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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
101
United Capital Financial Advisors
Texas
$10.8M -$2.74M -48,915 -20%
WI
102
WrapManager Inc
California
$10.7M -$1.21M -21,626 -10%
VRM
103
Vectors Research Management
New York
$10.3M -$2.33M -41,665 -19%
TFA
104
TPG Financial Advisors
Oregon
$10.3M -$293K -5,238 -3%
BMD
105
Better Money Decisions
New Mexico
$9.49M +$9.43M +168,279 New
DI
106
Diligent Investors
California
$9.24M +$179K +3,196 +2%
CIC
107
Carnegie Investment Counsel
Ohio
$9.11M -$140K -2,499 -2%
SWP
108
Stratos Wealth Partners
Ohio
$9.04M -$1.49M -26,611 -14%
UR
109
USCA RIA
Texas
$9M -$6.77M -120,764 -43%
HC
110
HNP Capital
New York
$8.65M -$2.5M -44,583 -23%
KWM
111
Kingsview Wealth Management
Oregon
$8.61M +$1.66M +29,709 +25%
MML Investors Services
112
MML Investors Services
Massachusetts
$8.44M +$361K +6,446 +5%
KAS
113
Kestra Advisory Services
Texas
$8.44M +$2.6M +46,365 +45%
GVAG
114
Great Valley Advisor Group
Delaware
$8.43M +$620K +11,070 +8%
22CM
115
20/20 Capital Management
California
$8.43M -$699K -12,483 -8%
RM
116
Resource Management
Louisiana
$8.34M +$769K +13,725 +10%
MPM
117
Meritage Portfolio Management
Kansas
$8.18M -$603K -10,759 -7%
SCM
118
Southport Capital Management
Tennessee
$7.9M +$743K +13,262 +10%
VC
119
Vicus Capital
Pennsylvania
$7.9M +$546K +9,746 +7%
DWM
120
Doyle Wealth Management
Florida
$7.84M +$1.06M +18,870 +16%
PWPS
121
Pinnacle Wealth Planning Services
Ohio
$7.56M -$2.22M -39,583 -21%
LWMG
122
Levy Wealth Management Group
Pennsylvania
$7.56M +$1.74M +31,072 +30%
Susquehanna International Group
123
Susquehanna International Group
Pennsylvania
$7.48M +$7.43M +132,632 New
MFG
124
Merit Financial Group
Georgia
$7.35M +$2.49M +44,394 +52%
FHC
125
First Heartland Consultants
Missouri
$7.34M -$3.71M -66,146 -34%

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.