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State Street SPDR Portfolio S&P 500 Growth ETF

327 hedge funds and large institutions have $3.51B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

109% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 80

55% more call options, than puts

Call options by funds: $592K | Put options by funds: $383K

23% more capital invested

Capital invested by funds: $2.86B → $3.51B (+$647M)

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

9% more funds holding

Funds holding: 300327 (+27)

1.31% less ownership

Funds ownership: 65.86%64.55% (-1.3%)

Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.1%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
MAS
101
Managed Account Services
Florida
$3.78M +$186K +4,904 +5%
W
102
Wealthquest
Ohio
$3.57M -$559K -14,704 -14%
FA
103
FDx Advisors
Illinois
$3.55M +$147K +3,872 +4%
VFA
104
Voya Financial Advisors
Connecticut
$3.54M +$402K +10,573 +13%
SS
105
Simplicity Solutions
Minnesota
$3.44M +$1.72M +45,164 +103%
PSUF
106
People's United Financial
Connecticut
$3.44M +$2.77M +73,013 +463%
RIA
107
Regal Investment Advisors
Michigan
$3.4M -$290K -7,636 -8%
MWPCG
108
Measured Wealth Private Client Group
New Hampshire
$3.3M +$3.24M +85,278 New
NEIRG
109
New England Investment & Retirement Group
Massachusetts
$3.22M +$27.8K +731 +0.9%
BFG
110
Barber Financial Group
Kansas
$3.1M +$1.25M +32,869 +70%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$3M +$561K +14,762 +24%
CWSR
112
Chessman Wealth Strategies RIA
Texas
$2.99M -$11.3M -298,092 -80%
CA
113
Cetera Advisors
Colorado
$2.95M +$271K +7,131 +10%
SWP
114
Stratos Wealth Partners
Ohio
$2.9M +$358K +9,431 +14%
LBC
115
Lowe Brockenbrough & Co
Virginia
$2.81M +$2.76M +72,590 New
RIM
116
Redwood Investment Management
Arizona
$2.77M +$1.23M +32,394 +83%
SPIA
117
Steward Partners Investment Advisory
New York
$2.69M +$309K +8,142 +13%
BI
118
Ballast Inc
Kentucky
$2.68M +$121K +3,174 +5%
Janney Montgomery Scott
119
Janney Montgomery Scott
Pennsylvania
$2.66M +$1.07M +28,165 +70%
PWAG
120
Polaris Wealth Advisory Group
California
$2.64M +$73.4K +1,932 +3%
AF
121
Advisornet Financial
Minnesota
$2.6M +$152K +3,996 +6%
BCI
122
Brinker Capital Investments
Pennsylvania
$2.59M +$1.13M +29,743 +80%
TAM
123
Tradition Asset Management
Virginia
$2.57M +$2.52M +66,358 New
WIA
124
Wealthstreet Investment Advisors
Texas
$2.48M -$21.9K -576 -0.9%
JFA
125
JNBA Financial Advisors
Minnesota
$2.44M +$1.91M +50,389 +403%

SPYG Hedge Fund Activity: Q2 2019 in Review

327 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2019, worth a combined $3.51B — up 23% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 14 closed out — a net gain of 32 holders — while 167 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $130M. The largest seller was AssetMark Inc, cutting an estimated $31.3M.

  • 327 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2019, up from 300 in Q1 2019.
  • Funds reported $3.51B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2019, up 23% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2019 and 14 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $130M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2019 was AssetMark Inc, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2019.