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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
LTL
426
Lowery Thomas LLC
California
$2.31M -$81.7K -1,174 -4%
BWM
427
BlackDiamond Wealth Management
New York
$2.3M +$2.19M +31,431 New
TWM
428
Triton Wealth Management
Arizona
$2.28M -$13K -187 -0.6%
MA
429
MONECO Advisors
Connecticut
$2.28M +$464K +6,666 +27%
WFP
430
Wrenne Financial Planning
Kentucky
$2.27M -$1.03M -14,841 -32%
EWA
431
EP Wealth Advisors
California
$2.27M -$140K -2,014 -6%
FIM
432
Fernwood Investment Management
Massachusetts
$2.25M +$172K +2,473 +9%
BW
433
BIP Wealth
Georgia
$2.24M +$161K +2,313 +8%
NEWAS
434
N.E.W. Advisory Services
Wisconsin
$2.21M -$2.55M -36,682 -55%
ACM
435
Advance Capital Management
Michigan
$2.18M +$23K +331 +1%
GSIS
436
Global Strategic Investment Solutions
Arizona
$2.17M +$2.85K +41 +0.1%
PFGIA
437
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M +$324K +4,648 +19%
WWA
438
WCG Wealth Advisors
Nevada
$2.09M -$133K -1,912 -6%
IMC Chicago
439
IMC Chicago
Illinois
$2.08M +$791K +11,365 +67%
Bank of Montreal
440
Bank of Montreal
Ontario, Canada
$2.07M +$1.63M +23,405 +486%
VFA
441
Valeo Financial Advisors
Indiana
$2.06M +$24.3K +349 +1%
ST
442
Sabal Trust
Florida
$2.06M +$1.96M +28,130 New
William Blair & Company
443
William Blair & Company
Illinois
$2.05M +$55K +790 +3%
LNC
444
Lincoln National Corp
Pennsylvania
$2.03M +$324K +4,653 +20%
NF
445
Nvest Financial
New Hampshire
$2.02M -$38.5K -553 -2%
TRCT
446
Tower Research Capital (TRC)
New York
$1.98M +$1.87M +26,817 +12,650%
CIAS
447
Capital Investment Advisory Services
North Carolina
$1.97M -$110K -1,584 -6%
GWM
448
Gibbs Wealth Management
Georgia
$1.95M +$1.86M +26,717 New
SF
449
Safeguard Financial
Wisconsin
$1.95M -$51.4K -739 -3%
OBWG
450
Onyx Bridge Wealth Group
New York
$1.94M +$59.7K +858 +3%

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.