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State Street SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $367K

63% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 98

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

5% more funds holding

Funds holding: 327343 (+16)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

7.95% less ownership

Funds ownership: 64.55%56.6% (-8%)

17% less capital invested

Capital invested by funds: $3.51B → $2.89B (-$612M)

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.52%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
176
CCG Wealth Management
California
$927K +$656K +16,782 +238%
QCM
177
Quest Capital Management
Texas
$915K +$919K +23,520 New
PWS
178
Paragon Wealth Strategies
Florida
$906K +$2.07K +53 +0.2%
PT
179
Plimoth Trust
Massachusetts
$898K +$9.22K +236 +1%
CCP
180
Corient Capital Partners
California
$873K
PFGIA
181
Patriot Financial Group Insurance Agency
Massachusetts
$871K +$734K +18,794 +520%
SS
182
Sunbelt Securities
Texas
$860K +$333K +8,529 +63%
SAM
183
SignalPoint Asset Management
Missouri
$853K +$857K +21,936 New
Citadel Advisors
184
Citadel Advisors
Florida
$820K -$3.43M -87,675 -81%
RFA
185
Reilly Financial Advisors
California
$812K -$45.2K -1,158 -5%
AC
186
Alexandria Capital
Virginia
$812K +$18.2K +465 +2%
SFG
187
StrategIQ Financial Group
Indiana
$803K +$807K +20,651 New
FAAS
188
First Allied Advisory Services
California
$746K -$4.84M -123,922 -87%
AAS
189
Avantax Advisory Services
Texas
$738K -$938K -23,995 -56%
ACP
190
Aveo Capital Partners
Colorado
$733K -$12M -306,472 -94%
FC
191
Financial Consulate
Maryland
$718K +$22K +563 +3%
Susquehanna International Group
192
Susquehanna International Group
Pennsylvania
$691K -$768K -19,646 -53%
CAC
193
Certified Advisory Corp
Florida
$671K +$511K +13,069 +312%
RIA
194
Regal Investment Advisors
Michigan
$669K -$2.76M -70,635 -80%
AIC
195
Ameritas Investment Company
Nebraska
$660K +$11.9K +305 +2%
FIM
196
Fernwood Investment Management
Massachusetts
$651K
PTC
197
Private Trust Company
Ohio
$629K -$16.9K -432 -3%
FAIM
198
Financial Advocates Investment Management
Washington
$612K -$19.4K -496 -3%
TW
199
Towerpoint Wealth
California
$604K -$12.9K -330 -2%
FHA
200
Flagship Harbor Advisors
Massachusetts
$604K

SPYG Hedge Fund Activity: Q3 2019 in Review

343 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2019, worth a combined $2.89B — down 17% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 29 closed out — a net gain of 17 holders — while 160 added to existing stakes and 98 trimmed.

The largest buyer was Old National Bancorp, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $409M.

  • 343 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2019, up from 327 in Q2 2019.
  • Funds reported $2.89B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2019 and 29 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2019 was Old National Bancorp, an estimated $22.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2019.