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State Street SPDR Portfolio S&P 500 Growth ETF

327 hedge funds and large institutions have $3.51B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 167 increasing their positions, 80 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

109% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 80

55% more call options, than puts

Call options by funds: $592K | Put options by funds: $383K

23% more capital invested

Capital invested by funds: $2.86B → $3.51B (+$647M)

21% more funds holding in top 10

Funds holding in top 10: 3846 (+8)

9% more funds holding

Funds holding: 300327 (+27)

1.31% less ownership

Funds ownership: 65.86%64.55% (-1.3%)

Holders
327
Holders Change
+27
Holders Change %
+9%
% of All Funds
7.1%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
1%
New
46
Increased
167
Reduced
80
Closed
14
Calls
$592K
Puts
$383K
Net Calls
+$209K
Net Calls Change
-$107K
Name Holding Trade Value Shares
Change
Change in
Stake
RFN
201
RDA Financial Network
Iowa
$612K +$33.6K +885 +6%
FHA
202
Flagship Harbor Advisors
Massachusetts
$602K
AW
203
ACG Wealth
Georgia
$600K +$280K +7,372 +91%
PMFA
204
Plante Moran Financial Advisors
Michigan
$579K +$12.5K +330 +2%
MHS
205
M Holdings Securities
Oregon
$572K +$9.42K +248 +2%
CG
206
Colony Group
Massachusetts
$570K -$329K -8,672 -37%
CAGAS
207
Capital Advisory Group Advisory Services
Minnesota
$566K -$680K -17,905 -55%
BWM
208
BT Wealth Management
Georgia
$559K -$2.92K -77 -0.5%
CCA
209
Clearwater Capital Advisors
Illinois
$556K -$12.2K -322 -2%
RWA
210
Redhawk Wealth Advisors
Minnesota
$534K +$10.3K +270 +2%
CPA
211
Clear Perspective Advisors
Illinois
$532K -$9.04K -238 -2%
PFG
212
Pacific Financial Group
Washington
$530K +$541K +14,247 New
PFA
213
Pure Financial Advisors
California
$526K -$48.8K -1,284 -9%
SS
214
Sunbelt Securities
Texas
$526K +$48.6K +1,279 +10%
CC
215
Courier Capital
New York
$519K +$192K +5,065 +61%
IC
216
InterOcean Capital
Illinois
$511K
OIA
217
OneDigital Investment Advisors
Kansas
$501K +$427K +11,233 +653%
DAS
218
Dynamic Advisor Solutions
Arizona
$500K +$201K +5,280 +69%
AFP
219
Ausdal Financial Partners
Iowa
$475K -$105K -2,758 -19%
LFG
220
LifePlan Financial Group
Ohio
$470K +$31.1K +820 +7%
MIAS
221
Mason Investment Advisory Services
Virginia
$467K
NF
222
Nikulski Financial
Iowa
$461K -$24.7K -650 -5%
PA
223
PFG Advisors
Arizona
$457K
JMPWA
224
JP Morgan Private Wealth Advisors
California
$456K +$2.62K +69 +0.6%
SHIM
225
Stone House Investment Management
Pennsylvania
$454K -$16.4K -431 -4%

SPYG Hedge Fund Activity: Q2 2019 in Review

327 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2019, worth a combined $3.51B — up 23% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 14 closed out — a net gain of 32 holders — while 167 added to existing stakes and 80 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $130M. The largest seller was AssetMark Inc, cutting an estimated $31.3M.

  • 327 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2019, up from 300 in Q1 2019.
  • Funds reported $3.51B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2019, up 23% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2019 and 14 closed out, a net change of +32 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2019 was Envestnet Asset Management, an estimated $130M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2019 was AssetMark Inc, an estimated $31.3M sold.

Based on aggregated 13F filings for Q2 2019.