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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
CBFP
176
Cedar Brook Financial Partners
Ohio
$1.65M +$1.89M +46,188 New
BF
177
BOK Financial
Oklahoma
$1.62M +$1.85M +45,226 New
NC
178
NewSquare Capital
Pennsylvania
$1.6M +$1.83M +44,665 New
ISB
179
Iowa State Bank
Iowa
$1.59M +$68.2K +1,664 +4%
TIA
180
Traphagen Investment Advisors
New Jersey
$1.58M -$119K -2,913 -32%
GWM
181
Geneos Wealth Management
Colorado
$1.53M +$383K +9,354 +27%
CAGAS
182
Capital Advisory Group Advisory Services
Minnesota
$1.52M -$3.33M -81,300 -66%
BAM
183
Bruderman Asset Management
New York
$1.51M +$1.81M +44,267 New
BC
184
Burleson & Co
California
$1.5M +$37.3K +911 +3%
EGA
185
E&G Advisors
Texas
$1.5M -$166K -4,048 -9%
LF
186
Lantz Financial
Illinois
$1.5M +$333K +8,123 +24%
GRP
187
Global Retirement Partners
California
$1.44M +$1.31M +32,033 +382%
RMAM
188
Raab & Moskowitz Asset Management
New Jersey
$1.39M -$8.64K -211 -0.5%
CCM
189
Condor Capital Management
New Jersey
$1.36M -$76.1K -1,857 -5%
Franklin Resources
190
Franklin Resources
California
$1.3M +$33.3K +813 +2%
Renaissance Technologies
191
Renaissance Technologies
New York
$1.3M +$348K +8,500 +31%
CFG
192
Cooper Financial Group
California
$1.28M +$683K +16,673 +87%
MWM
193
Marietta Wealth Management
Georgia
$1.21M
CGFA
194
Colton Groome Financial Advisors
North Carolina
$1.2M +$932K +22,753 +213%
PFGIA
195
Patriot Financial Group Insurance Agency
Massachusetts
$1.18M +$1.15M +28,076 +568%
IAP
196
Indie Asset Partners
Indiana
$1.16M -$54K -1,319 -4%
GLA
197
Good Life Advisors
Pennsylvania
$1.14M +$61.3K +1,497 +5%
Bank of New York Mellon
198
Bank of New York Mellon
New York
$1.12M -$119K -2,897 -8%
NWS
199
Newport Wealth Strategies
California
$1.11M -$1.64K -40 -0.1%
CPA
200
Capital Planning Advisors
California
$1.09M -$22.4K -548 -2%

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.