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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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$179M -$49.3M -564,270 -20%
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$178M -$20.5M -234,605 -10%
HighTower Advisors
28
HighTower Advisors
Illinois
$177M +$48.3M +553,803 +33%
KIM
29
Kestra Investment Management
Texas
$175M -$18M -206,708 -9%
Osaic Holdings
30
Osaic Holdings
Arizona
$172M -$37.1M -424,564 -17%
Wells Fargo
31
Wells Fargo
California
$171M +$2.77M +31,718 +2%
Fidelity Investments
32
Fidelity Investments
Massachusetts
$165M +$7.91M +90,612 +5%
NP
33
NorthRock Partners
Minnesota
$163M +$3.33M +38,198 +2%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$154M +$4.75M +54,428 +3%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$152M +$15.3M +175,678 +10%
SCM
36
SCS Capital Management
Massachusetts
$144M +$75.9M +869,311 +94%
SC
37
Savant Capital
Illinois
$142M -$23.1M -265,069 -13%
CWM
38
Connecticut Wealth Management
Connecticut
$126M -$230M -2,638,557 -63%
FWM
39
Focused Wealth Management
New York
$118M +$2.9M +33,171 +2%
CA
40
CoreCap Advisors
Michigan
$115M +$6.64M +76,114 +6%
GKWIM
41
Gerber Kawasaki Wealth & Investment Management
California
$115M +$3.6M +41,204 +3%
NAS
42
Nicolet Advisory Services
Wisconsin
$114M -$1.47M -16,832 -1%
TIAA Trust, National Association
43
TIAA Trust, National Association
North Carolina
$107M +$10.8M +123,420 +10%
KWM
44
Kingsview Wealth Management
Oregon
$103M -$302K -3,464 -0.3%
Mariner
45
Mariner
Kansas
$102M +$17.1M +195,332 +18%
SPWG
46
Syntegra Private Wealth Group
Missouri
$102M -$2.4M -27,542 -2%
KW
47
KWB Wealth
California
$101M -$5.89M -67,461 -6%
Prudential Financial
48
Prudential Financial
New Jersey
$96.6M -$11.8M -134,686 -10%
ACM
49
AlphaStar Capital Management
North Carolina
$93.8M -$1.6M -18,338 -2%
ONB
50
Old National Bancorp
Indiana
$89.9M +$6.59M +75,460 +7%

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.