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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
AMG
351
Asset Management Group
Connecticut
$4.21M +$40K +574 +1%
SWA
352
Stratos Wealth Advisors
Ohio
$4.2M +$501K +7,192 +14%
PA
353
PSI Advisors
Florida
$4.15M -$303K -4,357 -7%
IFG
354
Independent Financial Group
California
$4.14M -$5.15K -74 -0.1%
SAM
355
Smartleaf Asset Management
Massachusetts
$3.99M -$391K -5,614 -9%
CWA
356
Centennial Wealth Advisory
Michigan
$3.89M +$186K +2,666 +5%
MCM
357
MidAtlantic Capital Management
Virginia
$3.88M -$5.57K -80 -0.2%
AO
358
Advisor OS
Illinois
$3.86M -$161K -2,315 -4%
BTWM
359
Baker Tilly Wealth Management
Wisconsin
$3.85M -$15.2M -218,784 -81%
BA
360
Bristlecone Advisors
Washington
$3.82M +$329K +4,727 +10%
WA
361
Wambolt & Associates
Colorado
$3.78M +$292K +4,202 +9%
AWM
362
Avior Wealth Management
Nebraska
$3.69M +$4.73K +68 +0.1%
T
363
Tidemark
California
$3.67M +$2.16M +31,043 +162%
CIBC Private Wealth Group
364
CIBC Private Wealth Group
Georgia
$3.64M +$614K +8,817 +22%
GWSG
365
GPS Wealth Strategies Group
Colorado
$3.5M -$1.25M -17,895 -27%
MWM
366
Modern Wealth Management
Kansas
$3.49M +$1.61M +23,113 +94%
MWM
367
Modera Wealth Management
New Jersey
$3.49M -$257K -3,694 -7%
KCM
368
KM Capital Management
Texas
$3.49M -$2.58M -37,133 -44%
HGERS
369
Householder Group Estate & Retirement Specialist
Arizona
$3.49M +$195K +2,806 +6%
RWPA
370
Richard W. Paul & Associates
Michigan
$3.45M -$792K -11,384 -19%
BC
371
Burney Company
Virginia
$3.45M +$200K +2,874 +6%
LIA
372
Luken Investment Analytics
Tennessee
$3.41M -$117K -1,679 -3%
PWG
373
Private Wealth Group
Florida
$3.38M -$2.58K -37 -0.1%
Koshinski Asset Management
374
Koshinski Asset Management
Illinois
$3.36M +$3.2M +45,929 New
SWA
375
Sightline Wealth Advisors
Connecticut
$3.32M +$479K +6,889 +18%

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.