We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

327 hedge funds and large institutions have $3.51B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

109% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 80

55% more call options, than puts

Call options by funds: $592K | Put options by funds: $383K

23% more capital invested

Capital invested by funds: $2.86B → $3.51B (+$647M)

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

9% more funds holding

Funds holding: 300327 (+27)

1.31% less ownership

Funds ownership: 65.86%64.55% (-1.3%)

Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.1%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
126
Lido Advisors
California
$2.4M +$146K +3,839 +7%
AWM
127
AE Wealth Management
Kansas
$2.4M +$892K +23,472 +61%
ISB
128
Iowa State Bank
Iowa
$2.32M +$86.7K +2,283 +4%
VBFP
129
Valtinson Bruner Financial Planning
Minnesota
$2.26M -$66.1K -1,740 -3%
WPSG
130
Wealth & Pension Services Group
Georgia
$2.25M +$343K +9,033 +18%
NFG
131
Next Financial Group
Texas
$2.22M +$2.15M +56,627 +7,364%
FHC
132
First Heartland Consultants
Missouri
$2.18M +$1.1M +28,985 +107%
BlackRock
133
BlackRock
New York
$2.14M +$2.08M +54,820 +11,565%
OAM
134
Occidental Asset Management
California
$2.12M +$193K +5,094 +10%
ARG
135
Advisory Resource Group
Oklahoma
$2.08M +$899K +23,678 +79%
BWFA
136
Baltimore-Washington Financial Advisors
Maryland
$1.99M +$250K +6,579 +15%
CAG
137
Csenge Advisory Group
Florida
$1.97M +$82.3K +2,166 +4%
AWM
138
Avior Wealth Management
Nebraska
$1.95M +$348K +9,171 +22%
TF
139
Trek Financial
Arizona
$1.94M +$321K +8,448 +20%
MGIA
140
Moneta Group Investment Advisors
Missouri
$1.93M -$3.92M -103,112 -67%
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1.9M +$75.6K +1,990 +4%
TIA
142
Traphagen Investment Advisors
New Jersey
$1.88M +$39.6K +1,043 +19%
CBFP
143
Cedar Brook Financial Partners
Ohio
$1.84M +$263K +6,923 +17%
Mariner
144
Mariner
Kansas
$1.83M +$311K +8,177 +21%
US Bancorp
145
US Bancorp
Minnesota
$1.81M +$876K +23,074 +97%
Thrivent Financial for Lutherans
146
Thrivent Financial for Lutherans
Minnesota
$1.78M -$80.5K -2,120 -4%
BTS
147
BB&T Securities
Virginia
$1.75M -$477K -12,562 -22%
Stifel Financial
148
Stifel Financial
Missouri
$1.7M -$136K -3,585 -8%
CAM
149
Concorde Asset Management
Michigan
$1.67M +$137K +3,599 +9%
AAS
150
Avantax Advisory Services
Texas
$1.66M -$422K -11,102 -21%

SPYG Hedge Fund Activity: Q2 2019 in Review

327 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2019, worth a combined $3.51B — up 23% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 14 closed out — a net gain of 32 holders — while 167 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $130M. The largest seller was AssetMark Inc, cutting an estimated $31.3M.

  • 327 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2019, up from 300 in Q1 2019.
  • Funds reported $3.51B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2019, up 23% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2019 and 14 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $130M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2019 was AssetMark Inc, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2019.