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State Street SPDR Portfolio S&P 500 Growth ETF

89 hedge funds and large institutions have $281M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

17% more funds holding

Funds holding: 7689 (+13)

4% more capital invested

Capital invested by funds: $270M → $281M (+$11.2M)

0.37% more ownership

Funds ownership: 128.47%128.84% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
89
Holders Change
+13
Holders Change %
+17.11%
% of All Funds
2.22%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
18
Increased
25
Reduced
26
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1
Capital Directions Investment Advisors
Georgia
$74.2M -$1.18M -38,684 -2%
LPL Financial
2
LPL Financial
California
$28.4M -$7.01M -230,524 -20%
Bank of America
3
Bank of America
North Carolina
$24.4M -$1.19M -39,152 -5%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$19.3M -$716K -23,520 -4%
Morgan Stanley
5
Morgan Stanley
New York
$17.5M -$3.61M -118,572 -17%
Wells Fargo
6
Wells Fargo
California
$15.9M +$5.28M +173,404 +51%
RJA
7
Raymond James & Associates
Florida
$14.1M -$499K -16,396 -3%
UBS Group
8
UBS Group
Switzerland
$11.6M -$392K -12,872 -3%
Ameriprise
9
Ameriprise
Minnesota
$6.16M +$1.79M +58,768 +42%
SIA
10
Starfire Investment Advisers
Michigan
$6.15M -$8.03K -264 -0.1%
Goldman Sachs
11
Goldman Sachs
New York
$4.6M +$707K +23,252 +19%
FNT
12
First National Trust
Pennsylvania
$3.04M +$607K +19,956 +26%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$2.95M +$664K +21,812 +30%
TSS
14
Two Sigma Securities
New York
$2.93M +$2.88M +94,596 New
IH
15
IFC Holdings
Florida
$2.77M +$207K +6,788 +8%
Jane Street
16
Jane Street
New York
$2.76M -$3.52M -115,576 -56%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.69M +$110K +3,616 +4%
Lido Advisors
18
Lido Advisors
California
$2.55M +$7.17M +235,512 +282%
Thrivent Financial for Lutherans
19
Thrivent Financial for Lutherans
Minnesota
$2.39M -$261K -8,564 -10%
VFA
20
Voya Financial Advisors
Connecticut
$2.29M +$2.26M +74,260 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.12M -$2.48M -81,460 -54%
KWM
22
Kingsview Wealth Management
Oregon
$1.81M +$430K +14,144 +32%
TW
23
Transform Wealth
Colorado
$1.72M +$1.69M +55,444 New
FIM
24
Freedom Investment Management
Connecticut
$1.71M +$86K +2,828 +5%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$1.39M +$77K +2,532 +6%

SPYG Hedge Fund Activity: Q3 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2017, worth a combined $281M — up 4.2% from $270M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new SPYG positions and 4 closed out — a net gain of 14 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Lido Advisors, adding an estimated $7.17M. The largest seller was LPL Financial, cutting an estimated $7.01M.

  • 89 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2017, up from 76 in Q2 2017.
  • Funds reported $281M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2017, up 4.2% quarter-over-quarter.
  • 18 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2017 and 4 closed out, a net change of +14 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2017 was Lido Advisors, an estimated $7.17M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2017 was LPL Financial, an estimated $7.01M sold.

Based on aggregated 13F filings for Q3 2017.