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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
TW
301
TritonPoint Wealth
Maryland
$6.41M +$165K +1,892 +2%
FC
302
Financial Council
Maryland
$6.4M +$37.9K +434 +0.5%
MWM
303
Marion Wealth Management
Pennsylvania
$6.38M -$802K -9,182 -10%
Mercer Global Advisors
304
Mercer Global Advisors
Colorado
$6.32M +$133K +1,518 +2%
ITB
305
Idaho Trust Bank
Idaho
$6.29M +$6.83M +78,255 New
PBF
306
Petix & Botte Financial
California
$6.27M +$1.84M +21,060 +37%
OAM
307
Occidental Asset Management
California
$6.26M +$46.5K +533 +0.7%
RW
308
Regimen Wealth
Georgia
$6.26M +$71.1K +815 +1%
IFG
309
Independent Financial Group
California
$6.23M +$1.07M +12,314 +19%
AWM
310
Avior Wealth Management
Nebraska
$6.19M -$239K -2,734 -3%
ACM
311
Advisors Capital Management
New Jersey
$6.18M +$2.71M +31,031 +68%
AI
312
Auour Investments
Massachusetts
$6.17M +$135K +1,542 +2%
GL
313
Graypoint LLC
New York
$6.15M +$183K +2,092 +3%
IWP
314
IAG Wealth Partners
Wisconsin
$6.09M +$65.6K +751 +1%
MWPCG
315
Measured Wealth Private Client Group
New Hampshire
$6.09M -$548K -6,272 -8%
CCAL
316
City Center Advisors LLC
Michigan
$5.98M -$508K -5,821 -7%
FTS
317
Fifth Third Securities
Ohio
$5.94M +$4.33M +49,635 +204%
MA
318
Mutual Advisors
Nebraska
$5.93M +$4.88M +55,876 +332%
MA
319
MONECO Advisors
Connecticut
$5.92M +$419K +4,805 +7%
VVP
320
Venture Visionary Partners
Ohio
$5.9M +$2.28M +26,142 +55%
FZCM
321
Flynn Zito Capital Management
New York
$5.84M -$5.42M -62,097 -46%
ASN
322
Advisory Services Network
Georgia
$5.83M +$438K +5,019 +7%
BA
323
Bristlecone Advisors
Washington
$5.82M +$613K +7,019 +11%
CAPTRUST Financial Advisors
324
CAPTRUST Financial Advisors
North Carolina
$5.8M -$19.2K -220 -0.3%
FFA
325
Florida Financial Advisors
Florida
$5.79M +$2.4M +27,500 +61%

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.