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State Street SPDR Portfolio S&P 500 Growth ETF

460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

80% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $693K

37% more capital invested

Capital invested by funds: $4B → $5.48B (+$1.48B)

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

10% more funds holding

Funds holding: 419460 (+41)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

2.32% less ownership

Funds ownership: 71.93%69.61% (-2.3%)

Holders
460
Holders Change
+41
Holders Change %
+9.79%
% of All Funds
9.43%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
71
Increased
174
Reduced
173
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WFPG
126
Waller Financial Planning Group
Ohio
$5.4M -$2.66M -63,971 -35%
MML Investors Services
127
MML Investors Services
Massachusetts
$5.26M -$5.17M -124,563 -52%
SCM
128
Southport Capital Management
Tennessee
$5.22M +$1.62M +39,085 +51%
AWM
129
Avior Wealth Management
Nebraska
$5.2M +$1.94M +46,648 +67%
MIAN
130
Mariner Independent Advisor Network
Kansas
$4.79M -$769K -18,524 -15%
ACM
131
AlphaStar Capital Management
North Carolina
$4.76M +$1.65M +39,809 +65%
SA
132
Shilanski & Associates
Alaska
$4.74M +$511K +12,297 +13%
CCFM
133
Clear Creek Financial Management
Washington
$4.71M +$3.31M +79,783 +319%
RZH
134
Relyea Zuckerberg Hanson
Connecticut
$4.59M +$68.1K +1,640 +2%
SFG
135
StrategIQ Financial Group
Indiana
$4.52M +$517K +12,443 +14%
PA
136
Probity Advisors
Texas
$4.48M -$11.4K -274 -0.3%
PFG
137
PAX Financial Group
Texas
$4.45M -$408K -9,828 -9%
TCA
138
Transcend Capital Advisors
New Jersey
$4.38M -$3.98M -95,913 -50%
FAAS
139
First Allied Advisory Services
California
$4.35M -$856K -20,621 -18%
AI
140
Atria Investments
North Carolina
$4.29M -$1.57M -37,805 -28%
RIA
141
Regal Investment Advisors
Michigan
$4.27M +$3.95M +95,061 New
NEIRG
142
New England Investment & Retirement Group
Massachusetts
$4.22M -$5.57K -134 -0.1%
AIA
143
Alera Investment Advisors
Illinois
$4.22M +$3.54M +85,344 +992%
MAFM
144
Mid Atlantic Financial Management
Pennsylvania
$4.18M -$1.29M -31,004 -25%
RM
145
Resource Management
Louisiana
$4.17M +$3.23M +77,822 +520%
Baird Financial Group
146
Baird Financial Group
Wisconsin
$3.82M +$257K +6,189 +8%
DWM
147
Doyle Wealth Management
Florida
$3.64M +$1.42M +34,137 +73%
CWM
148
CCG Wealth Management
California
$3.6M +$853K +20,543 +35%
LWAC
149
Laurel Wealth Advisors (California)
California
$3.49M +$229K +5,504 +8%
AO
150
Advisor OS
Illinois
$3.41M +$3.15M +75,951 New

SPYG Hedge Fund Activity: Q2 2020 in Review

460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.

  • 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
  • Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.