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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
RFM
76
Royal Fund Management
Florida
$4.24M -$684K -19,339 -15%
KWM
77
Kingsview Wealth Management
Oregon
$4.22M +$46.9K +1,327 +1%
PA
78
Probity Advisors
Texas
$4.03M +$123K +3,474 +3%
W
79
Wealthquest
Ohio
$3.97M +$108K +3,053 +3%
APA
80
American Portfolios Advisors
New York
$3.81M +$3.48M +98,312 +2,431%
UR
81
USCA RIA
Texas
$3.77M +$111K +3,127 +3%
BC
82
Burney Company
Virginia
$3.64M +$660K +18,667 +24%
RIA
83
Regal Investment Advisors
Michigan
$3.55M +$2.64M +74,805 +362%
WF
84
WealthTrust Fairport
Ohio
$3.5M +$802K +22,673 +32%
MAS
85
Managed Account Services
Florida
$3.46M +$52K +1,470 +2%
AI
86
Atria Investments
North Carolina
$3.42M -$420K -11,869 -11%
PAG
87
Private Advisor Group
New Jersey
$3.38M +$176K +4,982 +6%
FA
88
FDx Advisors
Illinois
$3.27M +$608K +17,188 +24%
PFM
89
Parsec Financial Management
North Carolina
$3.25M +$815K +23,061 +36%
Invesco
90
Invesco
Georgia
$3.11M +$916K +25,906 +45%
NEIRG
91
New England Investment & Retirement Group
Massachusetts
$3.07M -$444K -12,565 -13%
VFA
92
Voya Financial Advisors
Connecticut
$3M -$515K -14,572 -15%
Jane Street
93
Jane Street
New York
$2.83M -$110K -3,117 -4%
MD
94
Money Design
Japan
$2.79M -$1.13M -32,066 -30%
MA
95
Mutual Advisors
Nebraska
$2.69M -$1.77M -49,977 -41%
CA
96
Cetera Advisors
Colorado
$2.57M +$227K +6,420 +10%
BRWA
97
B. Riley Wealth Advisors
Florida
$2.55M +$2.42M +68,524 New
PWAG
98
Polaris Wealth Advisory Group
California
$2.46M +$9.97K +282 +0.4%
BI
99
Ballast Inc
Kentucky
$2.46M +$2.34M +66,063 New
SWP
100
Stratos Wealth Partners
Ohio
$2.44M +$521K +14,724 +29%

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.