We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
WI
101
WrapManager Inc
California
$10.7M +$287K +5,864 +3%
TW
102
Transform Wealth
Colorado
$10.6M -$4.33M -88,409 -29%
Creative Planning
103
Creative Planning
Kansas
$10.6M +$9.02M +184,067 +669%
LFPWM
104
Leicht Financial Planning & Wealth Management
New Jersey
$10.2M +$3.41M +69,668 +52%
MIAN
105
Mariner Independent Advisor Network
Kansas
$9.78M +$4.4M +89,832 +85%
SWP
106
Stratos Wealth Partners
Ohio
$9.28M +$696K +14,203 +8%
EWM
107
Executive Wealth Management
Michigan
$9.25M +$2.58M +52,586 +40%
PWPS
108
Pinnacle Wealth Planning Services
Ohio
$8.68M -$1.65M -33,584 -15%
DI
109
Diligent Investors
California
$8.46M +$358K +7,313 +5%
CSPIA
110
Cary Street Partners Investment Advisory
Virginia
$8.42M +$7.82M +159,629 +1,906%
CIC
111
Carnegie Investment Counsel
Ohio
$8.35M +$908K +18,527 +13%
AssetMark Inc
112
AssetMark Inc
California
$8.32M -$1.44M -29,346 -15%
CNC
113
Canandaigua National Corp
New York
$8.28M +$767K +15,653 +10%
MUAMU
114
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$8.02M +$7.84M +160,000 New
MPM
115
Meritage Portfolio Management
Kansas
$8.01M +$7.84M +159,850 New
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$7.8M +$11.7K +239 +0.2%
MWM
117
Meridian Wealth Management
Kentucky
$7.73M +$6.68M +136,378 +761%
MAFM
118
Mid Atlantic Financial Management
Pennsylvania
$7.69M +$2.61M +53,322 +57%
PPWM
119
PFG Private Wealth Management
Florida
$7.56M -$160K -3,270 -2%
IA
120
IFP Advisors
Florida
$7.45M -$646K -13,188 -8%
TFA
121
TPG Financial Advisors
Oregon
$7.26M -$1.37M -27,871 -16%
JWM
122
Jackson Wealth Management
Florida
$6.85M -$611K -12,457 -8%
VC
123
Vicus Capital
Pennsylvania
$6.6M -$819K -16,710 -11%
BRWA
124
B. Riley Wealth Advisors
Florida
$6.44M +$378K +7,703 +6%
GP
125
Girard Partners
Pennsylvania
$6.33M -$195K -3,984 -3%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.