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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
SF
251
Symphony Financial
Texas
$9.1M -$18.9M -216,882 -65%
FIM
252
Freedom Investment Management
Connecticut
$8.88M -$262K -3,006 -3%
CIC
253
Carnegie Investment Counsel
Ohio
$8.87M -$6.34M -72,652 -37%
AssetMark Inc
254
AssetMark Inc
California
$8.85M -$5.68M -65,099 -37%
AF
255
Apollon Financial
South Carolina
$8.72M +$254K +2,912 +3%
SA
256
Shilanski & Associates
Alaska
$8.71M +$236K +2,701 +3%
MPM
257
Meritage Portfolio Management
Kansas
$8.7M -$795K -9,107 -8%
USCWA
258
U.S. Capital Wealth Advisors
Texas
$8.68M +$2.54M +29,131 +37%
SWP
259
SIMA Wealth Partners
Virginia
$8.55M +$628K +7,193 +7%
BWM
260
BCS Wealth Management
Tennessee
$8.53M -$120K -1,370 -1%
SFA
261
Sequoia Financial Advisors
Ohio
$8.42M +$411K +4,713 +5%
EWA
262
EverSource Wealth Advisors
Alabama
$8.25M -$1.09M -12,529 -11%
BCG
263
Breakwater Capital Group
New Jersey
$8.23M +$1.23M +14,140 +16%
CWM
264
Collaborative Wealth Management
Florida
$8.13M -$64.9K -743 -0.7%
Baird Financial Group
265
Baird Financial Group
Wisconsin
$8.12M -$135K -1,551 -2%
WAP
266
Wealthcare Advisory Partners
Pennsylvania
$8.06M -$56.2K -644 -0.6%
SFGP
267
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$8.01M +$321K +3,677 +4%
OPWM
268
Oxinas Partners Wealth Management
Indiana
$8M -$65K -745 -0.7%
FMP
269
Financial Management Professionals
Texas
$7.99M +$425K +4,866 +5%
OPPS
270
Obsidian Personal Planning Solutions
Maryland
$7.98M +$161K +1,839 +2%
NFC
271
Northeast Financial Consultants
Connecticut
$7.83M -$478K -5,479 -5%
AAS
272
Asset Allocation Strategies
Michigan
$7.81M -$1.42M -16,222 -14%
SIM
273
Synergy Investment Management
Florida
$7.76M +$1.66M +19,069 +25%
ACA
274
Affinity Capital Advisors
California
$7.68M +$1.71M +19,559 +25%
LF
275
LifePlan Financial
Minnesota
$7.64M -$90.6K -1,038 -1%

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.