We are live on ! Find out more
SPYG icon

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
JP Morgan Chase
151
JP Morgan Chase
New York
$3.89M +$365K +7,452 +11%
BC
152
Burney Company
Virginia
$3.6M +$65.6K +1,338 +2%
CWM
153
CCG Wealth Management
California
$3.56M -$445K -9,082 -11%
PG
154
Prostatis Group
Maryland
$3.54M +$907K +18,508 +35%
TWM
155
Triton Wealth Management
Arizona
$3.47M +$56.9K +1,160 +2%
OAM
156
Occidental Asset Management
California
$3.46M +$24K +489 +0.7%
PFM
157
Parsec Financial Management
North Carolina
$3.43M -$215K -4,379 -6%
AWA
158
Arete Wealth Advisors
Illinois
$3.35M -$200K -4,075 -6%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$3.33M +$1.19M +24,364 +58%
BWFA
160
Baltimore-Washington Financial Advisors
Maryland
$3.32M +$406K +8,276 +14%
WIA
161
Wealthstreet Investment Advisors
Texas
$3.31M -$283K -5,779 -8%
OAM
162
Oppenheimer Asset Management
New York
$3.29M +$116K +2,373 +4%
CAN
163
Cetera Advisor Networks
California
$3.23M -$3.29M -67,154 -51%
MFG
164
Merit Financial Group
Georgia
$3.2M +$542K +11,049 +21%
BI
165
Ballast Inc
Kentucky
$3.14M -$490K -9,987 -14%
VBFP
166
Valtinson Bruner Financial Planning
Minnesota
$3.05M +$1.96M +40,002 +179%
IA
167
IndexIQ Advisors
New York
$3.02M +$2.71M +55,368 +1,147%
Invesco
168
Invesco
Georgia
$2.93M -$121K -2,475 -4%
GG
169
GenWealth Group
New Jersey
$2.82M +$726K +14,820 +36%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$2.82M -$31.9K -650 -1%
BF
171
BOK Financial
Oklahoma
$2.8M +$328K +6,699 +14%
IWP
172
IAG Wealth Partners
Wisconsin
$2.74M -$195K -3,968 -7%
PWA
173
Providence Wealth Advisors
Illinois
$2.73M +$138K +2,820 +5%
TF
174
TIAA FSB
Florida
$2.69M -$818K -16,696 -24%
US Bancorp
175
US Bancorp
Minnesota
$2.64M -$20.1K -411 -0.8%

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.