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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
QIM
151
Quest Investment Management
Oregon
$5.03M -$631K -12,001 -12%
TCA
152
Transcend Capital Advisors
New Jersey
$5.03M -$30.4K -578 -0.6%
GWM
153
Geneos Wealth Management
Colorado
$4.93M +$11.7M +221,711 +432%
MFG
154
Merit Financial Group
Georgia
$4.75M +$1.16M +22,119 +35%
CSPAM
155
Cary Street Partners Asset Management
Virginia
$4.72M +$4.49M +85,353 New
PFG
156
PAX Financial Group
Texas
$4.72M -$345K -6,562 -7%
RIM
157
Redwood Investment Management
Arizona
$4.52M +$3.87M +73,734 +868%
RF
158
Rollins Financial
Georgia
$4.51M +$4.29M +81,582 New
Baird Financial Group
159
Baird Financial Group
Wisconsin
$4.3M -$184K -3,502 -4%
CWM
160
CCG Wealth Management
California
$4.27M +$329K +6,256 +9%
CFG
161
Cooper Financial Group
California
$4.07M +$1.52M +28,863 +65%
UWM
162
USAdvisors Wealth Management
Minnesota
$4.02M -$14.3K -273 -0.4%
VBFP
163
Valtinson Bruner Financial Planning
Minnesota
$3.98M +$486K +9,242 +15%
BC
164
Burney Company
Virginia
$3.97M +$6.2K +118 +0.2%
TWM
165
Triton Wealth Management
Arizona
$3.94M +$165K +3,141 +5%
BWFA
166
Baltimore-Washington Financial Advisors
Maryland
$3.9M +$227K +4,315 +7%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$3.78M -$5.24M -99,662 -59%
AWA
168
Arete Wealth Advisors
Illinois
$3.67M -$42.8K -815 -1%
WIA
169
Wealthstreet Investment Advisors
Texas
$3.65M -$7.62K -145 -0.2%
HG
170
Harbor Group
New Hampshire
$3.64M +$3.45M +65,558 New
OAM
171
Oppenheimer Asset Management
New York
$3.63M +$1.63K +31 +0%
PFM
172
Parsec Financial Management
North Carolina
$3.52M -$249K -4,740 -7%
BAM
173
Bruderman Asset Management
New York
$3.48M +$994K +18,909 +43%
EWM
174
Echo Wealth Management
Minnesota
$3.36M +$3.19M +60,690 New
SAM
175
Sequent Asset Management
Texas
$3.33M +$884K +16,823 +39%

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.