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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
76
Royal Bank of Canada
Ontario, Canada
$10.1M -$1.57M -38,401 -12%
HC
77
HNP Capital
New York
$9.27M -$2.66M -65,054 -21%
CC
78
Courier Capital
New York
$9.27M +$160K +3,915 +2%
Truist Financial
79
Truist Financial
North Carolina
$9.13M -$186K -4,529 -2%
NB
80
Nicolet Bankshares
Wisconsin
$9.06M +$4.93M +120,482 +91%
ACA
81
Affinity Capital Advisors
California
$8.97M +$2.71M +66,065 +42%
MML Investors Services
82
MML Investors Services
Massachusetts
$8.64M +$1.04M +25,426 +12%
EDRIA
83
Edmonds Duncan Registered Investment Advisors
Kansas
$8.61M +$9.57M +233,549 +3,131%
EFL
84
ERn Financial LLC
Wisconsin
$8.61M -$250K -6,105 -2%
PWPS
85
Pinnacle Wealth Planning Services
Ohio
$7.96M +$2.36M +57,538 +33%
JFA
86
JNBA Financial Advisors
Minnesota
$7.87M +$3.46M +84,462 +62%
FIM
87
Freedom Investment Management
Connecticut
$7.52M -$216K -5,278 -3%
SMFS
88
Squar Milner Financial Services
California
$7.36M -$2.73M -66,613 -24%
TFA
89
TPG Financial Advisors
Oregon
$7.12M -$334K -8,153 -4%
AF
90
Advisornet Financial
Minnesota
$7.02M +$5.08M +124,074 +172%
FFS
91
Founders Financial Securities
Maryland
$6.95M +$4.67M +114,057 +142%
TCA
92
Transcend Capital Advisors
New Jersey
$6.91M +$7.6M +185,578 +2,394%
WI
93
WrapManager Inc
California
$6.9M -$2.57M -62,741 -25%
SCA
94
Snowden Capital Advisors
New York
$6.68M -$347K -8,463 -4%
VFA
95
Voya Financial Advisors
Connecticut
$6.62M +$7.48M +182,653 New
VCP
96
Verus Capital Partners
Arizona
$6.59M +$393K +9,606 +5%
WFPG
97
Waller Financial Planning Group
Ohio
$6.58M +$1.1M +26,864 +17%
JWM
98
Jackson Wealth Management
Florida
$6.58M -$9.19M -224,486 -59%
SIA
99
Starfire Investment Advisers
Michigan
$6.58M -$5.08K -124 -0.1%
OC
100
Oarsman Capital
Wisconsin
$6.08M -$921K -22,497 -12%

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.