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State Street SPDR Portfolio S&P 500 Growth ETF

460 hedge funds and large institutions have $5.48B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 174 increasing their positions, 173 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 27

80% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $693K

37% more capital invested

Capital invested by funds: $4B → $5.48B (+$1.48B)

14% more funds holding in top 10

Funds holding in top 10: 6372 (+9)

10% more funds holding

Funds holding: 419460 (+41)

1% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 173

2.32% less ownership

Funds ownership: 71.93%69.61% (-2.3%)

Holders
460
Holders Change
+41
Holders Change %
+9.79%
% of All Funds
9.43%
Holding in Top 10
72
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+14.29%
% of All Funds
1.48%
New
71
Increased
174
Reduced
173
Closed
27
Calls
$1.24M
Puts
$693K
Net Calls
+$551K
Net Calls Change
+$1.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
176
Lido Advisors
California
$2.25M +$12.8K +309 +0.6%
BF
177
BOK Financial
Oklahoma
$2.21M +$161K +3,875 +9%
TFA
178
Tobias Financial Advisors
Florida
$2.2M +$1.38M +33,242 +210%
GSIS
179
Global Strategic Investment Solutions
Arizona
$2.17M +$1.01M +24,322 +101%
ISB
180
Iowa State Bank
Iowa
$2.12M +$112K +2,697 +6%
LBC
181
Lowe Brockenbrough & Co
Virginia
$2.1M -$19.3K -465 -1%
FFG
182
Fullen Financial Group
Ohio
$2.1M +$1.94M +46,757 New
CAG
183
Csenge Advisory Group
Florida
$2.09M -$653K -15,718 -25%
NC
184
NewSquare Capital
Pennsylvania
$2.09M +$77.5K +1,867 +4%
TF
185
TRH Financial
Iowa
$2.09M +$1.86M +44,797 New
FAIM
186
Financial Advocates Investment Management
Washington
$2.08M +$849K +20,442 +79%
SMG
187
Spectrum Management Group
Indiana
$2.08M +$1.92M +46,186 New
GWM
188
Geneos Wealth Management
Colorado
$2.07M +$155K +3,732 +9%
CFG
189
Cooper Financial Group
California
$2.07M +$425K +10,244 +29%
B
190
Bridgeworth
Alabama
$2.07M -$397K -9,547 -17%
BAM
191
Bruderman Asset Management
New York
$2.02M +$15.1K +364 +0.8%
SAM
192
Sequent Asset Management
Texas
$1.97M +$1.82M +43,832 New
LF
193
Lantz Financial
Illinois
$1.91M +$25.2K +607 +1%
KFGK
194
Keystone Financial Group (Kentucky)
Kentucky
$1.89M +$1.75M +42,168 New
CPA
195
Capital Planning Advisors
California
$1.86M +$453K +10,912 +36%
GG
196
GenWealth Group
New Jersey
$1.85M +$530K +12,771 +46%
EGA
197
E&G Advisors
Texas
$1.85M -$34.1K -820 -2%
VWA
198
V Wealth Advisors
Kansas
$1.79M +$1.06M +25,483 +178%
Franklin Resources
199
Franklin Resources
California
$1.75M
RMAM
200
Raab & Moskowitz Asset Management
New Jersey
$1.68M -$61.3K -1,476 -4%

SPYG Hedge Fund Activity: Q2 2020 in Review

460 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2020, worth a combined $5.48B — up 37% from $4B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new SPYG positions and 27 closed out — a net gain of 44 holders — while 174 added to existing stakes and 173 trimmed.

The largest buyer was Horizon Investments, adding an estimated $170M. The largest seller was Synovus Financial, cutting an estimated $111M.

  • 460 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2020, up from 419 in Q1 2020.
  • Funds reported $5.48B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2020, up 37% quarter-over-quarter.
  • 71 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2020 and 27 closed out, a net change of +44 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2020 was Horizon Investments, an estimated $170M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2020 was Synovus Financial, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.