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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
AWM
501
Aprio Wealth Management
Georgia
$1.36M +$63.6K +914 +5%
Qube Research & Technologies (QRT)
502
Qube Research & Technologies (QRT)
United Kingdom
$1.36M +$701K +10,076 +118%
Betterment LLC
503
Betterment LLC
New York
$1.35M +$75.2K +1,080 +6%
PNC Financial Services Group
504
PNC Financial Services Group
Pennsylvania
$1.35M -$68.1K -979 -5%
TCM
505
Tradewinds Capital Management
Washington
$1.34M -$17.7M -253,887 -93%
PIA
506
Pinion Investment Advisors
Kansas
$1.33M -$136K -1,953 -10%
OMC
507
Old Mission Capital
Illinois
$1.33M +$1.27M +18,212 New
TBWA
508
Three Bridge Wealth Advisors
California
$1.33M
MF
509
Meridian Financial
Massachusetts
$1.33M +$7.1K +102 +0.6%
PA
510
Pinnacle Associates
New York
$1.31M -$410K -5,893 -25%
CW
511
CreativeOne Wealth
Kansas
$1.3M +$558K +8,017 +82%
MA
512
Mutual Advisors
Nebraska
$1.29M -$18.1M -259,884 -94%
TFG
513
Tilson Financial Group
New Jersey
$1.29M -$160K -2,297 -12%
CM
514
Churchill Management
California
$1.28M -$104K -1,498 -8%
PWM
515
Perigon Wealth Management
California
$1.27M +$1.2M +17,298 New
AIP
516
Ameritas Investment Partners
Nebraska
$1.26M -$726K -10,433 -38%
ML
517
McAdam LLC
Pennsylvania
$1.26M +$106K +1,525 +10%
SSW
518
Stone Summit Wealth
Florida
$1.26M +$39.5K +568 +3%
KCIC
519
Kuhn & Co Investment Counsel
Illinois
$1.24M +$3.9K +56 +0.3%
OFS
520
OneAscent Financial Services
Alabama
$1.23M +$51.5K +740 +5%
JWS
521
Juncture Wealth Strategies
Arizona
$1.22M -$145K -2,085 -11%
Belvedere Trading
522
Belvedere Trading
Illinois
$1.2M +$1.14M +16,394 New
BEI
523
Benjamin Edwards Inc
Missouri
$1.17M +$212K +3,042 +23%
Fifth Third Bancorp
524
Fifth Third Bancorp
Ohio
$1.17M -$16.6K -238 -1%
WPC
525
White Pine Capital
Minnesota
$1.16M +$90.1K +1,295 +8%

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.