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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
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$7.37M +$438K +6,288 +7%
RWA
252
Rooted Wealth Advisors
Illinois
$7.36M +$132K +1,901 +2%
AAS
253
Asset Allocation Strategies
Michigan
$7.36M +$460K +6,614 +7%
FMP
254
Financial Management Professionals
Texas
$7.15M -$18.5K -266 -0.3%
IGWM
255
ICA Group Wealth Management
Colorado
$7.08M +$195K +2,800 +3%
EWA
256
EverSource Wealth Advisors
Alabama
$7.02M +$249K +3,579 +4%
OAM
257
Occidental Asset Management
California
$7.01M -$86.1K -1,237 -1%
IPW
258
Intergy Private Wealth
Colorado
$6.93M -$18K -258 -0.3%
SF
259
Summit Financial
New Jersey
$6.93M +$1.03M +14,803 +19%
MWA
260
Motive Wealth Advisors
Michigan
$6.89M +$2.31M +33,221 +55%
RZH
261
Relyea Zuckerberg Hanson
Connecticut
$6.81M -$28.3K -407 -0.4%
PTC
262
Private Trust Company
Ohio
$6.77M +$645K +9,260 +11%
AAS
263
Avantax Advisory Services
Texas
$6.71M +$156K +2,248 +3%
IWP
264
IAG Wealth Partners
Wisconsin
$6.69M -$330K -4,741 -5%
GA
265
GoalVest Advisory
New York
$6.63M -$524K -7,523 -8%
NFC
266
Northeast Financial Consultants
Connecticut
$6.62M +$543K +7,797 +9%
HI
267
Harbour Investments
Wisconsin
$6.61M +$93.8K +1,347 +2%
PCMC
268
Planning Capital Management Corporation
Pennsylvania
$6.6M +$922K +13,246 +17%
PPWM
269
PFG Private Wealth Management
Florida
$6.55M -$2.6M -37,380 -29%
CAM
270
Cobblestone Asset Management
Virginia
$6.54M +$3.9M +56,068 +168%
Marshall Wace
271
Marshall Wace
United Kingdom
$6.45M +$6.14M +88,200 New
CFGF
272
Compass Financial Group (Florida)
Florida
$6.42M -$25.9K -372 -0.4%
RW
273
Regimen Wealth
Georgia
$6.41M -$479K -6,880 -7%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$6.36M -$311K -4,463 -5%
GL
275
Graypoint LLC
New York
$6.25M -$35.2K -506 -0.6%

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.