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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
WIA
101
Wealthstreet Investment Advisors
Texas
$2.41M +$87.9K +2,487 +4%
AF
102
Advisornet Financial
Minnesota
$2.35M -$676K -19,118 -23%
Baird Financial Group
103
Baird Financial Group
Wisconsin
$2.33M +$1.89M +53,547 +594%
VRM
104
Vectors Research Management
New York
$2.31M +$2.19M +62,035 New
SPIA
105
Steward Partners Investment Advisory
New York
$2.28M -$1.61M -45,454 -43%
TW
106
Transform Wealth
Colorado
$2.25M -$17.7K -500 -0.8%
MSAM
107
Moloney Securities Asset Management
Missouri
$2.25M +$1.08M +30,551 +103%
VBFP
108
Valtinson Bruner Financial Planning
Minnesota
$2.24M -$152K -4,294 -7%
HC
109
HNP Capital
New York
$2.17M +$2.07M +58,455 New
Lido Advisors
110
Lido Advisors
California
$2.17M +$39.6K +1,120 +2%
ISB
111
Iowa State Bank
Iowa
$2.15M +$57.6K +1,630 +3%
BTS
112
BB&T Securities
Virginia
$2.14M +$75.5K +2,136 +4%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.1M +$93.4K +2,641 +5%
AAS
114
Avantax Advisory Services
Texas
$2.01M -$214K -6,052 -10%
TCM
115
Tradition Capital Management
New Jersey
$1.89M +$744K +21,039 +71%
Fidelity Investments
116
Fidelity Investments
Massachusetts
$1.89M +$1.4M +39,517 +350%
OAM
117
Occidental Asset Management
California
$1.85M -$26.5K -749 -1%
IA
118
IndexIQ Advisors
New York
$1.84M +$86.2K +2,438 +5%
WPSG
119
Wealth & Pension Services Group
Georgia
$1.82M +$4.7K +133 +0.3%
CAG
120
Csenge Advisory Group
Florida
$1.81M +$1.72M +48,624 New
Thrivent Financial for Lutherans
121
Thrivent Financial for Lutherans
Minnesota
$1.79M -$237K -6,699 -12%
Stifel Financial
122
Stifel Financial
Missouri
$1.76M +$762K +21,546 +83%
BFG
123
Barber Financial Group
Kansas
$1.76M -$2.92M -82,594 -64%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$1.75M +$1.66M +46,958 +44,300%
BWFA
125
Baltimore-Washington Financial Advisors
Maryland
$1.66M +$910K +25,727 +135%

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.