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State Street SPDR Portfolio S&P 500 Growth ETF

1,314 hedge funds and large institutions have $31.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 552 increasing their positions, 479 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $13.3M

15% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 479

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.05% less ownership

Funds ownership: 77.7%76.65% (-1%)

1% less funds holding in top 10

Funds holding in top 10: 215212 (-3)

2% less funds holding

Funds holding: 1,3411,314 (-27)

10% less capital invested

Capital invested by funds: $35.2B → $31.7B (-$3.54B)

Holders
1,314
Holders Change
-27
Holders Change %
-2.01%
% of All Funds
16.17%
Holding in Top 10
212
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-1.4%
% of All Funds
2.61%
New
95
Increased
552
Reduced
479
Closed
97
Calls
$29.8M
Puts
$13.3M
Net Calls
+$16.5M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$252M -$9M -86,412 -3%
HWM
27
HB Wealth Management
Georgia
$251M -$210M -2,014,808 -42%
HighTower Advisors
28
HighTower Advisors
Illinois
$238M +$5.08M +48,739 +2%
Osaic Holdings
29
Osaic Holdings
Arizona
$227M -$10.6M -102,045 -4%
NP
30
NorthRock Partners
Minnesota
$215M +$10.3M +99,203 +5%
PAG
31
Private Advisor Group
New Jersey
$214M +$1.44M +13,831 +0.6%
CWM
32
Connecticut Wealth Management
Connecticut
$207M +$17.7M +170,020 +9%
EH
33
Equitable Holdings
New York
$198M -$25.3M -242,743 -5%
SCM
34
SCS Capital Management
Massachusetts
$190M +$9.86M +94,722 +5%
DWM
35
Diversify Wealth Management
Utah
$186M +$50M +479,780 +40%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$181M +$1.17M +11,271 +0.6%
IAA
37
Independent Advisor Alliance
North Carolina
$180M +$189M +1,814,783 +6,743%
TCIIS
38
TIAA-CREF Individual & Institutional Services
New York
$177M +$188M +1,803,957 New
Stifel Financial
39
Stifel Financial
Missouri
$175M +$6.01M +57,698 +3%
GKWIM
40
Gerber Kawasaki Wealth & Investment Management
California
$169M +$165M +1,585,033 +1,161%
KWM
41
Kingsview Wealth Management
Oregon
$157M +$10.5M +100,494 +7%
Commonwealth Equity Services
42
Commonwealth Equity Services
Massachusetts
$148M -$11.8M -113,283 -7%
FWM
43
Focused Wealth Management
New York
$147M +$4.34M +41,640 +3%
SC
44
Savant Capital
Illinois
$146M -$2.79M -26,820 -2%
ONB
45
Old National Bancorp
Indiana
$142M +$20.7M +199,089 +16%
CA
46
CoreCap Advisors
Michigan
$141M -$2.86M -27,500 -2%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$136M +$13.1M +125,746 +10%
OWA
48
Octavia Wealth Advisors
Ohio
$136M +$29.6M +284,434 +26%
BEI
49
Benjamin Edwards Inc
Missouri
$135M +$3.47M +33,329 +2%
Mariner
50
Mariner
Kansas
$134M -$14.3M -136,903 -9%

SPYG Hedge Fund Activity: Q1 2026 in Review

1,314 of the 8,127 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2026, worth a combined $31.7B — down 10% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of SPYG and 95 opened new positions — a net loss of 2 holders — while 479 trimmed existing stakes and 552 added.

The largest buyer was Independent Advisor Alliance, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 1,314 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2026, down from 1,341 in Q4 2025.
  • Funds reported $31.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 95 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2026 and 97 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $189M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2026 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2026.