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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
451
Marietta Wealth Management
Georgia
$2.6M -$25.1K -288 -0.9%
CW
452
CreativeOne Wealth
Kansas
$2.6M +$149K +1,704 +6%
TI
453
Tidal Investments
Wisconsin
$2.58M -$155K -1,774 -5%
SIAS
454
Summit Investment Advisory Services
Minnesota
$2.58M -$137K -1,565 -5%
JWCA
455
J.W. Cole Advisors
Florida
$2.57M -$1.61M -18,489 -37%
PIFP
456
Partners in Financial Planning
Virginia
$2.55M -$70.2K -804 -2%
NCFG
457
New Century Financial Group
New Jersey
$2.55M -$2.44M -27,988 -47%
VFA
458
Valeo Financial Advisors
Indiana
$2.55M -$6.72K -77 -0.2%
BTWM
459
Baker Tilly Wealth Management
Wisconsin
$2.46M +$234K +2,677 +10%
SW
460
SkyOak Wealth
Michigan
$2.46M -$245K -2,811 -8%
CFS
461
Compass Financial Services
Iowa
$2.46M +$300K +3,438 +13%
SEA
462
Stegent Equity Advisors
Texas
$2.44M -$282K -3,226 -10%
SFG
463
Shum Financial Group
California
$2.44M +$7.94K +91 +0.3%
BAM
464
BLKBRD Asset Management
Connecticut
$2.42M +$2.63M +30,110 New
LTL
465
Lowery Thomas LLC
California
$2.41M -$26K -298 -1%
CG
466
Caprock Group
Idaho
$2.39M -$1.92K -22 -0.1%
Citigroup
467
Citigroup
New York
$2.38M +$1.47M +16,863 +132%
CAMG
468
CWA Asset Management Group
Florida
$2.34M +$1.71M +19,629 +206%
VW
469
Vance Wealth
California
$2.33M -$71K -813 -3%
VCM
470
Virtue Capital Management
Tennessee
$2.33M +$1.94M +22,213 +327%
CCC
471
Compass Capital Corp
Massachusetts
$2.32M -$496K -5,685 -15%
MAMG
472
Milestone Asset Management Group
Connecticut
$2.31M +$287K +3,286 +13%
CAS
473
Coppell Advisory Solutions
Texas
$2.31M -$306K -3,505 -11%
GSIS
474
Global Strategic Investment Solutions
Arizona
$2.3M +$3.14K +36 +0.1%
BFF
475
Byrne Financial Freedom
Massachusetts
$2.3M +$1.14K +13 +0%

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.