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State Street SPDR Portfolio S&P 500 Growth ETF

460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

80% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $693K

37% more capital invested

Capital invested by funds: $4B → $5.48B (+$1.48B)

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

10% more funds holding

Funds holding: 419460 (+41)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

2.32% less ownership

Funds ownership: 71.93%69.61% (-2.3%)

Holders
460
Holders Change
+41
Holders Change %
+9.79%
% of All Funds
9.43%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
71
Increased
174
Reduced
173
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CFS
51
Cannon Financial Strategists
Georgia
$23.8M +$1.93M +46,558 +10%
EWA
52
ERTS Wealth Advisors
Michigan
$23.4M +$723K +17,407 +3%
Goldman Sachs
53
Goldman Sachs
New York
$23.2M -$3.58M -86,208 -14%
MD
54
Money Design
Japan
$22.8M +$21.1M +507,405 New
CIM
55
Confluence Investment Management
Missouri
$22.4M -$98.4K -2,369 -0.5%
FPIS
56
Financial Planning & Information Services
Wisconsin
$22.3M -$928K -22,346 -4%
KA
57
Klingman & Associates
New York
$21.6M +$697K +16,780 +4%
AWM
58
Altium Wealth Management
New York
$20.8M -$2.4M -57,867 -11%
IWM
59
IHT Wealth Management
Illinois
$19.3M +$2.9M +69,942 +19%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$18.9M
T
61
TrueFG
Texas
$17.4M -$657K -15,810 -4%
FFS
62
Founders Financial Securities
Maryland
$17.2M +$7.85M +188,934 +97%
SAM
63
Shone Asset Management
California
$16.8M -$96.9K -2,332 -0.6%
CM
64
Churchill Management
California
$16.8M +$1.04M +24,969 +7%
HighTower Advisors
65
HighTower Advisors
Illinois
$16.7M +$44.9K +1,082 +0.3%
TCM
66
Tradewinds Capital Management
Washington
$16.2M -$1.23M -29,516 -8%
AIG
67
American International Group
New York
$16.1M +$2.45M +59,070 +20%
SFM
68
Signet Financial Management
New Jersey
$15.5M +$581K +13,977 +5%
UCFA
69
United Capital Financial Advisors
Texas
$15.4M +$1.7M +40,815 +14%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$15.1M -$2.51M -60,468 -15%
FC
71
Financial Consulate
Maryland
$14.6M -$1.32M -31,790 -9%
RA
72
Riversedge Advisors
Delaware
$14.4M +$159K +3,830 +1%
CWA
73
Clarus Wealth Advisors
Arizona
$14.2M -$3.01M -72,370 -19%
NB
74
Nicolet Bankshares
Wisconsin
$13.8M +$2.27M +54,598 +22%
TW
75
Transform Wealth
Colorado
$13.5M -$662K -15,950 -5%

SPYG Hedge Fund Activity: Q2 2020 in Review

460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.

  • 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
  • Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.