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State Street SPDR Portfolio S&P 500 Growth ETF

1,101 hedge funds and large institutions have $23.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 452 increasing their positions, 418 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $10.3M

8% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 418

3% less funds holding

Funds holding: 1,1361,101 (-35)

3.75% less ownership

Funds ownership: 79.79%76.04% (-3.8%)

11% less funds holding in top 10

Funds holding in top 10: 210187 (-23)

17% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 90

25% less capital invested

Capital invested by funds: $31.1B → $23.2B (-$7.86B)

Holders
1,101
Holders Change
-35
Holders Change %
-3.08%
% of All Funds
14.76%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.51%
New
75
Increased
452
Reduced
418
Closed
90
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SMF
226
Sterling Manor Financial
New York
$10.7M -$4.06M -46,515 -26%
RWA
227
Rooted Wealth Advisors
Illinois
$10.4M +$231K +2,645 +2%
SWMG
228
Sanchez Wealth Management Group
Florida
$10.3M +$165K +1,895 +2%
CWA
229
Centennial Wealth Advisory
Michigan
$10.2M -$10.7M -122,855 -49%
PA
230
Probity Advisors
Texas
$10.1M -$147K -1,679 -1%
CAM
231
Cobblestone Asset Management
Virginia
$10.1M +$1.45M +16,636 +15%
CAMV
232
Concord Asset Management (Virginia)
Virginia
$10M +$275K +3,151 +3%
AAS
233
Avantax Advisory Services
Texas
$9.91M +$155K +1,770 +1%
SAM
234
Sequent Asset Management
Texas
$9.9M +$365K +4,182 +4%
TFA
235
Tranquilli Financial Advisor
New Jersey
$9.8M -$511K -5,850 -5%
MSRI
236
Michael S. Ryan Inc
New York
$9.8M +$1.9M +21,709 +22%
AC
237
Avestar Capital
New York
$9.73M -$2.55M -29,155 -19%
MPW
238
Melone Private Wealth
Michigan
$9.68M +$250K +2,861 +2%
QC
239
Quent Capital
New York
$9.63M -$74.8K -857 -0.7%
Rockefeller Capital Management
240
Rockefeller Capital Management
New York
$9.56M +$1.32M +15,106 +15%
NECFA
241
New England Capital Financial Advisors
Connecticut
$9.56M -$1.03M -11,789 -9%
PWM
242
Power Wealth Management
Georgia
$9.49M +$1.01M +11,540 +11%
BW
243
BIP Wealth
Georgia
$9.46M +$6.51M +74,533 +173%
IWN
244
Independent Wealth Network
Iowa
$9.45M +$2.53K +29 +0%
1IA
245
1834 Investment Advisors
Wisconsin
$9.35M +$2.1M +24,072 +26%
EF
246
Elite Financial
Idaho
$9.31M -$6.37K -73 -0.1%
TC
247
TAGStone Capital
North Carolina
$9.22M +$177K +2,024 +2%
GG
248
GenWealth Group
New Jersey
$9.21M -$30.3K -347 -0.3%
AA
249
ArborFi Advisors
Michigan
$9.2M -$1.29M -14,789 -11%
PC
250
Promus Capital
Illinois
$9.15M +$62.2K +712 +0.6%

SPYG Hedge Fund Activity: Q1 2025 in Review

1,101 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2025, worth a combined $23.2B — down 25% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of SPYG and 75 opened new positions — a net loss of 15 holders — while 418 trimmed existing stakes and 452 added.

The largest buyer was LPL Financial, adding an estimated $179M. The largest seller was Envestnet Asset Management, cutting an estimated $967M.

  • 1,101 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2025, down from 1,136 in Q4 2024.
  • Funds reported $23.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2025 and 90 closed out, a net change of -15 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $179M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $967M sold.

Based on aggregated 13F filings for Q1 2025.