -$136K -3,487 -1%
FFS
62
Founders Financial Securities
Maryland
$9.61M -$2M -51,269 -17%
WI
63
WrapManager Inc
California
$9.33M +$339K +8,664 +4%
EFL
64
ERn Financial LLC
Wisconsin
$9.16M +$273K +6,996 +3%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$8.27M +$4.03M +103,015 +94%
CC
66
Courier Capital
New York
$8.16M +$7.83M +200,488 +1,497%
SCA
67
Snowden Capital Advisors
New York
$8.11M +$454K +11,609 +6%
TFA
68
TPG Financial Advisors
Oregon
$7.84M +$96K +2,457 +1%
FI
69
FormulaFolio Investments
Michigan
$7.79M +$7.83M +200,365 New
CA
70
Centerpoint Advisors
Massachusetts
$7.5M -$142K -3,624 -2%
FHC
71
First Heartland Consultants
Missouri
$7.44M +$5.28M +135,104 +240%
PWPS
72
Pinnacle Wealth Planning Services
Ohio
$7.26M +$1.09M +27,877 +15%
OC
73
Oarsman Capital
Wisconsin
$7.26M -$2.58K -66 -0%
FIM
74
Freedom Investment Management
Connecticut
$7.18M -$632K -16,170 -8%
SIA
75
Starfire Investment Advisers
Michigan
$7.17M -$139K -3,546 -2%

SPYG Hedge Fund Activity: Q3 2019 in Review

343 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2019, worth a combined $2.89B — down 17% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 29 closed out — a net gain of 17 holders — while 160 added to existing stakes and 98 trimmed.

The largest buyer was Old National Bancorp, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $409M.

  • 343 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2019, up from 327 in Q2 2019.
  • Funds reported $2.89B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2019 and 29 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2019 was Old National Bancorp, an estimated $22.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2019.