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State Street SPDR Portfolio S&P 500 Growth ETF

481 hedge funds and large institutions have $6.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 172 increasing their positions, 197 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 29

24% more call options, than puts

Call options by funds: $27.7M | Put options by funds: $22.4M

14% more capital invested

Capital invested by funds: $5.48B → $6.24B (+$764M)

6% more funds holding in top 10

Funds holding in top 10: 7276 (+4)

5% more funds holding

Funds holding: 460481 (+21)

1.15% less ownership

Funds ownership: 69.61%68.45% (-1.2%)

13% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 197

Holders
481
Holders Change
+21
Holders Change %
+4.57%
% of All Funds
9.71%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.53%
New
56
Increased
172
Reduced
197
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Change in
Stake
GWM
176
Geneos Wealth Management
Colorado
$2.52M +$184K +3,757 +8%
ARG
177
Advisory Resource Group
Oklahoma
$2.47M +$2.42M +49,321 New
GSIS
178
Global Strategic Investment Solutions
Arizona
$2.42M
FAIM
179
Financial Advocates Investment Management
Washington
$2.42M +$101K +2,052 +4%
Lido Advisors
180
Lido Advisors
California
$2.41M -$96K -1,959 -4%
FFG
181
Fullen Financial Group
Ohio
$2.39M +$46.6K +950 +2%
ISB
182
Iowa State Bank
Iowa
$2.37M -$1.72K -35 -0.1%
NC
183
NewSquare Capital
Pennsylvania
$2.34M +$10.5K +215 +0.5%
SMG
184
Spectrum Management Group
Indiana
$2.33M +$14.2K +290 +0.6%
OIA
185
OneDigital Investment Advisors
Kansas
$2.3M +$1.26M +25,786 +129%
AAS
186
Avantax Advisory Services
Texas
$2.25M +$929K +18,948 +73%
CFG
187
Cooper Financial Group
California
$2.24M -$66.7K -1,361 -3%
GM
188
GeoWealth Management
Illinois
$2.24M +$363K +7,406 +20%
LBC
189
Lowe Brockenbrough & Co
Virginia
$2.23M -$111K -2,270 -5%
BAM
190
Bruderman Asset Management
New York
$2.21M -$31.3K -638 -1%
TFA
191
Tobias Financial Advisors
Florida
$2.2M -$250K -5,095 -10%
B
192
Bridgeworth
Alabama
$2.2M -$107K -2,177 -5%
LF
193
Lantz Financial
Illinois
$2.19M +$63.8K +1,301 +3%
CFG
194
Citizens Financial Group
Rhode Island
$2.18M +$1.5M +30,660 +232%
SAM
195
Sequent Asset Management
Texas
$2.17M -$22.1K -451 -1%
AF
196
Advisornet Financial
Minnesota
$2.16M -$7.44M -151,752 -78%
TF
197
TRH Financial
Iowa
$2.16M -$86.5K -1,765 -4%
CBFP
198
Cedar Brook Financial Partners
Ohio
$2.14M +$382K +7,798 +22%
TI
199
Trexquant Investment
Connecticut
$2.03M +$1.31M +26,803 +196%
EGA
200
E&G Advisors
Texas
$2M -$58.8K -1,199 -3%

SPYG Hedge Fund Activity: Q3 2020 in Review

481 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2020, worth a combined $6.24B — up 14% from $5.48B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new SPYG positions and 29 closed out — a net gain of 27 holders — while 172 added to existing stakes and 197 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $64.2M. The largest seller was Horizon Investments, cutting an estimated $91.4M.

  • 481 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2020, up from 460 in Q2 2020.
  • Funds reported $6.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2020, up 14% quarter-over-quarter.
  • 56 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2020 and 29 closed out, a net change of +27 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2020 was Financial Engines Advisors, an estimated $64.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2020 was Horizon Investments, an estimated $91.4M sold.

Based on aggregated 13F filings for Q3 2020.