We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
76
Signet Financial Management
New Jersey
$18.8M +$870K +16,561 +5%
CCWA
77
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$18.6M +$2.69M +51,243 +18%
Thrivent Financial for Lutherans
78
Thrivent Financial for Lutherans
Minnesota
$18.5M -$344K -6,553 -17%
RA
79
Riversedge Advisors
Delaware
$18M +$62.8K +1,195 +0.4%
NB
80
Nicolet Bankshares
Wisconsin
$17.9M +$530K +10,076 +3%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$17.4M +$564K +10,733 +4%
CAL
82
Capital Analysts LLC
Pennsylvania
$17.4M +$70.3K +1,337 +0.4%
GL
83
Graypoint LLC
New York
$17.2M +$1.14M +21,725 +7%
JFA
84
JNBA Financial Advisors
Minnesota
$16.2M +$3.98M +75,692 +35%
UR
85
USCA RIA
Texas
$15.5M +$3.54M +67,389 +32%
5L
86
55I LLC
Massachusetts
$15.2M +$1.19M +22,703 +9%
Truist Financial
87
Truist Financial
North Carolina
$15.1M -$5.9M -112,291 -29%
Royal Bank of Canada
88
Royal Bank of Canada
Ontario, Canada
$15.1M +$492K +9,360 +4%
MAFM
89
Mid Atlantic Financial Management
Pennsylvania
$14.9M +$6.49M +123,458 +84%
M1FG
90
Mach-1 Financial Group
Arkansas
$14.6M +$13.8M +263,355 New
UCFA
91
United Capital Financial Advisors
Texas
$13.3M -$2.41M -45,801 -16%
MIAN
92
Mariner Independent Advisor Network
Kansas
$13.2M +$2.33M +44,267 +23%
CWA
93
Clarus Wealth Advisors
Arizona
$13.2M -$44.8K -852 -0.4%
ACA
94
Affinity Capital Advisors
California
$13M -$2.37M -45,175 -16%
WFA
95
Wells Financial Advisors
Massachusetts
$12.5M +$11.9M +226,489 New
CC
96
Courier Capital
New York
$12.5M +$928K +17,663 +8%
OHIS
97
Oak Harvest Investment Services
Texas
$12.5M +$11.8M +225,270 New
CWA
98
Choice Wealth Advisors
Maine
$12.4M +$11.8M +224,794 New
VRM
99
Vectors Research Management
New York
$12.4M +$495K +9,413 +4%
BTWM
100
Baker Tilly Wealth Management
Wisconsin
$12M +$11.4M +216,941 New

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.