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State Street SPDR Portfolio S&P 500 Growth ETF

948 hedge funds and large institutions have $19.3B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 384 increasing their positions, 353 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more call options, than puts

Call options by funds: $24.1M | Put options by funds: $5.7M

96% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 49

12% more capital invested

Capital invested by funds: $17.2B → $19.3B (+$2.11B)

3% more funds holding

Funds holding: 916948 (+32)

9% more repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 353

1% more funds holding in top 10

Funds holding in top 10: 167168 (+1)

1.77% less ownership

Funds ownership: 79.86%78.08% (-1.8%)

Holders
948
Holders Change
+32
Holders Change %
+3.49%
% of All Funds
13.66%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.42%
New
96
Increased
384
Reduced
353
Closed
49
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CIM
226
Confluence Investment Management
Missouri
$9.23M +$913K +13,123 +12%
SFA
227
Sequoia Financial Advisors
Ohio
$9.23M -$5.53M -79,469 -39%
FIM
228
Freedom Investment Management
Connecticut
$9.22M +$729K +10,472 +9%
MPW
229
Melone Private Wealth
Michigan
$9.08M +$74.2K +1,066 +0.9%
ASN
230
Advisory Services Network
Georgia
$8.92M +$5.62M +80,704 +196%
SAM
231
Sequent Asset Management
Texas
$8.92M +$2.38M +34,128 +39%
IWN
232
Independent Wealth Network
Iowa
$8.71M -$59.8K -859 -0.7%
GG
233
GenWealth Group
New Jersey
$8.7M +$186K +2,677 +2%
AFTS
234
American Financial & Tax Strategies
New York
$8.69M -$516K -7,420 -6%
SOS
235
Silver Oak Securities
Tennessee
$8.62M -$2.16M -31,089 -21%
QC
236
Quent Capital
New York
$8.61M +$224K +3,223 +3%
PA
237
Probity Advisors
Texas
$8.12M +$765K +10,990 +11%
WFA
238
Wellspring Financial Advisors
Ohio
$8.06M -$128K -1,838 -2%
TFA
239
Tranquilli Financial Advisor
New Jersey
$8.04M +$1.29M +18,587 +20%
BRWA
240
B. Riley Wealth Advisors
Florida
$7.98M +$5.44M +78,111 +138%
GFG
241
Goldstone Financial Group
Illinois
$7.98M +$1.57M +22,561 +26%
LF
242
LifePlan Financial
Minnesota
$7.96M -$25.5K -367 -0.3%
OPWM
243
Oxinas Partners Wealth Management
Indiana
$7.89M -$272K -3,902 -3%
TC
244
TAGStone Capital
North Carolina
$7.86M +$300K +4,316 +4%
MPM
245
Meritage Portfolio Management
Kansas
$7.76M -$504K -7,245 -6%
AF
246
Apollon Financial
South Carolina
$7.71M -$126K -1,805 -2%
1SB
247
1ST Source Bank
Indiana
$7.55M -$562K -8,069 -7%
CWM
248
Collaborative Wealth Management
Florida
$7.49M -$78.9K -1,133 -1%
AC
249
AIFG Consultants
New York
$7.41M +$6.46M +92,842 +1,099%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$7.38M +$4.39M +63,042 +167%

SPYG Hedge Fund Activity: Q1 2024 in Review

948 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2024, worth a combined $19.3B — up 12% from $17.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SPYG positions and 49 closed out — a net gain of 47 holders — while 384 added to existing stakes and 353 trimmed.

The largest buyer was Cetera Investment Advisers, adding an estimated $113M. The largest seller was Morgan Stanley, cutting an estimated $421M.

  • 948 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2024, up from 916 in Q4 2023.
  • Funds reported $19.3B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2024, up 12% quarter-over-quarter.
  • 96 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2024 and 49 closed out, a net change of +47 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2024 was Cetera Investment Advisers, an estimated $113M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $421M sold.

Based on aggregated 13F filings for Q1 2024.