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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
AWA
326
Arete Wealth Advisors
Illinois
$4.96M +$1.43M +20,584 +44%
AWM
327
Atticus Wealth Management
Florida
$4.92M -$6.46M -92,771 -58%
SWM
328
Spire Wealth Management
Virginia
$4.9M -$400K -5,750 -8%
SWMG
329
Sanchez Wealth Management Group
Florida
$4.77M +$489K +7,025 +12%
GS
330
GTS Securities
New York
$4.77M +$4.53M +65,121 New
BBP
331
Banco BTG Pactual
Brazil
$4.75M -$105K -1,513 -2%
FF
332
Financial Futures
New Jersey
$4.74M -$1M -14,428 -18%
MSAM
333
Moloney Securities Asset Management
Missouri
$4.74M -$181K -2,606 -4%
OAM
334
Oppenheimer Asset Management
New York
$4.72M +$2.85K +41 +0.1%
SF
335
Synovus Financial
Georgia
$4.58M -$66.5K -955 -2%
IA
336
IFP Advisors
Florida
$4.57M -$549K -7,890 -11%
SP
337
Stonebrook Private
Michigan
$4.54M +$238K +3,419 +6%
RFA
338
Rollins Financial Advisors
New York
$4.53M -$271K -3,890 -6%
CAGAS
339
Capital Advisory Group Advisory Services
Minnesota
$4.47M +$55.4K +796 +1%
LFG
340
Larson Financial Group
Missouri
$4.46M -$153K -2,203 -3%
GP
341
Girard Partners
Pennsylvania
$4.4M -$38.2K -549 -0.9%
EWM
342
Echo Wealth Management
Minnesota
$4.36M -$2.22M -31,892 -35%
TI
343
Tidal Investments
Wisconsin
$4.34M +$244K +3,508 +6%
BPA
344
Beacon Pointe Advisors
California
$4.32M -$2.57M -36,934 -38%
LA
345
Lane & Associates
New Jersey
$4.31M -$2.16K -31 -0.1%
IF
346
Intrua Financial
Texas
$4.3M -$287K -4,130 -7%
CFG
347
Citizens Financial Group
Rhode Island
$4.29M +$3.55K +51 +0.1%
RIS
348
Retirement Income Solutions
Michigan
$4.28M -$20.2K -290 -0.5%
DWS
349
Dynamic Wealth Strategies
California
$4.24M -$81.5K -1,171 -2%
DWM
350
Darwin Wealth Management
Florida
$4.22M -$329K -4,726 -8%

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.