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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
LFPWM
101
Leicht Financial Planning & Wealth Management
New Jersey
$11.8M +$603K +11,467 +6%
OC
102
Oarsman Capital
Wisconsin
$11.8M -$256K -4,871 -2%
WI
103
WrapManager Inc
California
$11.7M -$35K -666 -0.3%
Creative Planning
104
Creative Planning
Kansas
$11.7M -$19.1K -363 -0.2%
FWM
105
Foresight Wealth Management
Utah
$11.4M -$1.97M -37,452 -15%
SF
106
Symphony Financial
Texas
$11.1M -$2.12M -40,391 -17%
HC
107
HNP Capital
New York
$10.9M -$940K -17,892 -8%
FHC
108
First Heartland Consultants
Missouri
$10.9M -$21.9M -417,236 -68%
IHWM
109
Iron Horse Wealth Management
Iowa
$10.8M +$10.3M +196,008 New
EFL
110
ERn Financial LLC
Wisconsin
$10.8M -$2.93M -55,755 -22%
TFA
111
TPG Financial Advisors
Oregon
$10.3M +$2.23M +42,366 +29%
SWP
112
Stratos Wealth Partners
Ohio
$10.3M +$94.2K +1,793 +1%
PWPS
113
Pinnacle Wealth Planning Services
Ohio
$9.62M +$106K +2,022 +1%
RCIM
114
Red Cedar Investment Management
Michigan
$9.61M -$9.99M -190,071 -52%
22CM
115
20/20 Capital Management
California
$9.24M +$6.97M +132,673 +454%
CIC
116
Carnegie Investment Counsel
Ohio
$9.07M -$140K -2,664 -2%
DI
117
Diligent Investors
California
$8.88M -$425K -8,085 -5%
PPWM
118
PFG Private Wealth Management
Florida
$8.83M +$460K +8,746 +6%
MWM
119
Meridian Wealth Management
Kentucky
$8.64M +$101K +1,921 +1%
MPM
120
Meritage Portfolio Management
Kansas
$8.61M -$216K -4,111 -3%
MML Investors Services
121
MML Investors Services
Massachusetts
$7.92M +$1.61M +30,618 +27%
EWM
122
Executive Wealth Management
Michigan
$7.73M -$2.35M -44,745 -24%
TW
123
Transform Wealth
Colorado
$7.7M -$3.84M -73,011 -34%
GVAG
124
Great Valley Advisor Group
Delaware
$7.65M +$1.81M +34,465 +33%
RM
125
Resource Management
Louisiana
$7.42M +$1M +19,080 +17%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.