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State Street SPDR Portfolio S&P 500 Growth ETF

549 hedge funds and large institutions have $6.37B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 213 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.37M

20% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 44

1.77% more ownership

Funds ownership: 64.36%66.13% (+1.8%)

4% more repeat investments, than reductions

Existing positions increased: 213 | Existing positions reduced: 205

3% more capital invested

Capital invested by funds: $6.19B → $6.37B (+$189M)

1% more funds holding

Funds holding: 546549 (+3)

5% less funds holding in top 10

Funds holding in top 10: 8581 (-4)

Holders
549
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.64%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.42%
New
53
Increased
213
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
201
Cooper Financial Group
California
$2.5M -$1.64M -29,353 -40%
CAN
202
Cetera Advisor Networks
California
$2.41M +$169K +3,017 +8%
Mariner
203
Mariner
Kansas
$2.38M +$460K +8,211 +24%
TF
204
TRH Financial
Iowa
$2.36M -$90K -1,606 -4%
IA
205
IndexIQ Advisors
New York
$2.34M -$580K -10,350 -20%
CA
206
Continuum Advisory
Idaho
$2.3M +$419K +7,473 +24%
Mercer Global Advisors
207
Mercer Global Advisors
Colorado
$2.24M +$1.52M +27,180 +217%
Lido Advisors
208
Lido Advisors
California
$2.21M -$524K -9,351 -19%
LWAC
209
Laurel Wealth Advisors (California)
California
$2.18M -$131K -2,343 -6%
ACM
210
Advisors Capital Management
New Jersey
$2.18M -$3.47M -62,010 -62%
Cetera Investment Advisers
211
Cetera Investment Advisers
Illinois
$2.18M -$113K -2,013 -5%
ASN
212
Advisory Services Network
Georgia
$2.09M +$1.05M +18,826 +103%
William Blair & Company
213
William Blair & Company
Illinois
$2.07M
IA
214
IFP Advisors
Florida
$2.05M +$369K +6,592 +22%
GB
215
Gunma Bank
Japan
$2.03M +$2.02M +36,000 New
EGA
216
E&G Advisors
Texas
$2M -$118K -2,113 -6%
Rockefeller Capital Management
217
Rockefeller Capital Management
New York
$1.98M +$604K +10,777 +44%
GWAG
218
Garrett Wealth Advisory Group
Texas
$1.98M +$21.9K +391 +1%
US Bancorp
219
US Bancorp
Minnesota
$1.91M -$246K -4,388 -11%
MWM
220
Marietta Wealth Management
Georgia
$1.9M
RMAM
221
Raab & Moskowitz Asset Management
New Jersey
$1.88M -$171K -3,045 -8%
PTC
222
Private Trust Company
Ohio
$1.88M -$71.9K -1,283 -4%
CWA
223
Centennial Wealth Advisory
Michigan
$1.83M +$555K +9,904 +44%
CPA
224
Capital Planning Advisors
California
$1.81M -$493K -8,803 -21%
Franklin Resources
225
Franklin Resources
California
$1.79M

SPYG Hedge Fund Activity: Q1 2021 in Review

549 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2021, worth a combined $6.37B — up 3% from $6.19B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new SPYG positions and 44 closed out — a net gain of 9 holders — while 213 added to existing stakes and 205 trimmed.

The largest buyer was Provida Pension Fund Administrator, adding an estimated $291M. The largest seller was FormulaFolio Investments, cutting an estimated $98.6M.

  • 549 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2021, up from 546 in Q4 2020.
  • Funds reported $6.37B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2021, up 3% quarter-over-quarter.
  • 53 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2021 and 44 closed out, a net change of +9 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2021 was Provida Pension Fund Administrator, an estimated $291M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2021 was FormulaFolio Investments, an estimated $98.6M sold.

Based on aggregated 13F filings for Q1 2021.