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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
RJA
51
Raymond James & Associates
Florida
$27.3M +$559K +11,412 +2%
Janney Montgomery Scott
52
Janney Montgomery Scott
Pennsylvania
$26.6M +$20.1M +410,429 +341%
MCM
53
Model Capital Management
Massachusetts
$26.2M +$25.6M +522,322 New
CFS
54
Cannon Financial Strategists
Georgia
$25.7M -$888K -18,112 -3%
IWA
55
Inspirion Wealth Advisors
Illinois
$25.4M -$4.75M -96,940 -16%
EH
56
Equitable Holdings
New York
$25.1M -$1.52M -30,943 -6%
AWM
57
Altium Wealth Management
New York
$24M +$760K +15,510 +3%
AIG
58
American International Group
New York
$23.2M +$5.17M +105,534 +29%
KA
59
Klingman & Associates
New York
$23M -$1.06M -21,689 -5%
CIM
60
Confluence Investment Management
Missouri
$22M -$2.91M -59,395 -12%
FFG
61
Ford Financial Group
California
$21.6M -$6.78M -138,272 -24%
FPIS
62
Financial Planning & Information Services
Wisconsin
$21.4M -$3.35M -68,325 -14%
EWA
63
ERTS Wealth Advisors
Michigan
$21.2M -$4.74M -96,684 -19%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$20.8M +$3.91M +79,715 +24%
HighTower Advisors
65
HighTower Advisors
Illinois
$20M +$1.27M +25,842 +7%
Truist Financial
66
Truist Financial
North Carolina
$19.3M +$5.35M +109,054 +40%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$18.9M
T
68
TrueFG
Texas
$18.9M -$479K -9,774 -3%
SAM
69
Shone Asset Management
California
$18.4M -$245K -4,990 -1%
AIA
70
Alera Investment Advisors
Illinois
$18.3M +$13.3M +271,649 +289%
RCIM
71
Red Cedar Investment Management
Michigan
$18.2M -$8.42M -171,754 -32%
FC
72
Financial Consulate
Maryland
$18M +$1.72M +35,129 +11%
MAS
73
Managed Account Services
Florida
$17.7M +$6.16M +125,718 +58%
TCM
74
Tradewinds Capital Management
Washington
$17.2M -$820K -16,729 -5%
SFM
75
Signet Financial Management
New Jersey
$16.6M +$389K +7,926 +3%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.