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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
TWM
151
Triton Wealth Management
Arizona
$4.77M +$544K +9,715 +14%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$4.69M +$334K +5,964 +8%
QIM
153
Quest Investment Management
Oregon
$4.64M -$489K -8,736 -10%
CWM
154
Collaborative Wealth Management
Florida
$4.61M +$3.9M +69,592 New
PFG
155
PAX Financial Group
Texas
$4.6M -$213K -3,809 -4%
CWM
156
Cornerstone Wealth Management
Missouri
$4.54M +$1.94M +34,610 +75%
AWM
157
Avior Wealth Management
Nebraska
$4.41M -$1.35M -24,083 -24%
HI
158
Harbour Investments
Wisconsin
$4.29M +$4.27M +76,150 New
AO
159
Advisor OS
Illinois
$4.23M +$4.2M +75,051 New
Baird Financial Group
160
Baird Financial Group
Wisconsin
$4.19M -$191K -3,410 -4%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$4.18M +$196K +3,490 +5%
UWM
162
USAdvisors Wealth Management
Minnesota
$4.1M -$5.6K -100 -0.1%
PPWM
163
PFG Private Wealth Management
Florida
$4.09M -$4.87M -87,017 -55%
VFA
164
Voya Financial Advisors
Connecticut
$3.93M +$747K +13,336 +23%
WIA
165
Wealthstreet Investment Advisors
Texas
$3.77M +$51.9K +927 +1%
TI
166
tru Independence
Oregon
$3.76M +$3.74M +66,736 New
BC
167
Burney Company
Virginia
$3.75M -$303K -5,406 -8%
PWA
168
Providence Wealth Advisors
Illinois
$3.73M +$493K +8,803 +15%
OAM
169
Oppenheimer Asset Management
New York
$3.72M +$19.3K +345 +0.5%
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.59M +$770K +13,741 +28%
RIM
171
Redwood Investment Management
Arizona
$3.54M -$1.09M -19,447 -24%
BAM
172
Bruderman Asset Management
New York
$3.45M -$95K -1,695 -3%
GSEP
173
Golden State Equity Partners
California
$3.45M +$1.37M +24,433 +66%
WWM
174
Western Wealth Management
Colorado
$3.45M +$371K +6,615 +12%
PFM
175
Parsec Financial Management
North Carolina
$3.44M -$147K -2,619 -4%

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.