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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
126
Jackson Wealth Management
Florida
$7.31M -$231K -4,402 -3%
VC
127
Vicus Capital
Pennsylvania
$7.2M -$79K -1,503 -1%
RIS
128
Retirement Income Solutions
Michigan
$7.15M +$415K +7,900 +7%
LIA
129
Luken Investment Analytics
Tennessee
$7.08M +$6.73M +128,090 New
SCM
130
Southport Capital Management
Tennessee
$7.01M +$606K +11,539 +10%
GP
131
Girard Partners
Pennsylvania
$6.7M -$268K -5,097 -4%
BB
132
Berkshire Bank
Massachusetts
$6.68M +$43.3K +823 +0.7%
KWM
133
Kingsview Wealth Management
Oregon
$6.67M -$91.7K -1,744 -1%
ADIM
134
Alpha DNA Investment Management
Maryland
$6.64M +$6.31M +120,151 New
DWM
135
Doyle Wealth Management
Florida
$6.64M +$819K +15,578 +15%
FIM
136
Freedom Investment Management
Connecticut
$6.3M +$65.9K +1,254 +1%
KFGK
137
Keystone Financial Group (Kentucky)
Kentucky
$6.2M +$2.4M +45,650 +69%
OAM
138
Occidental Asset Management
California
$5.91M +$1.99M +37,907 +55%
CCFM
139
Clear Creek Financial Management
Washington
$5.91M +$5.61M +106,809 New
RZH
140
Relyea Zuckerberg Hanson
Connecticut
$5.75M +$23.6K +450 +0.4%
KAS
141
Kestra Advisory Services
Texas
$5.69M +$1.08M +20,646 +25%
LWMG
142
Levy Wealth Management Group
Pennsylvania
$5.69M +$5.41M +102,901 New
MSAM
143
Moloney Securities Asset Management
Missouri
$5.66M +$559K +10,633 +12%
AWM
144
Avior Wealth Management
Nebraska
$5.65M -$874K -16,628 -14%
WFPG
145
Waller Financial Planning Group
Ohio
$5.63M -$825K -15,706 -13%
SFG
146
StrategIQ Financial Group
Indiana
$5.59M +$487K +9,264 +10%
ACM
147
Advisors Capital Management
New Jersey
$5.56M +$4.84M +92,119 +1,083%
SCA
148
Snowden Capital Advisors
New York
$5.43M +$245K +4,660 +5%
FCMT
149
Founders Capital Management (Texas)
Texas
$5.38M +$5.12M +97,355 New
NEIRG
150
New England Investment & Retirement Group
Massachusetts
$5.18M -$217K -4,130 -4%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.