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State Street SPDR Portfolio S&P 500 Growth ETF

419 hedge funds and large institutions have $4B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 163 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more capital invested

Capital invested by funds: $3.14B → $4B (+$861M)

18% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 56

13.55% more ownership

Funds ownership: 58.38%71.93% (+14%)

11% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 147

7% more funds holding in top 10

Funds holding in top 10: 5963 (+4)

0% more funds holding

Funds holding: 417419 (+2)

98% less call options, than puts

Call options by funds: $15K | Put options by funds: $760K

Holders
419
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
163
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
201
Investors Financial Group
Minnesota
$1.09M +$190K +4,638 +18%
QCM
202
Quest Capital Management
Texas
$1.07M +$249K +6,073 +26%
WAS
203
Wealth Advisory Solutions
Indiana
$1.06M
MGIA
204
Moneta Group Investment Advisors
Missouri
$1.02M -$786K -19,194 -40%
Cerity Partners
205
Cerity Partners
New York
$1.02M +$73.4K +1,793 +7%
Creative Planning
206
Creative Planning
Kansas
$1.01M +$46.2K +1,129 +4%
GG
207
GenWealth Group
New Jersey
$1M -$3.78M -92,217 -77%
LNC
208
Lincoln National Corp
Pennsylvania
$1M -$75.6K -1,845 -6%
RCA
209
Rowland Carmichael Advisors
Arizona
$990K
CCFM
210
Clear Creek Financial Management
Washington
$985K +$253K +6,172 +33%
MFW
211
Mosaic Family Wealth
Missouri
$953K +$803K +19,605 +277%
PC
212
Permanens Capital
New York
$952K -$13.9M -340,231 -93%
C1AG
213
Client 1st Advisory Group
Florida
$951K -$1.05M -25,596 -49%
MSAM
214
Moloney Securities Asset Management
Missouri
$951K +$54.3K +1,326 +5%
UWM
215
USAdvisors Wealth Management
Minnesota
$945K +$1.08M +26,432 New
AIC
216
Ameritas Investment Company
Nebraska
$939K +$383K +9,345 +55%
FAIM
217
Financial Advocates Investment Management
Washington
$920K +$412K +10,067 +64%
M&T Bank
218
M&T Bank
New York
$915K +$1.05M +25,615 New
Mariner
219
Mariner
Kansas
$895K -$841K -20,544 -45%
VWA
220
Visionary Wealth Advisors
Illinois
$862K +$987K +24,105 New
CAC
221
Certified Advisory Corp
Florida
$858K -$147K -3,585 -13%
GSIS
222
Global Strategic Investment Solutions
Arizona
$857K +$356K +8,699 +57%
LFAS
223
Level Four Advisory Services
Texas
$852K +$734K +17,926 +305%
Cetera Investment Advisers
224
Cetera Investment Advisers
Illinois
$832K +$39.3K +960 +4%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$821K +$922K +22,509 +4,958%

SPYG Hedge Fund Activity: Q1 2020 in Review

419 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2020, worth a combined $4B — up 27% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new SPYG positions and 56 closed out — a net gain of 10 holders — while 163 added to existing stakes and 147 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $423M. The largest seller was AlphaStar Capital Management, cutting an estimated $37.7M.

  • 419 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2020, up from 417 in Q4 2019.
  • Funds reported $4B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2020, up 27% quarter-over-quarter.
  • 66 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2020 and 56 closed out, a net change of +10 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $423M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2020 was AlphaStar Capital Management, an estimated $37.7M sold.

Based on aggregated 13F filings for Q1 2020.