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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
176
Providence Wealth Advisors
Illinois
$3.16M +$157K +2,989 +5%
WAP
177
Wealthcare Advisory Partners
Pennsylvania
$3.16M +$46.6K +887 +2%
VFA
178
Voya Financial Advisors
Connecticut
$3.15M -$8.33M -158,455 -73%
CA
179
CGN Advisors
Kansas
$3.1M +$2.95M +56,146 New
JP Morgan Chase
180
JP Morgan Chase
New York
$3.08M -$1.18M -22,430 -29%
GG
181
GenWealth Group
New Jersey
$3.03M -$40.6K -773 -1%
WWM
182
Western Wealth Management
Colorado
$3.01M +$1.03M +19,546 +56%
TFA
183
Tranquilli Financial Advisor
New Jersey
$2.99M +$2.84M +54,051 New
Invesco
184
Invesco
Georgia
$2.93M -$289K -5,502 -9%
FAIM
185
Financial Advocates Investment Management
Washington
$2.89M +$212K +4,037 +8%
IA
186
IndexIQ Advisors
New York
$2.86M -$442K -8,412 -14%
IWP
187
IAG Wealth Partners
Wisconsin
$2.81M -$206K -3,927 -7%
TCMP
188
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.76M +$2.62M +49,868 New
ISB
189
Iowa State Bank
Iowa
$2.71M +$97.5K +1,855 +4%
Lido Advisors
190
Lido Advisors
California
$2.69M +$22.4K +426 +0.9%
GSIS
191
Global Strategic Investment Solutions
Arizona
$2.66M -$11.5K -219 -0.5%
OIA
192
OneDigital Investment Advisors
Kansas
$2.6M +$59.5K +1,132 +2%
FFG
193
Fullen Financial Group
Ohio
$2.6M -$39.6K -754 -2%
LBC
194
Lowe Brockenbrough & Co
Virginia
$2.57M +$109K +2,066 +5%
FGAM
195
Financial Gravity Asset Management
Texas
$2.57M +$2.45M +46,566 New
NC
196
NewSquare Capital
Pennsylvania
$2.56M -$23.6K -450 -1%
BF
197
BOK Financial
Oklahoma
$2.55M -$511K -9,718 -17%
CWM
198
Cornerstone Wealth Management
Missouri
$2.54M +$714K +13,583 +42%
TF
199
TIAA FSB
Florida
$2.52M -$427K -8,120 -15%
LF
200
Lantz Financial
Illinois
$2.5M +$78.5K +1,494 +3%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.