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State Street SPDR Portfolio S&P 500 Growth ETF

417 hedge funds and large institutions have $3.14B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

339% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 102

23% more funds holding in top 10

Funds holding in top 10: 4859 (+11)

22% more funds holding

Funds holding: 343417 (+74)

9% more capital invested

Capital invested by funds: $2.89B → $3.14B (+$246M)

1.78% more ownership

Funds ownership: 56.6%58.38% (+1.8%)

Holders
417
Holders Change
+74
Holders Change %
+21.57%
% of All Funds
8.22%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.16%
New
101
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
NB
101
Nicolet Bankshares
Wisconsin
$5.57M +$2.36M +58,954 +80%
SA
102
Shilanski & Associates
Alaska
$5.37M +$44.2K +1,103 +0.9%
TCWM
103
Total Clarity Wealth Management
Illinois
$5.21M +$4.98M +124,303 New
SRSA
104
S.R. Schill & Associates
Washington
$5.2M -$35.5K -886 -0.7%
CAGAS
105
Capital Advisory Group Advisory Services
Minnesota
$5.18M +$4.42M +110,237 +822%
CWM
106
CMH Wealth Management
New Hampshire
$5.14M +$405K +10,095 +9%
RIS
107
Retirement Income Solutions
Michigan
$5.12M +$4.59M +114,481 +1,501%
MIAN
108
Mariner Independent Advisor Network
Kansas
$5.09M +$268K +6,679 +6%
GG
109
GenWealth Group
New Jersey
$5.04M +$1.26M +31,553 +36%
IWM
110
IHT Wealth Management
Illinois
$5.01M +$628K +15,667 +15%
MAS
111
Managed Account Services
Florida
$4.98M +$124K +3,097 +3%
UR
112
USCA RIA
Texas
$4.9M +$42.1K +1,050 +0.9%
PFG
113
PAX Financial Group
Texas
$4.74M +$4.2M +104,683 New
BC
114
Burney Company
Virginia
$4.65M +$44.6K +1,114 +1%
RFM
115
Royal Fund Management
Florida
$4.64M -$208K -5,185 -4%
PFM
116
Parsec Financial Management
North Carolina
$4.63M +$449K +11,195 +11%
IA
117
IFP Advisors
Florida
$4.6M -$51.1K -1,274 -1%
AWM
118
Aprio Wealth Management
Georgia
$4.5M +$4.3M +107,338 New
RZH
119
Relyea Zuckerberg Hanson
Connecticut
$4.3M +$4.11M +102,573 New
KWM
120
Kingsview Wealth Management
Oregon
$4.29M +$2.71M +67,507 +194%
PA
121
Probity Advisors
Texas
$4.23M -$47.7K -1,190 -1%
PSUF
122
People's United Financial
Connecticut
$4.11M +$361K +9,011 +10%
NEIRG
123
New England Investment & Retirement Group
Massachusetts
$4.09M +$103K +2,569 +3%
Baird Financial Group
124
Baird Financial Group
Wisconsin
$3.98M +$286K +7,136 +8%
SAM
125
Stringer Asset Management
Tennessee
$3.9M -$148K -3,698 -4%

SPYG Hedge Fund Activity: Q4 2019 in Review

417 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2019, worth a combined $3.14B — up 8.5% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPYG positions and 23 closed out — a net gain of 78 holders — while 172 added to existing stakes and 102 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $24.4M. The largest seller was Horizon Investments, cutting an estimated $221M.

  • 417 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2019, up from 343 in Q3 2019.
  • Funds reported $3.14B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2019 and 23 closed out, a net change of +78 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $24.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2019 was Horizon Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2019.