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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
RA
76
Riversedge Advisors
Delaware
$16.2M +$232K +4,734 +1%
NB
77
Nicolet Bankshares
Wisconsin
$15.8M +$320K +6,530 +2%
CAL
78
Capital Analysts LLC
Pennsylvania
$15.7M +$781K +15,929 +5%
CWM
79
Connecticut Wealth Management
Connecticut
$15.6M +$15.3M +311,874 New
JMPWA
80
JP Morgan Private Wealth Advisors
California
$15.3M +$5.08M +103,635 +52%
PAG
81
Private Advisor Group
New Jersey
$14.9M -$14.2M -290,621 -49%
GL
82
Graypoint LLC
New York
$14.5M +$11.2M +228,894 +374%
UCFA
83
United Capital Financial Advisors
Texas
$14.3M -$2.72M -55,548 -16%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.3M +$51.6K +1,053 +0.4%
ACA
85
Affinity Capital Advisors
California
$14M +$1.88M +38,279 +16%
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$13.3M +$1.06M +21,563 +9%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$13.2M -$741K -15,107 -5%
5L
88
55I LLC
Massachusetts
$12.7M +$3.7M +75,421 +43%
EFL
89
ERn Financial LLC
Wisconsin
$12.5M -$153K -3,118 -1%
SF
90
Symphony Financial
Texas
$12.2M +$5.4M +110,105 +82%
FWM
91
Foresight Wealth Management
Utah
$12.2M -$176K -3,599 -1%
VRM
92
Vectors Research Management
New York
$12M -$3.9M -79,531 -27%
CWA
93
Clarus Wealth Advisors
Arizona
$11.9M -$3.38M -68,973 -22%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$11.5M -$61.5K -1,255 -3%
HC
95
HNP Capital
New York
$11.4M -$2.5M -51,015 -19%
CC
96
Courier Capital
New York
$11M -$1.82M -37,073 -15%
OC
97
Oarsman Capital
Wisconsin
$11M +$298K +6,085 +3%
JFA
98
JNBA Financial Advisors
Minnesota
$10.9M +$1.11M +22,628 +12%
VFA
99
Voya Financial Advisors
Connecticut
$10.7M +$1.77M +36,062 +20%
UR
100
USCA RIA
Texas
$10.7M +$929K +18,948 +10%

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.