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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
5L
76
55I LLC
Massachusetts
$17.9M +$2.34M +41,832 +15%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$17.8M -$15.7K -280 -0.9%
JMPWA
78
JP Morgan Private Wealth Advisors
California
$17.5M -$296K -5,281 -2%
JFA
79
JNBA Financial Advisors
Minnesota
$16.9M +$397K +7,094 +2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$16.7M +$1.35M +24,062 +9%
OWA
81
Octavia Wealth Advisors
Ohio
$16.3M -$4.37M -78,057 -21%
Truist Financial
82
Truist Financial
North Carolina
$16.2M +$828K +14,777 +5%
GWM
83
Geneos Wealth Management
Colorado
$16.1M -$285K -5,088 -2%
OHIS
84
Oak Harvest Investment Services
Texas
$15M +$2.32M +41,419 +18%
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$14.6M -$571K -10,187 -4%
CWA
86
Clarus Wealth Advisors
Arizona
$14.4M +$148K +2,637 +1%
FA
87
Freestate Advisors
Kansas
$14.3M +$14.2M +253,297 New
CIM
88
Confluence Investment Management
Missouri
$14M -$11M -196,841 -44%
BTWM
89
Baker Tilly Wealth Management
Wisconsin
$13.6M +$1.31M +23,302 +11%
MIAN
90
Mariner Independent Advisor Network
Kansas
$13.5M -$1.18K -21 -0%
CWA
91
Choice Wealth Advisors
Maine
$13.3M +$655K +11,689 +5%
LFPWM
92
Leicht Financial Planning & Wealth Management
New Jersey
$12.8M +$739K +13,199 +6%
CC
93
Courier Capital
New York
$12.4M -$378K -6,756 -3%
Creative Planning
94
Creative Planning
Kansas
$12.1M +$185K +3,303 +2%
FI
95
FormulaFolio Investments
Michigan
$11.5M -$98.6M -1,759,296 -90%
FWM
96
Foresight Wealth Management
Utah
$11.5M -$100K -1,793 -0.9%
NL
97
Navalign LLC
California
$11.4M +$11.4M +203,010 New
IHWM
98
Iron Horse Wealth Management
Iowa
$11.2M +$188K +3,359 +2%
EFL
99
ERn Financial LLC
Wisconsin
$11M +$28.2K +504 +0.3%
ACA
100
Affinity Capital Advisors
California
$10.9M -$2.38M -42,470 -18%

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.