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
RFN
401
RDA Financial Network
Iowa
$2.63M +$234K +3,358 +10%
SFP
402
Shepherd Financial Partners
Massachusetts
$2.62M +$304K +4,370 +14%
LWM
403
Lionsbridge Wealth Management
Florida
$2.59M +$2.46M +35,408 New
CI
404
Cavalier Investments
Georgia
$2.57M +$2.45M +35,168 New
WAOI
405
Wealth Advisors of Iowa
Iowa
$2.56M -$4.32K -62 -0.2%
YIA
406
YHB Investment Advisors
Connecticut
$2.51M -$119K -1,714 -5%
FIA
407
Foundations Investment Advisors
Arizona
$2.49M +$183K +2,628 +8%
CA
408
Continuum Advisory
Idaho
$2.48M +$253K +3,638 +12%
SW
409
SkyOak Wealth
Michigan
$2.45M -$44.2K -635 -2%
MWC
410
MBM Wealth Consultants
Missouri
$2.44M +$63.3K +909 +3%
VW
411
Vance Wealth
California
$2.43M -$41K -589 -2%
SFS
412
Sowell Financial Services
Arkansas
$2.43M +$50.9K +732 +2%
LIA
413
LBMC Investment Advisors
Tennessee
$2.42M +$1.95K +28 +0.1%
OWA
414
Opal Wealth Advisors
New York
$2.41M +$112K +1,608 +5%
BWA
415
Boulder Wealth Advisors
Colorado
$2.41M +$2.29M +32,885 New
MWM
416
Marietta Wealth Management
Georgia
$2.4M -$26.6K -382 -1%
ACM
417
Advisors Capital Management
New Jersey
$2.36M -$7.28M -104,571 -76%
EMAM
418
Encompass More Asset Management
California
$2.35M -$2.21M -31,797 -50%
Lido Advisors
419
Lido Advisors
California
$2.35M -$129K -1,848 -5%
GEA
420
Glen Eagle Advisors
New Jersey
$2.35M +$50.9K +731 +2%
FNWA
421
Financial Network Wealth Advisors
Utah
$2.34M -$29.9K -430 -1%
FI
422
Financial Insights
Washington
$2.34M +$2.23M +31,997 New
FIC
423
FCG Investment Company
Tennessee
$2.33M +$552K +7,929 +33%
SHJ
424
Sharkey, Howes & Javer
Colorado
$2.32M +$1.54M +22,109 +230%
SIA
425
Soltis Investment Advisors
Utah
$2.32M +$39.2K +563 +2%

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.