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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
KFI
276
Key Financial Inc
Pennsylvania
$6.25M -$18.6K -267 -0.3%
CCAL
277
City Center Advisors LLC
Michigan
$6.22M +$5.92M +85,056 New
PWH
278
Priebe Wealth Holdings
Minnesota
$6.21M +$16.3K +234 +0.3%
WA
279
Win Advisors
Florida
$6.19M +$5.89M +84,673 New
Jane Street
280
Jane Street
New York
$6.19M +$5.89M +84,580 New
MWM
281
Marion Wealth Management
Pennsylvania
$6.12M +$299K +4,293 +5%
WFPG
282
Waller Financial Planning Group
Ohio
$6.07M +$827K +11,880 +17%
CW
283
Connectus Wealth
Ohio
$6.06M -$210K -3,011 -4%
TCA
284
Transcend Capital Advisors
New Jersey
$6.03M -$162K -2,326 -3%
FCMT
285
Founders Capital Management (Texas)
Texas
$6M +$1.54M +22,098 +37%
UCFA
286
United Capital Financial Advisors
Texas
$5.98M -$1.31M -18,762 -19%
WWM
287
WJ Wealth Management
Arizona
$5.97M +$2.14M +30,779 +61%
WP
288
WealthPLAN Partners
Nebraska
$5.93M +$42.2K +606 +0.8%
BWM
289
BCS Wealth Management
Tennessee
$5.9M -$221K -3,173 -4%
Rockefeller Capital Management
290
Rockefeller Capital Management
New York
$5.86M +$1.39M +19,934 +33%
JFG
291
JDM Financial Group
Texas
$5.78M +$740K +10,635 +16%
SAW
292
Signal Advisors Wealth
Michigan
$5.7M -$274K -3,943 -5%
PWG
293
Portside Wealth Group
Utah
$5.7M +$213K +3,057 +4%
OPPS
294
Obsidian Personal Planning Solutions
Maryland
$5.65M -$1.3M -18,737 -19%
Cerity Partners
295
Cerity Partners
New York
$5.62M -$51.8K -744 -1%
CGFA
296
Colton Groome Financial Advisors
North Carolina
$5.59M -$365K -5,247 -6%
MSRI
297
Michael S. Ryan Inc
New York
$5.57M +$584K +8,397 +12%
BCG
298
Breakwater Capital Group
New Jersey
$5.57M +$8.63K +124 +0.2%
ACA
299
Affinity Capital Advisors
California
$5.56M -$505K -7,251 -9%
TFA
300
Tobias Financial Advisors
Florida
$5.53M -$227K -3,261 -4%

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.