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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
126
Kingsview Wealth Management
Oregon
$6.13M -$1.88M -38,451 -24%
RIS
127
Retirement Income Solutions
Michigan
$6.09M -$521K -10,626 -8%
BB
128
Berkshire Bank
Massachusetts
$6.01M +$5.88M +119,927 New
AWM
129
Avior Wealth Management
Nebraska
$5.95M +$145K +2,958 +3%
WFPG
130
Waller Financial Planning Group
Ohio
$5.89M -$131K -2,666 -2%
APA
131
American Portfolios Advisors
New York
$5.8M -$1.58M -32,327 -22%
SCM
132
Southport Capital Management
Tennessee
$5.78M -$44.4K -905 -0.8%
RM
133
Resource Management
Louisiana
$5.77M +$1.09M +22,309 +24%
FIM
134
Freedom Investment Management
Connecticut
$5.65M -$1.53M -31,256 -22%
MML Investors Services
135
MML Investors Services
Massachusetts
$5.64M -$223K -4,550 -4%
RZH
136
Relyea Zuckerberg Hanson
Connecticut
$5.39M +$60.5K +1,235 +1%
SA
137
Shilanski & Associates
Alaska
$5.27M -$14.2K -290 -0.3%
DWM
138
Doyle Wealth Management
Florida
$5.24M +$1.15M +23,452 +29%
GVAG
139
Great Valley Advisor Group
Delaware
$5.21M +$1.5M +30,611 +42%
QIM
140
Quest Investment Management
Oregon
$5.16M +$5.05M +103,030 New
NEIRG
141
New England Investment & Retirement Group
Massachusetts
$4.9M +$191K +3,900 +4%
PA
142
Probity Advisors
Texas
$4.85M -$144K -2,937 -3%
SCA
143
Snowden Capital Advisors
New York
$4.69M -$4.47M -91,146 -49%
PFG
144
PAX Financial Group
Texas
$4.61M -$347K -7,080 -7%
MSAM
145
Moloney Securities Asset Management
Missouri
$4.6M +$1.78M +36,399 +66%
SFG
146
StrategIQ Financial Group
Indiana
$4.6M -$431K -8,802 -9%
TCA
147
Transcend Capital Advisors
New Jersey
$4.59M -$288K -5,876 -6%
KAS
148
Kestra Advisory Services
Texas
$4.14M +$4.05M +82,665 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$4.07M -$192K -3,912 -5%
FAAS
150
First Allied Advisory Services
California
$3.99M -$850K -17,345 -18%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.