State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
199 hedge funds and large institutions have $1.24B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 98 increasing their positions, 39 reducing their positions, and 13 closing their positions.
231% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 13
151% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 39
53% more capital invested
Capital invested by funds: $810M → $1.24B (+$430M)
16% more funds holding
Funds holding: 171 → 199 (+28)
6.1% more ownership
Funds ownership: 40.98% → 47.08% (+6.1%)
0% more funds holding in top 10
Funds holding in top 10: 18 → 18 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VA
Valmark Advisers
Akron,
Ohio
|
+$130M |
| 2 |
AssetMark Inc
Concord,
California
|
+$72.8M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$71.2M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$31.9M |
| 5 |
AG
Advisor Group
Phoenix,
Arizona
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDIA
Capital Directions Investment Advisors
Atlanta,
Georgia
|
-$73.4M |
| 2 |
FFG
Ford Financial Group
Fresno,
California
|
-$15.2M |
| 3 |
FSA
Financial Services Advisory
Rockville,
Maryland
|
-$5.94M |
| 4 |
LWS
Lucia Wealth Services
San Diego,
California
|
-$4.12M |
| 5 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$2.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFG
201
Ford Financial Group
Fresno,
California
| – | -$15.2M | -452,196 | Closed |
|
|
FSA
202
Financial Services Advisory
Rockville,
Maryland
| – | -$5.94M | -177,091 | Closed |
|
|
XS
203
XR Securities
Chicago,
Illinois
| – | -$2.05M | -61,138 | Closed |
|
204
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.24M | -36,829 | Closed |
|
|
GFPC
205
Global Financial Private Capital
Sarasota,
Florida
| – | -$756K | -22,564 | Closed |
|
206
Millennium Management
New York
| – | -$456K | -13,612 | Closed |
|
|
NB
207
Nicolet Bankshares
Green Bay,
Wisconsin
| – | -$245K | -7,297 | Closed |
|
|
BBPWM
208
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$120K | -3,600 | Closed |
|
|
KF
209
Krilogy Financial
St. Louis,
Missouri
| – | -$76K | -2,279 | Closed |
|
|
VCM
210
Virtue Capital Management
Brentwood,
Tennessee
| – | -$32K | -956 | Closed |
|
211
CIBC Private Wealth Group
Atlanta,
Georgia
| – | -$21K | -615 | Closed |
|
|
AWA
212
Acorn Wealth Advisors
Grand Blanc,
Michigan
| – | -$7K | -200 | Closed |
|
SPYG Hedge Fund Activity: Q2 2018 in Review
199 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2018, worth a combined $1.24B — up 53% from $810M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new SPYG positions and 13 closed out — a net gain of 30 holders — while 98 added to existing stakes and 39 trimmed.
The largest buyer was Valmark Advisers, adding an estimated $130M. The largest seller was Capital Directions Investment Advisors, exiting entirely with an estimated $73.4M sold.
- 199 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2018, up from 171 in Q1 2018.
- Funds reported $1.24B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2018, up 53% quarter-over-quarter.
- 43 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2018 and 13 closed out, a net change of +30 holders.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2018 was Valmark Advisers, an estimated $130M added.
- The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2018 was Capital Directions Investment Advisors, an estimated $73.4M sold.
Based on aggregated 13F filings for Q2 2018.