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State Street SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 24

101% more repeat investments, than reductions

Existing positions increased: 147 | Existing positions reduced: 73

71% more capital invested

Capital invested by funds: $1.68B → $2.86B (+$1.18B)

27% more funds holding in top 10

Funds holding in top 10: 3038 (+8)

13.34% more ownership

Funds ownership: 52.52%65.86% (+13%)

12% more funds holding

Funds holding: 268300 (+32)

Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.49%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Change in
Stake
ABTD
201
Arvest Bank Trust Division
Oklahoma
$435K +$414K +11,700 New
BIA
202
BHK Investment Advisors
Alabama
$431K +$187K +5,300 +84%
LFG
203
LifePlan Financial Group
Ohio
$421K +$93K +2,629 +30%
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$390K -$45.1K -1,276 -11%
WP
205
WealthShield Partners
North Carolina
$390K +$27.8K +785 +8%
MIM
206
Moseley Investment Management
Florida
$384K +$365K +10,326 New
PWMG
207
Prestige Wealth Management Group
New Jersey
$376K +$5.3K +150 +2%
IAA
208
Independent Advisor Alliance
North Carolina
$376K +$357K +10,100 New
IIA
209
IPG Investment Advisors
California
$375K +$33.4K +945 +10%
DC
210
Davenport & Co
Virginia
$370K +$3.32K +94 +1%
CCM
211
Coldstream Capital Management
Washington
$360K
IA
212
IFP Advisors
Florida
$317K -$1.3M -36,826 -81%
CC
213
Courier Capital
New York
$310K +$294K +8,324 New
AW
214
ACG Wealth
Georgia
$302K
VF
215
Virtu Financial
New York
$300K +$285K +8,069 New
GG
216
GenWealth Group
New Jersey
$299K -$78.3K -2,216 -22%
AF
217
Arrow Financial
New York
$298K -$212K -6,000 -43%
Comerica Bank
218
Comerica Bank
Texas
$289K +$270K +7,642 New
ACI
219
Alpha Cubed Investments
California
$287K +$1.24K +35 +0.5%
DAS
220
Dynamic Advisor Solutions
Arizona
$284K -$173K -4,886 -39%
JIC
221
Johnson Investment Counsel
Ohio
$282K
Mercer Global Advisors
222
Mercer Global Advisors
Colorado
$275K +$262K +7,398 New
SIAS
223
Shine Investment Advisory Services
Colorado
$270K
KA
224
Kovack Advisors
Florida
$266K +$253K +7,146 New
Principal Financial Group
225
Principal Financial Group
Iowa
$264K -$10.4K -295 -4%

SPYG Hedge Fund Activity: Q1 2019 in Review

300 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2019, worth a combined $2.86B — up 71% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new SPYG positions and 24 closed out — a net gain of 34 holders — while 147 added to existing stakes and 73 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $281M. The largest seller was Redhawk Wealth Advisors, cutting an estimated $14.1M.

  • 300 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2019, up from 268 in Q4 2018.
  • Funds reported $2.86B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2019, up 71% quarter-over-quarter.
  • 58 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2019 and 24 closed out, a net change of +34 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2019 was Envestnet Asset Management, an estimated $281M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2019 was Redhawk Wealth Advisors, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2019.