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State Street SPDR Portfolio S&P 500 Growth ETF

417 hedge funds and large institutions have $3.14B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

339% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 102

23% more funds holding in top 10

Funds holding in top 10: 4859 (+11)

22% more funds holding

Funds holding: 343417 (+74)

9% more capital invested

Capital invested by funds: $2.89B → $3.14B (+$246M)

1.78% more ownership

Funds ownership: 56.6%58.38% (+1.8%)

Holders
417
Holders Change
+74
Holders Change %
+21.57%
% of All Funds
8.22%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.16%
New
101
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
51
Provident Wealth Management
Tennessee
$15.6M +$14.9M +371,728 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$15.4M +$2.01M +50,205 +16%
PC
53
Permanens Capital
New York
$15.4M +$286K +7,140 +2%
CM
54
Churchill Management
California
$14.6M +$725K +18,100 +5%
AWM
55
AE Wealth Management
Kansas
$14.1M +$6.88M +171,557 +104%
EWM
56
Executive Wealth Management
Michigan
$13.9M -$737K -18,391 -5%
FHC
57
First Heartland Consultants
Missouri
$13.5M +$5.23M +130,583 +68%
Royal Bank of Canada
58
Royal Bank of Canada
Ontario, Canada
$13.4M -$170K -4,244 -1%
HC
59
HNP Capital
New York
$13.2M +$37.2K +929 +0.3%
SS
60
Simplicity Solutions
Minnesota
$13.1M +$6.57M +163,999 +110%
VRM
61
Vectors Research Management
New York
$12.9M -$73.3K -1,828 -0.6%
FWM
62
Foresight Wealth Management
Utah
$12.8M +$368K +9,179 +3%
AIG
63
American International Group
New York
$12.5M +$5.61M +140,060 +88%
CWA
64
Clarus Wealth Advisors
Arizona
$12.4M +$1.48M +36,836 +15%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$12.3M +$3.24M +80,735 +38%
SMFS
66
Squar Milner Financial Services
California
$11.4M +$2.81M +70,081 +35%
TCM
67
Tradewinds Capital Management
Washington
$11.4M +$10.9M +272,026 New
BlackRock
68
BlackRock
New York
$11.3M +$4.1M +102,176 +61%
HighTower Advisors
69
HighTower Advisors
Illinois
$11.2M -$119K -2,961 -1%
SFM
70
Signet Financial Management
New Jersey
$11M +$183K +4,559 +2%
Truist Financial
71
Truist Financial
North Carolina
$10.9M +$10.4M +260,132 New
WI
72
WrapManager Inc
California
$10.7M +$635K +15,855 +7%
EFL
73
ERn Financial LLC
Wisconsin
$10.3M +$456K +11,387 +5%
CC
74
Courier Capital
New York
$10.3M +$1.01M +25,148 +12%
MML Investors Services
75
MML Investors Services
Massachusetts
$9.06M +$1.56M +39,042 +22%

SPYG Hedge Fund Activity: Q4 2019 in Review

417 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2019, worth a combined $3.14B — up 8.5% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPYG positions and 23 closed out — a net gain of 78 holders — while 172 added to existing stakes and 102 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $24.4M. The largest seller was Horizon Investments, cutting an estimated $221M.

  • 417 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2019, up from 343 in Q3 2019.
  • Funds reported $3.14B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2019 and 23 closed out, a net change of +78 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $24.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2019 was Horizon Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2019.