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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
QCG
376
Quadrant Capital Group
Ohio
$3.26M
SPIA
377
Steward Partners Investment Advisory
New York
$3.24M -$2.17M -31,214 -41%
TW
378
Towerpoint Wealth
California
$3.16M -$34.9K -501 -1%
AT
379
American Trust
Kentucky
$3.15M -$79.6K -1,144 -3%
Northern Trust
380
Northern Trust
Illinois
$3.15M -$33.1K -475 -1%
US Bancorp
381
US Bancorp
Minnesota
$3.14M +$982K +14,107 +49%
JWCA
382
J.W. Cole Advisors
Florida
$3.13M +$147K +2,116 +5%
GAG
383
GM Advisory Group
New York
$3.1M +$127K +1,831 +5%
VVP
384
Venture Visionary Partners
Ohio
$3.08M +$282K +4,056 +11%
WIM
385
WealthPlan Investment Management
Nebraska
$3.08M +$770K +11,063 +36%
GWA
386
Gratus Wealth Advisors
Virginia
$3.02M -$144K -2,071 -5%
ISB
387
Iowa State Bank
Iowa
$2.98M +$48.6K +698 +2%
Focus Partners Wealth
388
Focus Partners Wealth
Massachusetts
$2.93M +$1.12M +16,056 +67%
MCC
389
Money Concepts Capital
Florida
$2.92M +$1.72M +24,650 +162%
SL
390
Salomon & Ludwin
Virginia
$2.88M +$390K +5,600 +17%
CASC
391
Coppell Advisory Solutions Corp
Texas
$2.86M +$2.72M +39,073 New
FFA
392
Fragasso Financial Advisors
Pennsylvania
$2.84M -$49.8K -715 -2%
ETIA
393
Epic Trust Investment Advisors
Washington
$2.83M -$113K -1,628 -4%
SW
394
Simplicity Wealth
New Jersey
$2.83M +$1.72M +24,759 +178%
BCI
395
Brinker Capital Investments
Pennsylvania
$2.8M -$1.09M -15,719 -29%
OPS
396
Orion Portfolio Solutions
Nebraska
$2.8M -$1.09M -15,719 -29%
BHBT
397
Burke & Herbert Bank & Trust
Virginia
$2.74M +$65.3K +938 +3%
AIM
398
Aspen Investment Management
Michigan
$2.7M -$887K -12,739 -26%
WP
399
WealthShield Partners
North Carolina
$2.68M -$101K -1,447 -4%
PIFP
400
Partners in Financial Planning
Virginia
$2.66M -$14.1K -202 -0.6%

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.