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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

171 hedge funds and large institutions have $810M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 76 increasing their positions, 23 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

538% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 8

230% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 23

157% more funds holding in top 10

Funds holding in top 10: 7 → 18 (+11)

110% more capital invested

Capital invested by funds: $386M → $810M (+$424M)

31% more funds holding

Funds holding: 131 → 171 (+40)

8.54% more ownership

Funds ownership: 32.44% → 40.98% (+8.5%)

Holders
171
Holders Change
+40
Holders Change %
+30.53%
% of All Funds
3.92%
Holding in Top 10
18
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+157.14%
% of All Funds
0.41%
New
51
Increased
76
Reduced
23
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
+$114M
2
VA
Valmark Advisers
Ohio
+$70.3M
3
FWM
Focused Wealth Management
New York
+$28.5M
4
PI
PFS Investments
Georgia
+$22.2M
5
IWA
Inspirion Wealth Advisors
Illinois
+$20.5M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.29M
2
PCG
Private Capital Group
Connecticut
-$2.16M
3
VFA
Voya Financial Advisors
Connecticut
-$2M
4
CDIA
Capital Directions Investment Advisors
Georgia
-$1.47M
5
XS
XR Securities
Illinois
-$1.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
101
Plante Moran Financial Advisors
Michigan
$496K -$5.13K -149 -1%
IA
102
IFP Advisors
Florida
$481K – – –
Millennium Management
103
Millennium Management
New York
$456K +$469K +13,612 New
FAIM
104
Financial Advocates Investment Management
Washington
$453K +$861 +25 +0.2%
PWS
105
Paragon Wealth Strategies
Florida
$450K +$462K +13,416 New
TCM
106
Tradition Capital Management
New Jersey
$442K +$455K +13,199 New
GWM
107
Geneos Wealth Management
Colorado
$424K +$297K +8,609 +212%
SS
108
Sunbelt Securities
Texas
$421K +$15.9K +462 +4%
HB
109
Homrich & Berg
Georgia
$410K +$422K +12,240 New
Stifel Financial
110
Stifel Financial
Missouri
$383K -$30.7K -890 -7%
AWA
111
Arete Wealth Advisors
Illinois
$376K +$386K +11,217 New
MHS
112
M Holdings Securities
Oregon
$364K +$4.17K +121 +1%
CAGAS
113
Capital Advisory Group Advisory Services
Minnesota
$357K +$368K +10,679 New
GG
114
GenWealth Group
New Jersey
$341K +$103 +3 +0%
Baird Financial Group
115
Baird Financial Group
Wisconsin
$331K +$340K +9,881 New
PFM
116
Parsec Financial Management
North Carolina
$330K +$339K +9,837 New
RC
117
RegentAtlantic Capital
New Jersey
$326K +$335K +9,712 New
SPIA
118
Steward Partners Investment Advisory
New York
$305K +$247K +7,166 +368%
GT
119
Glenmede Trust
Pennsylvania
$300K – – –
PA
120
PFG Advisors
Arizona
$295K – – –
AW
121
ACG Wealth
Georgia
$272K +$11.2K +324 +4%
CCM
122
Condor Capital Management
New Jersey
$258K +$266K +7,708 New
SIAS
123
Shine Investment Advisory Services
Colorado
$245K – – –
NB
124
Nicolet Bankshares
Wisconsin
$245K +$251K +7,297 New
JGIA
125
Jackson Grant Investment Advisers
Connecticut
$238K +$94.1K +2,731 +63%
3 4
5
6 7

SPYG Hedge Fund Activity: Q1 2018 in Review

171 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2018, worth a combined $810M — up 110% from $386M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPYG positions and 8 closed out — a net gain of 43 holders — while 76 added to existing stakes and 23 trimmed.

The largest buyer was Horizon Investments, opening a new position worth an estimated $114M. The largest seller was Raymond James & Associates, cutting an estimated $2.29M.

  • 171 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2018, up from 131 in Q4 2017.
  • Funds reported $810M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2018, up 110% quarter-over-quarter.
  • 51 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2018 and 8 closed out, a net change of +43 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2018 was Horizon Investments, an estimated $114M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2018 was Raymond James & Associates, an estimated $2.29M sold.

Based on aggregated 13F filings for Q1 2018.