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State Street SPDR Portfolio S&P 500 Growth ETF

1,315 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, 480 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: 480

1% less funds holding in top 10

Funds holding in top 10: 215213 (-2)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.02% less ownership

Funds ownership: 77.7%76.68% (-1%)

2% less funds holding

Funds holding: 1,3411,315 (-26)

10% less capital invested

Capital invested by funds: $35.2B → $31.7B (-$3.53B)

Holders
1,315
Holders Change
-26
Holders Change %
-1.94%
% of All Funds
16.18%
Holding in Top 10
213
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.93%
% of All Funds
2.62%
New
95
Increased
552
Reduced
480
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
DT
526
Diversified Trust
Tennessee
$2.55M +$9.37K +90 +0.3%
CB
527
Commerce Bank
Missouri
$2.54M +$1.08M +10,330 +66%
SW
528
Simplicity Wealth
New Jersey
$2.53M +$45.7K +439 +2%
FIM
529
Freedom Investment Management
Connecticut
$2.52M +$16.5K +158 +0.6%
MCA
530
Magnolia Capital Advisors
Mississippi
$2.49M +$536K +5,151 +25%
WA
531
Waystone Advisors
Washington
$2.49M +$156K +1,496 +6%
MPIA
532
Milestones Private Investment Advisors
New York
$2.49M +$190K +1,828 +8%
MCM
533
MAI Capital Management
Ohio
$2.47M +$289K +2,779 +12%
BAM
534
Belpointe Asset Management
Nevada
$2.46M +$933K +8,955 +55%
BIG
535
Brookwood Investment Group
Arizona
$2.41M +$25.1K +241 +1%
TWM
536
Tradition Wealth Management
Minnesota
$2.33M -$104 -1 -0%
CFP
537
Curran Financial Partners
South Carolina
$2.33M +$4.37K +42 +0.2%
ISB
538
Iowa State Bank
Iowa
$2.33M -$187K -1,798 -7%
AFM
539
Aspetuck Financial Management
Connecticut
$2.31M -$782K -7,509 -24%
NS
540
NBC Securities
Alabama
$2.29M -$161K -1,543 -6%
NWM
541
Navigate Wealth Management
Alabama
$2.27M +$2.15M +20,687 New
Bank of Montreal
542
Bank of Montreal
Ontario, Canada
$2.27M -$343K -3,298 -12%
AWAU
543
Alliance Wealth Advisors (Utah)
Utah
$2.26M -$716K -6,873 -23%
CAMG
544
CWA Asset Management Group
Florida
$2.25M -$184K -1,767 -7%
VW
545
Vance Wealth
California
$2.2M -$80.3K -771 -3%
MA
546
MKT Advisors
California
$2.2M +$186K +1,783 +9%
ETS
547
ESL Trust Services
New York
$2.18M -$754K -7,236 -25%
MSS
548
Mitchell Sinkler & Starr
Pennsylvania
$2.18M -$67.7K -650 -3%
FF
549
Financial Futures
New Jersey
$2.18M -$105K -1,010 -4%
PS
550
Principal Securities
Iowa
$2.16M -$25.5M -245,090 -92%

SPYG Hedge Fund Activity: Q1 2026 in Review

1,315 of the 8,128 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 480 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.

  • 1,315 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.