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State Street SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.21M | Put options by funds: $367K

63% more repeat investments, than reductions

Existing positions increased: 160 | Existing positions reduced: 98

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

5% more funds holding

Funds holding: 327343 (+16)

4% more funds holding in top 10

Funds holding in top 10: 4648 (+2)

7.95% less ownership

Funds ownership: 64.55%56.6% (-8%)

17% less capital invested

Capital invested by funds: $3.51B → $2.89B (-$612M)

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.52%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$597K -$134K -3,431 -18%
GSIS
202
Global Strategic Investment Solutions
Arizona
$592K +$595K +15,222 New
BCM
203
Brookstone Capital Management
Illinois
$576K +$131K +3,344 +29%
AW
204
ACG Wealth
Georgia
$574K -$28.3K -724 -5%
MSAM
205
Moloney Securities Asset Management
Missouri
$567K -$3.52M -89,999 -86%
DAS
206
Dynamic Advisor Solutions
Arizona
$544K +$41.6K +1,065 +8%
PMFA
207
Plante Moran Financial Advisors
Michigan
$539K -$42.8K -1,096 -7%
BWM
208
BT Wealth Management
Georgia
$539K -$30.4K -777 -5%
CCA
209
Clearwater Capital Advisors
Illinois
$537K -$21.6K -552 -4%
CAGAS
210
Capital Advisory Group Advisory Services
Minnesota
$531K -$42.2K -1,080 -7%
PFA
211
Pure Financial Advisors
California
$520K -$7.78K -199 -1%
IC
212
InterOcean Capital
Illinois
$513K
CG
213
Colony Group
Massachusetts
$508K -$64.9K -1,662 -11%
RFN
214
RDA Financial Network
Iowa
$506K -$121K -3,098 -20%
CCWA
215
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$504K +$506K +12,962 New
VWA
216
V Wealth Advisors
Kansas
$496K +$498K +12,751 New
IAA
217
Independent Advisor Alliance
North Carolina
$483K
PFS
218
Prospera Financial Services
Texas
$471K +$86K +2,200 +22%
MIAS
219
Mason Investment Advisory Services
Virginia
$468K
JMPWA
220
JP Morgan Private Wealth Advisors
California
$466K +$8.56K +219 +2%
SHIM
221
Stone House Investment Management
Pennsylvania
$464K +$8.6K +220 +2%
Financial Engines Advisors
222
Financial Engines Advisors
California
$459K +$461K +11,792 New
CGFA
223
Colton Groome Financial Advisors
North Carolina
$458K -$2.03K -52 -0.5%
ABTD
224
Arvest Bank Trust Division
Oklahoma
$455K
PA
225
PFG Advisors
Arizona
$450K +$12.9K +329 +3%

SPYG Hedge Fund Activity: Q3 2019 in Review

343 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2019, worth a combined $2.89B — down 17% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new SPYG positions and 29 closed out — a net gain of 17 holders — while 160 added to existing stakes and 98 trimmed.

The largest buyer was Old National Bancorp, adding an estimated $22.2M. The largest seller was Envestnet Asset Management, cutting an estimated $409M.

  • 343 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2019, up from 327 in Q2 2019.
  • Funds reported $2.89B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2019, down 17% quarter-over-quarter.
  • 46 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2019 and 29 closed out, a net change of +17 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2019 was Old National Bancorp, an estimated $22.2M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2019 was Envestnet Asset Management, an estimated $409M sold.

Based on aggregated 13F filings for Q3 2019.