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State Street SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $367K

63% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 98

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

5% more funds holding

Funds holding: 327343 (+16)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

7.95% less ownership

Funds ownership: 64.55%56.6% (-8%)

17% less capital invested

Capital invested by funds: $3.51B → $2.89B (-$612M)

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.52%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
151
Franklin Resources
California
$1.39M -$156K -4,000 -10%
GWM
152
Geneos Wealth Management
Colorado
$1.36M +$47.6K +1,217 +4%
GLA
153
Good Life Advisors
Pennsylvania
$1.36M -$3.05M -78,057 -69%
KWM
154
Kingsview Wealth Management
Oregon
$1.35M +$58.9K +1,507 +5%
MWM
155
Marietta Wealth Management
Georgia
$1.33M +$13.8K +352 +1%
DWM
156
Doyle Wealth Management
Florida
$1.32M +$357K +9,136 +37%
JP Morgan Chase
157
JP Morgan Chase
New York
$1.31M +$161K +4,109 +14%
CB
158
Community Bank
New York
$1.23M +$22.7K +580 +2%
ACG
159
Allen Capital Group
Nebraska
$1.21M +$1.23M +31,568 New
FNC
160
First National Corp
Massachusetts
$1.2M +$21.7K +555 +2%
AWA
161
Arete Wealth Advisors
Illinois
$1.16M +$168K +4,305 +17%
CPA
162
Capital Planning Advisors
California
$1.15M +$1.16M +29,679 New
LF
163
Lantz Financial
Illinois
$1.12M +$375K +9,595 +48%
CIAS
164
Capital Investment Advisory Services
North Carolina
$1.12M +$169K +4,329 +18%
Creative Planning
165
Creative Planning
Kansas
$1.1M +$51.4K +1,315 +5%
CAN
166
Cetera Advisor Networks
California
$1.09M +$176K +4,512 +19%
LNC
167
Lincoln National Corp
Pennsylvania
$1.08M -$58.8K -1,506 -5%
RCA
168
Rowland Carmichael Advisors
Arizona
$1.07M +$1.07M +27,480 New
Cerity Partners
169
Cerity Partners
New York
$1.06M -$47.2K -1,207 -4%
US Bancorp
170
US Bancorp
Minnesota
$1.06M -$765K -19,584 -42%
MWP
171
MYCIO Wealth Partners
Pennsylvania
$1.04M +$313 +8 +0%
CPA
172
Clear Perspective Advisors
Illinois
$1.04M +$512K +13,104 +95%
WIA
173
Wealthstreet Investment Advisors
Texas
$1.02M -$1.49M -38,242 -60%
NWS
174
Newport Wealth Strategies
California
$986K +$617K +15,800 +165%
ASN
175
Advisory Services Network
Georgia
$970K

SPYG Hedge Fund Activity: Q3 2019 in Review

343 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2019, worth a combined $2.89B — down 17% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 29 closed out — a net gain of 17 holders — while 160 added to existing stakes and 98 trimmed.

The largest buyer was Old National Bancorp, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $409M.

  • 343 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2019, up from 327 in Q2 2019.
  • Funds reported $2.89B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2019 and 29 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2019 was Old National Bancorp, an estimated $22.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2019.