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State Street SPDR Portfolio S&P 500 Growth ETF

327 hedge funds and large institutions have $3.51B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

109% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 80

55% more call options, than puts

Call options by funds: $592K | Put options by funds: $383K

23% more capital invested

Capital invested by funds: $2.86B → $3.51B (+$647M)

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

9% more funds holding

Funds holding: 300327 (+27)

1.31% less ownership

Funds ownership: 65.86%64.55% (-1.3%)

Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.1%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
176
Creative Planning
Kansas
$1.04M -$15K -395 -1%
MWP
177
MYCIO Wealth Partners
Pennsylvania
$1.04M -$39.4K -1,037 -4%
Renaissance Technologies
178
Renaissance Technologies
New York
$1.01M +$991K +26,100 New
AWA
179
Arete Wealth Advisors
Illinois
$989K +$166K +4,374 +21%
ASN
180
Advisory Services Network
Georgia
$970K +$923K +24,310 +3,267%
CIAS
181
Capital Investment Advisory Services
North Carolina
$969K +$134K +3,536 +17%
FGAM
182
Financial Gravity Asset Management
Texas
$961K +$928K +24,443 +6,828%
DWM
183
Doyle Wealth Management
Florida
$957K +$84.3K +2,218 +10%
GG
184
GenWealth Group
New Jersey
$948K +$614K +16,169 +203%
CAN
185
Cetera Advisor Networks
California
$911K +$388K +10,218 +77%
PWS
186
Paragon Wealth Strategies
Florida
$900K +$5.62K +148 +0.6%
PT
187
Plimoth Trust
Massachusetts
$886K +$122K +3,211 +16%
CCP
188
Corient Capital Partners
California
$870K
RFA
189
Reilly Financial Advisors
California
$854K +$85.5K +2,252 +11%
LF
190
Lantz Financial
Illinois
$792K +$766K +20,167 New
AC
191
Alexandria Capital
Virginia
$790K +$90.1K +2,373 +13%
ONB
192
Old National Bancorp
Indiana
$756K +$742K +19,527 New
PNC Financial Services Group
193
PNC Financial Services Group
Pennsylvania
$727K +$635K +16,730 +816%
FC
194
Financial Consulate
Maryland
$694K +$34.7K +914 +5%
IWM
195
IHT Wealth Management
Illinois
$669K -$236K -6,225 -26%
FIM
196
Fernwood Investment Management
Massachusetts
$649K
AIC
197
Ameritas Investment Company
Nebraska
$645K +$55.5K +1,462 +10%
PTC
198
Private Trust Company
Ohio
$643K +$12.6K +331 +2%
FAIM
199
Financial Advocates Investment Management
Washington
$629K -$6.99K -184 -1%
TW
200
Towerpoint Wealth
California
$622K -$20.3K -534 -3%

SPYG Hedge Fund Activity: Q2 2019 in Review

327 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2019, worth a combined $3.51B — up 23% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 14 closed out — a net gain of 32 holders — while 167 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $130M. The largest seller was AssetMark Inc, cutting an estimated $31.3M.

  • 327 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2019, up from 300 in Q1 2019.
  • Funds reported $3.51B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2019, up 23% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2019 and 14 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $130M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2019 was AssetMark Inc, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2019.