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State Street SPDR Portfolio S&P 500 Growth ETF

417 hedge funds and large institutions have $3.14B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

339% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 102

23% more funds holding in top 10

Funds holding in top 10: 4859 (+11)

22% more funds holding

Funds holding: 343417 (+74)

9% more capital invested

Capital invested by funds: $2.89B → $3.14B (+$246M)

1.78% more ownership

Funds ownership: 56.6%58.38% (+1.8%)

Holders
417
Holders Change
+74
Holders Change %
+21.57%
% of All Funds
8.22%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.16%
New
101
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
BWFA
151
Baltimore-Washington Financial Advisors
Maryland
$2.2M -$44.6K -1,113 -2%
IWP
152
IAG Wealth Partners
Wisconsin
$2.19M +$2.1M +52,294 New
C1AG
153
Client 1st Advisory Group
Florida
$2.19M +$2.09M +52,211 New
NA
154
NewEdge Advisors
Louisiana
$2.13M +$2.04M +50,908 New
WAP
155
Wealthcare Advisory Partners
Pennsylvania
$2.07M +$186K +4,632 +10%
TF
156
TRH Financial
Iowa
$2.02M +$1.91M +47,650 New
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
$2.01M +$1.75M +43,740 +1,019%
MGIA
158
Moneta Group Investment Advisors
Missouri
$2M +$641 +16 +0%
LW
159
Linscomb Wealth
Texas
$1.98M +$1.89M +47,182 New
EGA
160
E&G Advisors
Texas
$1.93M -$7.58K -189 -0.4%
Mariner
161
Mariner
Kansas
$1.91M +$191K +4,759 +12%
PWA
162
Providence Wealth Advisors
Illinois
$1.9M +$248K +6,186 +16%
CCM
163
Cribstone Capital Management
Maine
$1.88M -$49.6K -1,238 -3%
IAA
164
Independent Advisor Alliance
North Carolina
$1.83M +$1.26M +31,459 +259%
JP Morgan Chase
165
JP Morgan Chase
New York
$1.8M +$372K +9,285 +28%
ISB
166
Iowa State Bank
Iowa
$1.8M -$646K -16,124 -27%
CCM
167
Condor Capital Management
New Jersey
$1.68M -$3.57K -89 -0.2%
GTAM
168
Global Trust Asset Management
Florida
$1.64M -$10.1K -252 -0.6%
RMAM
169
Raab & Moskowitz Asset Management
New Jersey
$1.64M -$64.9K -1,619 -4%
CWM
170
CCG Wealth Management
California
$1.64M +$608K +15,178 +64%
LI
171
LVZ Inc
Michigan
$1.61M -$24.4K -609 -2%
DWM
172
Doyle Wealth Management
Florida
$1.6M +$171K +4,273 +13%
SFG
173
StrategIQ Financial Group
Indiana
$1.57M +$676K +16,865 +82%
BC
174
Burleson & Co
California
$1.54M +$1.41M +35,201 New
Franklin Resources
175
Franklin Resources
California
$1.5M

SPYG Hedge Fund Activity: Q4 2019 in Review

417 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2019, worth a combined $3.14B — up 8.5% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPYG positions and 23 closed out — a net gain of 78 holders — while 172 added to existing stakes and 102 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $24.4M. The largest seller was Horizon Investments, cutting an estimated $221M.

  • 417 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2019, up from 343 in Q3 2019.
  • Funds reported $3.14B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2019 and 23 closed out, a net change of +78 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $24.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2019 was Horizon Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2019.