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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
Creative Planning
151
Creative Planning
Kansas
$1.02M +$92.4K +2,612 +11%
FHC
152
First Heartland Consultants
Missouri
$1.01M -$2.35M -66,531 -71%
LIA
153
LBMC Investment Advisors
Tennessee
$1.01M +$354K +10,011 +58%
RMAM
154
Raab & Moskowitz Asset Management
New Jersey
$1M +$378K +10,696 +66%
CFGS
155
Concourse Financial Group Securities
Alabama
$999K +$777K +21,988 +449%
MAFM
156
Mid Atlantic Financial Management
Pennsylvania
$888K +$844K +23,868 New
US Bancorp
157
US Bancorp
Minnesota
$883K +$253K +7,145 +43%
IWM
158
IHT Wealth Management
Illinois
$874K +$50.2K +1,419 +6%
CG
159
Colony Group
Massachusetts
$870K +$827K +23,392 New
PWS
160
Paragon Wealth Strategies
Florida
$859K -$492K -13,906 -38%
DWM
161
Doyle Wealth Management
Florida
$853K +$383K +10,840 +93%
CCP
162
Corient Capital Partners
California
$835K -$4.98M -140,893 -86%
AWA
163
Arete Wealth Advisors
Illinois
$787K +$216K +6,115 +41%
CIAS
164
Capital Investment Advisory Services
North Carolina
$782K +$12.3K +349 +2%
RFA
165
Reilly Financial Advisors
California
$737K -$24.5K -693 -3%
PT
166
Plimoth Trust
Massachusetts
$731K +$2.3K +65 +0.3%
VCM
167
Virtue Capital Management
Tennessee
$718K +$682K +19,292 New
TYCC
168
Texas Yale Capital Corp
Florida
$676K +$329K +9,304 +105%
AC
169
Alexandria Capital
Virginia
$671K +$119K +3,372 +23%
FC
170
Financial Consulate
Maryland
$632K +$240K +6,790 +67%
JP Morgan Chase
171
JP Morgan Chase
New York
$626K +$582K +16,472 +4,788%
FIM
172
Fernwood Investment Management
Massachusetts
$623K +$188K +5,304 +46%
FAIM
173
Financial Advocates Investment Management
Washington
$611K +$182K +5,139 +46%
TW
174
Towerpoint Wealth
California
$610K +$354 +10 +0.1%
PTC
175
Private Trust Company
Ohio
$605K -$11.5K -326 -2%
5 6
7
8 9

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.