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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
MWM
401
Modera Wealth Management
New Jersey
$3.54M -$53.6K -614 -1%
LIA
402
Luken Investment Analytics
Tennessee
$3.54M -$47.3K -542 -1%
IA
403
IFP Advisors
Florida
$3.47M -$414K -4,743 -10%
RFN
404
RDA Financial Network
Iowa
$3.45M -$38.1K -436 -1%
FIA
405
Foundations Investment Advisors
Arizona
$3.43M +$1.04M +11,927 +39%
Natixis Advisors
406
Natixis Advisors
Massachusetts
$3.42M +$2.81M +32,202 +313%
CGFA
407
Colton Groome Financial Advisors
North Carolina
$3.39M -$1.04M -11,865 -22%
CWA
408
Crux Wealth Advisors
California
$3.35M +$3.64M +41,704 New
BWA
409
Boulder Wealth Advisors
Colorado
$3.34M +$107K +1,221 +3%
AWA
410
AGH Wealth Advisors
Kansas
$3.34M +$128K +1,465 +4%
SB
411
Strategic Blueprint
Georgia
$3.33M -$30.2K -346 -0.8%
MCC
412
Money Concepts Capital
Florida
$3.31M +$396K +4,541 +12%
OWA
413
Opal Wealth Advisors
New York
$3.27M +$247K +2,835 +7%
PWG
414
Private Wealth Group
Florida
$3.25M -$260K -2,982 -7%
AWM
415
Atticus Wealth Management
Florida
$3.24M -$146K -1,673 -4%
TW
416
Towerpoint Wealth
California
$3.22M -$58.6K -671 -2%
FIC
417
FCG Investment Company
Tennessee
$3.17M +$328K +3,756 +11%
GEA
418
Glen Eagle Advisors
New Jersey
$3.14M +$627K +7,178 +23%
SWA
419
Sightline Wealth Advisors
Connecticut
$3.09M -$712K -8,158 -18%
William Blair & Company
420
William Blair & Company
Illinois
$3.08M +$329K +3,764 +11%
WAOI
421
Wealth Advisors of Iowa
Iowa
$3.07M -$1.33M -15,281 -29%
RIS
422
Retirement Income Solutions
Michigan
$3.07M -$738K -8,453 -18%
PW
423
Potentia Wealth
California
$3.05M -$14.7K -168 -0.4%
AT
424
Arlington Trust
Alabama
$3.01M
Tudor Investment Corp
425
Tudor Investment Corp
Connecticut
$3.01M +$3.27M +37,432 New

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.