We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

1,316 hedge funds and large institutions have $31.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 552 increasing their positions, 480 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $13.3M

15% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 480

1% less funds holding in top 10

Funds holding in top 10: 215213 (-2)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.02% less ownership

Funds ownership: 77.7%76.68% (-1%)

2% less funds holding

Funds holding: 1,3411,316 (-25)

10% less capital invested

Capital invested by funds: $35.2B → $31.7B (-$3.53B)

Holders
1,316
Holders Change
-25
Holders Change %
-1.86%
% of All Funds
16.19%
Holding in Top 10
213
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.93%
% of All Funds
2.62%
New
95
Increased
552
Reduced
480
Closed
97
Calls
$29.8M
Puts
$13.3M
Net Calls
+$16.5M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.9B -$40.3M -387,298 -1%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.7B +$11.9M +114,434 +0.7%
Goldman Sachs
3
Goldman Sachs
New York
$1.47B +$66M +634,064 +4%
AF
4
Allworth Financial
California
$1.22B +$2.57M +24,685 +0.2%
Ameriprise
5
Ameriprise
Minnesota
$1B -$5.53M -53,128 -0.5%
Morgan Stanley
6
Morgan Stanley
New York
$934M -$695M -6,675,789 -41%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$841M -$271M -2,597,675 -23%
HI
8
Horizon Investments
North Carolina
$626M +$104M +999,585 +19%
JP Morgan Chase
9
JP Morgan Chase
New York
$534M -$9.28M -89,069 -2%
VA
10
Valmark Advisers
Ohio
$478M +$23.2M +223,140 +5%
VIA
11
Vantagepoint Investment Advisers
District of Columbia
$417M -$18.7M -179,673 -4%
Raymond James Financial
12
Raymond James Financial
Florida
$407M +$13.2M +126,771 +3%
DWM
13
Dynasty Wealth Management
Florida
$374M -$2.01M -19,280 -0.5%
UBS Group
14
UBS Group
Switzerland
$365M +$13.4M +128,757 +4%
QWP
15
Quotient Wealth Partners
Texas
$360M -$661K -6,345 -0.2%
KIM
16
Kestra Investment Management
Texas
$350M +$100M +963,453 +37%
OWM
17
Orgel Wealth Management
Wisconsin
$336M -$27.3M -261,855 -7%
Wells Fargo
18
Wells Fargo
California
$312M +$25M +239,915 +8%
Bank of America
19
Bank of America
North Carolina
$307M -$92.4M -887,761 -22%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$301M -$2.16M -20,778 -0.7%
AWM
21
AE Wealth Management
Kansas
$300M +$13.2M +126,353 +4%
AA
22
Advisory Alpha
Michigan
$289M -$57.1M -548,163 -16%
WJA
23
Willis Johnson & Associates
Texas
$273M +$10.3M +98,504 +4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$273M +$30.9M +297,196 +12%
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$272M -$6.5M -62,399 -2%

SPYG Hedge Fund Activity: Q1 2026 in Review

1,316 of the 8,130 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2026, worth a combined $31.7B — down 10% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of SPYG and 95 opened new positions — a net loss of 2 holders — while 480 trimmed existing stakes and 552 added.

The largest buyer was Independent Advisor Alliance, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 1,316 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2026, down from 1,341 in Q4 2025.
  • Funds reported $31.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 95 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2026 and 97 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $189M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2026 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2026.