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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
176
Franklin Resources
California
$595K -$793K -22,425 -58%
PSUF
177
People's United Financial
Connecticut
$586K +$200K +5,656 +56%
FHA
178
Flagship Harbor Advisors
Massachusetts
$578K
BSW
179
Buckingham Strategic Wealth
Missouri
$574K +$545K +15,428 New
AIC
180
Ameritas Investment Company
Nebraska
$566K -$597K -16,896 -53%
RFN
181
RDA Financial Network
Iowa
$559K +$520K +14,698 New
PWA
182
Providence Wealth Advisors
Illinois
$555K +$523K +14,798 New
PFA
183
Pure Financial Advisors
California
$553K +$7.71K +218 +1%
BWM
184
BT Wealth Management
Georgia
$548K
AFP
185
Ausdal Financial Partners
Iowa
$548K +$20.3K +575 +4%
CCA
186
Clearwater Capital Advisors
Illinois
$547K -$35.1K -992 -6%
PMFA
187
Plante Moran Financial Advisors
Michigan
$544K -$6.01K -170 -1%
MHS
188
M Holdings Securities
Oregon
$540K +$32.7K +926 +7%
CPA
189
Clear Perspective Advisors
Illinois
$520K -$185K -5,241 -27%
RWA
190
Redhawk Wealth Advisors
Minnesota
$503K -$14.1M -399,108 -97%
CAN
191
Cetera Advisor Networks
California
$495K +$108K +3,042 +30%
IC
192
InterOcean Capital
Illinois
$491K
JFA
193
JNBA Financial Advisors
Minnesota
$465K +$180K +5,077 +68%
NF
194
Nikulski Financial
Iowa
$459K +$99.9K +2,825 +30%
SS
195
Sunbelt Securities
Texas
$458K +$46.1K +1,303 +12%
SHIM
196
Stone House Investment Management
Pennsylvania
$452K -$558K -15,777 -56%
MIAS
197
Mason Investment Advisory Services
Virginia
$448K +$426K +12,046 New
PA
198
PFG Advisors
Arizona
$442K -$24.6K -696 -6%
CA
199
Continuum Advisory
Idaho
$437K -$37.4K -1,057 -8%
JMPWA
200
JP Morgan Private Wealth Advisors
California
$435K +$1.13K +32 +0.3%

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.