We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

131 hedge funds and large institutions have $386M invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

467% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 9

250% more funds holding in top 10

Funds holding in top 10: 27 (+5)

67% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 24

47% more funds holding

Funds holding: 89131 (+42)

37% more capital invested

Capital invested by funds: $281M → $386M (+$105M)

96.4% less ownership

Funds ownership: 128.84%32.44% (-96%)

Holders
131
Holders Change
+42
Holders Change %
+47.19%
% of All Funds
2.97%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.16%
New
51
Increased
40
Reduced
24
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CDIA
1
Capital Directions Investment Advisors
Georgia
$73.6M -$5.27M -163,351 -7%
LPL Financial
2
LPL Financial
California
$29.8M -$513K -15,876 -2%
Bank of America
3
Bank of America
North Carolina
$27.3M +$1.32M +40,912 +5%
DDPOM
4
Delta Dental Plan of Michigan
Michigan
$21.2M +$20.9M +646,122 New
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$20.7M +$126K +3,911 +0.6%
AIA
6
Allegis Investment Advisors
Idaho
$17.8M +$17.4M +539,846 New
Morgan Stanley
7
Morgan Stanley
New York
$17.2M -$1.33M -41,161 -7%
Wells Fargo
8
Wells Fargo
California
$17.1M +$178K +5,526 +1%
UBS Group
9
UBS Group
Switzerland
$16.1M +$3.63M +112,478 +30%
FFG
10
Ford Financial Group
California
$13.3M +$12.6M +388,922 New
RJA
11
Raymond James & Associates
Florida
$12.2M -$2.72M -84,273 -19%
JWM
12
Jackson Wealth Management
Florida
$10.3M +$9.74M +301,647 New
Ameriprise
13
Ameriprise
Minnesota
$6.71M +$149K +4,605 +2%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$6.32M +$3.11M +96,310 +101%
CWSR
15
Chessman Wealth Strategies RIA
Texas
$5.53M +$5.41M +167,495 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.41M +$2.48M +76,920 +88%
GP
17
Girard Partners
Pennsylvania
$5.19M +$5.08M +157,291 New
FNT
18
First National Trust
Pennsylvania
$4.61M +$1.35M +41,745 +43%
OC
19
Oarsman Capital
Wisconsin
$3.93M +$3.84M +118,956 New
XS
20
XR Securities
Illinois
$3.26M +$3.19M +98,903 New
IH
21
IFC Holdings
Florida
$2.97M +$21.9K +678 +0.8%
AWM
22
Altium Wealth Management
New York
$2.85M +$2.79M +86,283 New
ACM
23
AlphaStar Capital Management
North Carolina
$2.75M +$2.69M +83,289 New
KWM
24
Kingsview Wealth Management
Oregon
$2.53M +$593K +18,372 +32%
Manulife (Manufacturers Life Insurance)
25
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.52M +$621K +19,240 +34%

SPYG Hedge Fund Activity: Q4 2017 in Review

131 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2017, worth a combined $386M — up 37% from $281M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SPYG positions and 9 closed out — a net gain of 42 holders — while 40 added to existing stakes and 24 trimmed.

The largest buyer was Allegis Investment Advisors, opening a new position worth an estimated $17.4M. The largest seller was Lido Advisors, cutting an estimated $7.85M.

  • 131 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2017, up from 89 in Q3 2017.
  • Funds reported $386M of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2017, up 37% quarter-over-quarter.
  • 51 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2017 and 9 closed out, a net change of +42 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2017 was Allegis Investment Advisors, an estimated $17.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2017 was Lido Advisors, an estimated $7.85M sold.

Based on aggregated 13F filings for Q4 2017.