We are live on ! Find out more
SPYG icon

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
MMA
526
Miracle Mile Advisors
California
$1.16M +$487 +7 +0%
BSW
527
Buckingham Strategic Wealth
Missouri
$1.16M +$396K +5,683 +56%
DWM
528
Drive Wealth Management
Utah
$1.15M -$519K -7,461 -32%
SI
529
Stephens Inc
Arkansas
$1.15M +$83.2K +1,195 +8%
WEG
530
World Equity Group
Illinois
$1.15M +$201K +2,893 +23%
AWS
531
Arkfeld Wealth Strategies
Nebraska
$1.14M +$28.3K +406 +3%
CA
532
Centerpoint Advisors
Massachusetts
$1.14M +$49.2K +707 +5%
AWAU
533
Alliance Wealth Advisors (Utah)
Utah
$1.14M +$58K +834 +6%
CAM
534
Cresset Asset Management
Illinois
$1.14M +$3.2K +46 +0.3%
LJAC
535
L.J. Altfest & Co
New York
$1.13M -$72.9K -1,047 -6%
FDDB
536
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$309K +4,440 +41%
WP
537
WMS Partners
Maryland
$1.1M -$50.5K -725 -5%
Pathstone Holdings
538
Pathstone Holdings
New Jersey
$1.1M -$232K -3,327 -18%
MGIA
539
Moneta Group Investment Advisors
Missouri
$1.09M -$242K -3,474 -19%
PP
540
Prosperity Planning
Missouri
$1.08M -$5.71K -82 -0.6%
SFC
541
Strategic Financial Concepts
Texas
$1.08M -$385K -5,535 -27%
PFMU
542
Privium Fund Management (UK)
United Kingdom
$1.07M +$1.01M +14,579 New
TWP
543
Tempus Wealth Planning
California
$1.07M +$1.01M +14,579 New
TFS
544
Thoroughbred Financial Services
Tennessee
$1.06M +$41.8K +601 +4%
RWA
545
Redhawk Wealth Advisors
Minnesota
$1.03M +$747K +10,728 +316%
KAS
546
KPP Advisory Services
Kentucky
$1.01M +$964K +13,848 New
JWBC
547
John W. Brooker & Co
California
$1.01M +$20K +288 +2%
JGIA
548
Jackson Grant Investment Advisers
Connecticut
$984K +$1.04K +15 +0.1%
BB
549
Berkshire Bank
Massachusetts
$980K -$180K -2,580 -16%
MWM
550
MY Wealth Management
Maryland
$976K

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.