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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
FDW
526
Fourth Dimension Wealth
Ohio
$1.59M +$347K +3,973 +25%
PNC Financial Services Group
527
PNC Financial Services Group
Pennsylvania
$1.55M -$1M -11,479 -37%
OBWG
528
Onyx Bridge Wealth Group
New York
$1.54M -$404K -4,623 -19%
LMKC
529
L.M. Kohn & Company
Ohio
$1.53M +$75.4K +864 +5%
JF
530
Jericho Financial
Ohio
$1.53M -$29.1K -333 -2%
HAS
531
HBW Advisory Services
California
$1.53M +$16.3K +187 +1%
RWM
532
Rialto Wealth Management
New York
$1.52M -$4.71K -54 -0.3%
TCWA
533
Turtle Creek Wealth Advisors
Texas
$1.52M
RMC
534
Ring Mountain Capital
California
$1.52M -$29.9K -343 -2%
SW
535
Simplicity Wealth
New Jersey
$1.51M -$288K -3,296 -15%
BAG
536
Bridgewealth Advisory Group
California
$1.51M -$7.48M -85,726 -82%
TWM
537
Tradition Wealth Management
Minnesota
$1.51M +$64.4K +738 +4%
IAA
538
Independent Advisor Alliance
North Carolina
$1.51M -$138M -1,579,331 -99%
P
539
&Partners
Tennessee
$1.51M +$1.3M +14,902 +381%
KAS
540
KPP Advisory Services
Kentucky
$1.5M -$748K -8,567 -31%
SIA
541
Summit Investment Advisors
Maryland
$1.48M -$3.75K -43 -0.2%
MA
542
MKT Advisors
California
$1.47M +$351K +4,020 +25%
FFA
543
Fragasso Financial Advisors
Pennsylvania
$1.46M -$223K -2,556 -12%
TBWA
544
Three Bridge Wealth Advisors
California
$1.46M
OAS
545
Optivise Advisory Services
Tennessee
$1.46M -$210K -2,405 -12%
Invesco
546
Invesco
Georgia
$1.46M -$89.7K -1,027 -5%
LA
547
Lifeworks Advisors
Michigan
$1.46M -$470K -5,379 -23%
OFS
548
OneAscent Financial Services
Alabama
$1.45M +$198K +2,268 +14%
ML
549
McAdam LLC
Pennsylvania
$1.45M -$331K -3,790 -17%
AFWM
550
AMJ Financial Wealth Management
Virginia
$1.44M -$3.67K -42 -0.2%

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.