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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
101
Centerpoint Advisors
Massachusetts
$5.98M -$1.08M -26,481 -14%
DI
102
Diligent Investors
California
$5.77M +$332K +8,111 +5%
IA
103
IFP Advisors
Florida
$5.69M +$1.97M +48,102 +44%
PPWM
104
PFG Private Wealth Management
Florida
$5.69M +$395K +9,645 +6%
MAS
105
Managed Account Services
Florida
$5.67M +$2M +48,829 +42%
BRWA
106
B. Riley Wealth Advisors
Florida
$5.54M +$6.34M +154,911 New
CIC
107
Carnegie Investment Counsel
Ohio
$5.46M +$278K +6,779 +5%
APA
108
American Portfolios Advisors
New York
$5.35M +$5.9M +144,022 +2,536%
BC
109
Brio Consultants
California
$5.3M +$57.6K +1,407 +1%
MA
110
Mutual Advisors
Nebraska
$4.98M -$2.55M -62,162 -31%
AI
111
Atria Investments
North Carolina
$4.76M -$10.5M -255,507 -66%
GP
112
Girard Partners
Pennsylvania
$4.7M -$477K -11,636 -8%
RIS
113
Retirement Income Solutions
Michigan
$4.52M +$180K +4,402 +4%
MAFM
114
Mid Atlantic Financial Management
Pennsylvania
$4.44M -$823K -20,085 -14%
5L
115
55I LLC
Massachusetts
$4.34M +$4.17M +101,716 +867%
PFG
116
PAX Financial Group
Texas
$4.33M +$168K +4,113 +4%
MIAN
117
Mariner Independent Advisor Network
Kansas
$4.24M +$96.4K +2,354 +2%
FAAS
118
First Allied Advisory Services
California
$4.2M +$4.29M +104,762 +822%
FHC
119
First Heartland Consultants
Missouri
$4.15M -$8.43M -205,829 -64%
KWM
120
Kingsview Wealth Management
Oregon
$3.85M +$216K +5,285 +5%
CNBT
121
Canandaigua National Bank & Trust
New York
$3.79M +$4.35M +106,144 New
Janney Montgomery Scott
122
Janney Montgomery Scott
Pennsylvania
$3.67M -$1.82M -44,425 -30%
BSAM
123
Blue Sky Asset Management
Colorado
$3.63M +$755K +18,444 +22%
RZH
124
Relyea Zuckerberg Hanson
Connecticut
$3.6M -$79.1K -1,931 -2%
PA
125
Probity Advisors
Texas
$3.58M -$33.2K -810 -0.8%

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.