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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
CGN Advisors
Kansas
$3.39M +$225K +4,020 +7%
IWA
177
IBEX Wealth Advisors
New Jersey
$3.26M +$762K +13,602 +31%
EWM
178
Echo Wealth Management
Minnesota
$3.22M -$206K -3,671 -6%
SAM
179
Sequent Asset Management
Texas
$3.06M -$329K -5,869 -10%
FAIM
180
Financial Advocates Investment Management
Washington
$3M +$53K +946 +2%
CSPIA
181
Cary Street Partners Investment Advisory
Virginia
$2.99M -$861K -15,363 -22%
TF
182
TIAA FSB
Florida
$2.92M +$353K +6,307 +14%
MWM
183
Meridian Wealth Management
Kentucky
$2.89M -$5.88M -105,043 -67%
Koshinski Asset Management
184
Koshinski Asset Management
Illinois
$2.84M +$1.89M +33,733 +202%
Invesco
185
Invesco
Georgia
$2.83M -$155K -2,766 -5%
AMG
186
Asset Management Group
Connecticut
$2.82M +$1.73M +30,957 +163%
IWP
187
IAG Wealth Partners
Wisconsin
$2.78M -$89.2K -1,593 -3%
LF
188
Lantz Financial
Illinois
$2.74M +$185K +3,299 +7%
GSIS
189
Global Strategic Investment Solutions
Arizona
$2.71M +$2.3K +41 +0.1%
ISB
190
Iowa State Bank
Iowa
$2.71M -$59.8K -1,068 -2%
NC
191
NewSquare Capital
Pennsylvania
$2.7M +$89.4K +1,595 +3%
LBC
192
Lowe Brockenbrough & Co
Virginia
$2.68M +$54.7K +977 +2%
FFG
193
Fullen Financial Group
Ohio
$2.65M +$5.49K +98 +0.2%
CFG
194
Citizens Financial Group
Rhode Island
$2.64M +$158K +2,828 +6%
OIA
195
OneDigital Investment Advisors
Kansas
$2.63M -$23.4K -418 -0.9%
BF
196
BOK Financial
Oklahoma
$2.6M
QCM
197
Quest Capital Management
Texas
$2.58M +$228K +4,073 +10%
B
198
Bridgeworth
Alabama
$2.54M +$65K +1,161 +3%
CF
199
Centaurus Financial
California
$2.52M +$2.4M +42,869 +2,262%
TFA
200
Tobias Financial Advisors
Florida
$2.5M +$38K +679 +2%

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.