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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 30 → 38 (+8)

13.34% more ownership

Funds ownership: 52.52% → 65.86% (+13%)

12% more funds holding

Funds holding: 268 → 300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
–
Net Calls
+$316K
Net Calls Change
+$317K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$281M
2
AG
Advisor Group
Arizona
+$95.6M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$80.7M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$78.1M
5
HI
Horizon Investments
North Carolina
+$76.5M

Top Sellers

1
RWA
Redhawk Wealth Advisors
Minnesota
-$14.1M
2
ACM
Azimuth Capital Management
Michigan
-$12.4M
3
RJA
Raymond James & Associates
Florida
-$11.2M
4
BL
Balentine LLC
Georgia
-$8.87M
5
PPA
Parametric Portfolio Associates
Washington
-$8.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
SS
126
Simplicity Solutions
Minnesota
$1.63M +$1.06M +29,999 +219%
SRSA
127
S.R. Schill & Associates
Washington
$1.61M +$1.14M +32,156 +287%
TF
128
Trek Financial
Arizona
$1.55M +$1.21M +34,317 +474%
AWM
129
Avior Wealth Management
Nebraska
$1.53M +$360K +10,195 +33%
TIA
130
Traphagen Investment Advisors
New Jersey
$1.52M +$190K +5,385 New
CBFP
131
Cedar Brook Financial Partners
Ohio
$1.51M +$999K +28,245 +230%
Janney Montgomery Scott
132
Janney Montgomery Scott
Pennsylvania
$1.51M +$408K +11,528 +40%
CAM
133
Concorde Asset Management
Michigan
$1.47M -$21.5K -608 -2%
Mariner
134
Mariner
Kansas
$1.46M +$208K +5,888 +18%
GTAM
135
Global Trust Asset Management
Florida
$1.46M +$722K +20,407 +109%
RIM
136
Redwood Investment Management
Arizona
$1.46M +$1.38M +39,109 New
EGA
137
E&G Advisors
Texas
$1.44M -$44.9K -1,270 -3%
AWM
138
AE Wealth Management
Kansas
$1.43M +$982K +27,776 +258%
BCI
139
Brinker Capital Investments
Pennsylvania
$1.38M +$1.31M +37,073 New
Bank of New York Mellon
140
Bank of New York Mellon
New York
$1.34M -$129K -3,643 -9%
GWM
141
Geneos Wealth Management
Colorado
$1.28M +$200K +5,669 +20%
MWM
142
Marietta Wealth Management
Georgia
$1.26M – – –
LI
143
LVZ Inc
Michigan
$1.25M -$246K -6,946 -17%
CB
144
Community Bank
New York
$1.24M +$275K +7,790 +31%
WAP
145
Wealthcare Advisory Partners
Pennsylvania
$1.23M +$348K +9,846 +42%
CAGAS
146
Capital Advisory Group Advisory Services
Minnesota
$1.21M -$3.64K -103 -0.3%
ARG
147
Advisory Resource Group
Oklahoma
$1.14M +$10.1K +287 +1%
CCM
148
Condor Capital Management
New Jersey
$1.09M +$115K +3,242 +12%
LNC
149
Lincoln National Corp
Pennsylvania
$1.07M -$69.3K -1,961 -6%
MWP
150
MYCIO Wealth Partners
Pennsylvania
$1.04M -$99.2K -2,805 -9%
4 5
6
7 8

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.