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State Street SPDR Portfolio S&P 500 Growth ETF

417 hedge funds and large institutions have $3.14B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2019 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 172 increasing their positions, 102 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,125% more call options, than puts

Call options by funds: $609K | Put options by funds: $4K

339% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 23

69% more repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 102

23% more funds holding in top 10

Funds holding in top 10: 4859 (+11)

22% more funds holding

Funds holding: 343417 (+74)

9% more capital invested

Capital invested by funds: $2.89B → $3.14B (+$246M)

1.78% more ownership

Funds ownership: 56.6%58.38% (+1.8%)

Holders
417
Holders Change
+74
Holders Change %
+21.57%
% of All Funds
8.22%
Holding in Top 10
59
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+22.92%
% of All Funds
1.16%
New
101
Increased
172
Reduced
102
Closed
23
Calls
$609K
Puts
$4K
Net Calls
+$605K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
VA
1
Valmark Advisers
Ohio
$213M -$10.8M -270,494 -5%
Bank of America
2
Bank of America
North Carolina
$185M +$22.8M +569,823 +15%
Ameriprise
3
Ameriprise
Minnesota
$122M +$12M +300,245 +12%
UBS Group
4
UBS Group
Switzerland
$95.3M +$7.78M +194,027 +9%
LPL Financial
5
LPL Financial
California
$77.3M +$18.9M +471,659 +34%
HI
6
Horizon Investments
North Carolina
$76.4M -$221M -5,508,484 -75%
NAS
7
Nicolet Advisory Services
Wisconsin
$74.9M +$4.09M +102,007 +6%
CDIA
8
Capital Directions Investment Advisors
Georgia
$70.2M -$4.49M -111,981 -6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$67.6M +$2.89M +72,130 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$65.7M -$20.3M -505,471 -24%
Morgan Stanley
11
Morgan Stanley
New York
$63.5M +$3.07M +76,554 +5%
SF
12
Synovus Financial
Georgia
$58.8M -$3.13M -78,140 -5%
AF
13
Allworth Financial
California
$51.6M +$164K +4,081 +0.3%
TC
14
TownSquare Capital
Utah
$49.5M +$868K +21,654 +2%
PI
15
PFS Investments
Georgia
$47.1M -$50.7M -1,266,124 -53%
FWM
16
Focused Wealth Management
New York
$44.5M +$3.91M +97,642 +10%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$43.5M +$644K +16,069 +2%
AG
18
Advisor Group
Arizona
$41.9M -$1.37M -34,098 -3%
Wells Fargo
19
Wells Fargo
California
$41.4M +$1.86M +46,393 +5%
ACM
20
AlphaStar Capital Management
North Carolina
$41.2M +$2.6M +64,937 +7%
BL
21
Balentine LLC
Georgia
$40M -$3.78M -94,368 -9%
PPA
22
Parametric Portfolio Associates
Washington
$40M -$2.69M -67,069 -7%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$39.9M +$573K +14,305 +2%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$36.2M +$3.85M +95,987 +12%
FI
25
FormulaFolio Investments
Michigan
$33.9M +$24.4M +608,848 +304%

SPYG Hedge Fund Activity: Q4 2019 in Review

417 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2019, worth a combined $3.14B — up 8.5% from $2.89B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new SPYG positions and 23 closed out — a net gain of 78 holders — while 172 added to existing stakes and 102 trimmed.

The largest buyer was FormulaFolio Investments, adding an estimated $24.4M. The largest seller was Horizon Investments, cutting an estimated $221M.

  • 417 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2019, up from 343 in Q3 2019.
  • Funds reported $3.14B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2019, up 8.5% quarter-over-quarter.
  • 101 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2019 and 23 closed out, a net change of +78 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2019 was FormulaFolio Investments, an estimated $24.4M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2019 was Horizon Investments, an estimated $221M sold.

Based on aggregated 13F filings for Q4 2019.