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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
Fidelity Investments
26
Fidelity Investments
Massachusetts
$152M -$829K -11,905 -0.6%
TC
27
TownSquare Capital
Utah
$137M +$4.07M +58,428 +3%
NP
28
NorthRock Partners
Minnesota
$136M +$2.67M +38,377 +2%
Wells Fargo
29
Wells Fargo
California
$134M -$1.05M -15,095 -0.8%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$130M -$21.6M -310,818 -15%
FNT
31
First National Trust
Pennsylvania
$130M +$17.5M +250,912 +17%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$127M +$4.58M +65,808 +4%
NAS
33
Nicolet Advisory Services
Wisconsin
$121M -$7.62M -109,462 -6%
Corient Private Wealth
34
Corient Private Wealth
Florida
$117M -$9.67M -138,958 -8%
FCAS
35
First Command Advisory Services
Texas
$108M +$3.86M +55,403 +4%
CAN
36
Cetera Advisor Networks
California
$105M +$6.44M +92,563 +7%
FWM
37
Focused Wealth Management
New York
$102M +$3.33M +47,840 +4%
HighTower Advisors
38
HighTower Advisors
Illinois
$101M +$5.63M +80,824 +6%
CWM
39
Connecticut Wealth Management
Connecticut
$100M +$2.43M +34,871 +3%
KW
40
KWB Wealth
California
$99.1M +$9.59M +137,755 +11%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$95.4M +$194K +2,792 +0.2%
BSG
42
Black Swift Group
Colorado
$92.2M +$9.23M +132,674 +11%
AWM
43
AE Wealth Management
Kansas
$92.1M -$35.7M -512,602 -29%
ACM
44
AlphaStar Capital Management
North Carolina
$86.6M -$5.32M -76,428 -6%
GI
45
GLOBALT Investments
Georgia
$86.3M -$3.6M -51,672 -4%
SC
46
Savant Capital
Illinois
$84.5M -$787K -11,314 -1%
SPWG
47
Syntegra Private Wealth Group
Missouri
$81.1M +$383K +5,502 +0.5%
Goldman Sachs
48
Goldman Sachs
New York
$80.2M -$13M -186,439 -15%
CA
49
CoreCap Advisors
Michigan
$78.2M +$18.9M +271,880 +34%
ONB
50
Old National Bancorp
Indiana
$75.9M +$40.6K +583 +0.1%

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.