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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
TW
76
Transform Wealth
Colorado
$8.98M +$2.19M +54,630 +34%
TFA
77
TPG Financial Advisors
Oregon
$8.69M +$229K +5,707 +3%
Financial Engines Advisors
78
Financial Engines Advisors
California
$8.66M +$7.81M +194,885 +1,653%
MA
79
Mutual Advisors
Nebraska
$8.45M +$990K +24,693 +14%
SCA
80
Snowden Capital Advisors
New York
$8.19M -$528K -13,165 -6%
CAS
81
Cascadia Advisory Services
Oregon
$8.16M +$7.8M +194,703 New
CA
82
Centerpoint Advisors
Massachusetts
$8.12M +$32.9K +820 +0.4%
OC
83
Oarsman Capital
Wisconsin
$8.07M +$231K +5,774 +3%
SIA
84
Starfire Investment Advisers
Michigan
$7.72M -$13.5K -336 -0.2%
VCP
85
Verus Capital Partners
Arizona
$7.32M +$7M +174,679 New
FIM
86
Freedom Investment Management
Connecticut
$7.32M -$402K -10,042 -5%
PWPS
87
Pinnacle Wealth Planning Services
Ohio
$7.24M -$1.59M -39,569 -19%
ACA
88
Affinity Capital Advisors
California
$6.61M +$6.32M +157,669 New
WFPG
89
Waller Financial Planning Group
Ohio
$6.59M +$94K +2,345 +2%
DI
90
Diligent Investors
California
$6.42M +$1.54M +38,326 +33%
PPWM
91
PFG Private Wealth Management
Florida
$6.27M +$6M +149,597 New
BC
92
Brio Consultants
California
$6.16M -$6.2M -154,788 -51%
Janney Montgomery Scott
93
Janney Montgomery Scott
Pennsylvania
$6.16M +$823K +20,523 +16%
CIC
94
Carnegie Investment Counsel
Ohio
$6.12M -$95.7K -2,388 -2%
PAG
95
Private Advisor Group
New Jersey
$6.08M +$1.79M +44,714 +45%
MAFM
96
Mid Atlantic Financial Management
Pennsylvania
$6.04M +$803K +20,046 +16%
GP
97
Girard Partners
Pennsylvania
$6M -$134K -3,355 -2%
JFA
98
Johanson Financial Advisors
California
$5.88M +$9.88M +246,412 New
JFA
99
JNBA Financial Advisors
Minnesota
$5.69M +$1.67M +41,644 +44%
VBFP
100
Valtinson Bruner Financial Planning
Minnesota
$5.62M +$1.28M +31,968 +32%

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.