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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
Simplex Trading
451
Simplex Trading
Illinois
$1.92M +$1.83M +26,299 New
NG
452
Norden Group
Utah
$1.92M +$1.83M +26,247 New
SWM
453
SigFig Wealth Management
California
$1.91M +$628K +9,022 +53%
Susquehanna International Group
454
Susquehanna International Group
Pennsylvania
$1.91M -$7.16M -102,833 -80%
OIA
455
OneDigital Investment Advisors
Kansas
$1.9M +$17.5K +251 +1%
IA
456
IFG Advisory
Georgia
$1.9M +$184K +2,645 +11%
VFPW
457
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.88M +$49.7K +714 +3%
RMAM
458
Raab & Moskowitz Asset Management
New Jersey
$1.86M -$28K -402 -2%
PRWA
459
Platte River Wealth Advisors
Colorado
$1.86M +$163K +2,335 +10%
IWS
460
Integrity Wealth Solutions
Colorado
$1.85M +$4.32K +62 +0.2%
MP
461
McDonald Partners
Ohio
$1.84M -$90.4K -1,299 -5%
MOS
462
MGO One Seven
Ohio
$1.83M +$586K +8,417 +51%
RIA
463
Regal Investment Advisors
Michigan
$1.82M -$140K -2,015 -8%
BBA
464
Braun-Bostich & Associates
Pennsylvania
$1.81M +$1.72M +24,742 New
LMKC
465
L.M. Kohn & Company
Ohio
$1.8M -$33.2K -477 -2%
GIA
466
Gladstone Institutional Advisory
Florida
$1.78M +$1.06M +15,249 +168%
UAG
467
United Advisor Group
Ohio
$1.74M +$1.66M +23,839 New
Kovitz Investment Group Partners
468
Kovitz Investment Group Partners
Illinois
$1.72M +$969K +13,918 +144%
PPP
469
Private Portfolio Partners
New Jersey
$1.72M +$85.5K +1,228 +6%
WAM
470
WNY Asset Management
New York
$1.7M +$71.4K +1,026 +5%
PWM
471
Power Wealth Management
Georgia
$1.7M +$228K +3,282 +16%
RW
472
Rede Wealth
Virginia
$1.68M -$7.45K -107 -0.5%
CBC
473
Coombe, Bender & Co
New York
$1.68M -$168K -2,411 -9%
GWP
474
Gateway Wealth Partners
Wisconsin
$1.68M +$283K +4,061 +21%
MWM
475
Mission Wealth Management
California
$1.68M +$4.18K +60 +0.3%

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.