We are live on ! Find out more
SPYG icon

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
1IA
301
1834 Investment Advisors
Wisconsin
$5.49M +$348K +4,998 +7%
Bank Julius Baer & Co
302
Bank Julius Baer & Co
Switzerland
$5.49M -$1.07M -15,393 -17%
ODIJL
303
One Day In July LLC
Vermont
$5.47M -$259K -3,724 -5%
TFGT
304
TS Financial Group (TSFG)
Illinois
$5.45M +$2.93M +42,162 +130%
FWM
305
Foguth Wealth Management
Michigan
$5.44M +$5.17M +74,350 New
DWM
306
Dogwood Wealth Management
Kansas
$5.44M +$325K +4,676 +7%
DWM
307
Denver Wealth Management
Colorado
$5.41M -$152K -2,186 -3%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$5.34M -$223K -3,210 -4%
BAG
309
Bridgewealth Advisory Group
California
$5.33M +$4.39M +63,071 +641%
Two Sigma Investments
310
Two Sigma Investments
New York
$5.3M -$6.72M -96,600 -57%
UWM
311
USAdvisors Wealth Management
Minnesota
$5.24M -$195K -2,796 -4%
TW
312
Transform Wealth
Colorado
$5.23M -$149K -2,140 -3%
AI
313
Auour Investments
Massachusetts
$5.22M -$7.79K -112 -0.2%
AFP
314
Ausdal Financial Partners
Iowa
$5.19M +$825K +11,856 +20%
FC
315
Financial Council
Maryland
$5.14M +$296K +4,247 +6%
BBWP
316
Beacon Bridge Wealth Partners
Pennsylvania
$5.13M +$1.18M +17,022 +32%
HF
317
HRT Financial
New York
$5.12M +$4.87M +70,009 New
SAI
318
Systematic Alpha Investments
New Jersey
$5.12M
PFG
319
PAX Financial Group
Texas
$5.1M -$386K -5,549 -7%
HIF
320
Hill Island Financial
Michigan
$5.08M -$599K -8,603 -11%
LA
321
LexAurum Advisors
Kansas
$5.04M -$106K -1,521 -2%
Comerica Bank
322
Comerica Bank
Texas
$5.01M -$4.32M -62,130 -48%
PFA
323
Pinnacle Family Advisors
Missouri
$5M +$4.04M +58,050 +565%
FFA
324
Farther Finance Advisors
California
$4.99M +$48.9K +703 +1%
CFG
325
Cooper Financial Group
California
$4.97M -$71.2K -1,023 -1%

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.