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State Street SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.19B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 202 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

255% more first-time investments, than exits

New positions opened: 103 | Existing positions closed: 29

128% more call options, than puts

Call options by funds: $16.7M | Put options by funds: $7.34M

17% more repeat investments, than reductions

Existing positions increased: 202 | Existing positions reduced: 172

14% more funds holding

Funds holding: 481546 (+65)

12% more funds holding in top 10

Funds holding in top 10: 7685 (+9)

1% less capital invested

Capital invested by funds: $6.24B → $6.19B (-$53.6M)

4.09% less ownership

Funds ownership: 68.45%64.36% (-4.1%)

Holders
546
Holders Change
+65
Holders Change %
+13.51%
% of All Funds
9.66%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.5%
New
103
Increased
202
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
IWA
201
IBEX Wealth Advisors
New Jersey
$2.45M +$2.33M +44,247 New
CFG
202
Citizens Financial Group
Rhode Island
$2.43M +$5.52K +105 +0.2%
B
203
Bridgeworth
Alabama
$2.42M +$1.84K +35 +0.1%
TFA
204
Tobias Financial Advisors
Florida
$2.42M -$12K -229 -0.5%
TF
205
TRH Financial
Iowa
$2.4M +$24.9K +473 +1%
QCM
206
Quest Capital Management
Texas
$2.3M +$89.1K +1,696 +4%
LWAC
207
Laurel Wealth Advisors (California)
California
$2.27M +$174K +3,313 +9%
CPA
208
Capital Planning Advisors
California
$2.27M +$147K +2,790 +7%
Cetera Investment Advisers
209
Cetera Investment Advisers
Illinois
$2.24M +$643K +12,236 +43%
AIC
210
Ameritas Investment Company
Nebraska
$2.23M +$962K +18,304 +83%
FFC
211
Fure Financial Corporation
Minnesota
$2.22M +$88.8K +1,689 +4%
GM
212
GeoWealth Management
Illinois
$2.21M -$251K -4,777 -11%
CAN
213
Cetera Advisor Networks
California
$2.2M -$1.29M -24,596 -38%
BAM
214
Belpointe Asset Management
Nevada
$2.12M +$1.21M +23,036 +151%
US Bancorp
215
US Bancorp
Minnesota
$2.11M -$768K -14,605 -28%
EGA
216
E&G Advisors
Texas
$2.08M -$120K -2,291 -6%
PWM
217
Provident Wealth Management
Tennessee
$2.05M +$20.6K +392 +1%
GSEP
218
Golden State Equity Partners
California
$2.03M +$1.93M +36,757 New
William Blair & Company
219
William Blair & Company
Illinois
$2.03M -$15.8K -300 -0.8%
RMAM
220
Raab & Moskowitz Asset Management
New Jersey
$2.02M -$47.5K -904 -2%
PG
221
Prostatis Group
Maryland
$2M -$1.81M -34,426 -49%
GWAG
222
Garrett Wealth Advisory Group
Texas
$1.92M +$812K +15,456 +80%
PTC
223
Private Trust Company
Ohio
$1.91M +$260K +4,947 +17%
Mariner
224
Mariner
Kansas
$1.88M +$297K +5,658 +20%
MWM
225
Marietta Wealth Management
Georgia
$1.86M -$2.52K -48 -0.1%

SPYG Hedge Fund Activity: Q4 2020 in Review

546 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2020, worth a combined $6.19B — down 0.86% from $6.24B a quarter earlier.

Buyers outnumbered sellers: 103 funds opened new SPYG positions and 29 closed out — a net gain of 74 holders — while 202 added to existing stakes and 172 trimmed.

The largest buyer was Financial Engines Advisors, adding an estimated $100M. The largest seller was Envestnet Asset Management, cutting an estimated $430M.

  • 546 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2020, up from 481 in Q3 2020.
  • Funds reported $6.19B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2020, down 0.86% quarter-over-quarter.
  • 103 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2020 and 29 closed out, a net change of +74 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2020 was Financial Engines Advisors, an estimated $100M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2020 was Envestnet Asset Management, an estimated $430M sold.

Based on aggregated 13F filings for Q4 2020.