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
CPIG
551
Chicago Partners Investment Group
Illinois
$973K +$19.1K +275 +2%
CWS
552
Confluence Wealth Services
Pennsylvania
$969K +$226K +3,251 +33%
LA
553
Lifeworks Advisors
Michigan
$964K -$282K -4,057 -24%
SA
554
Sunesis Advisors
Kansas
$956K
TPWM
555
Twelve Points Wealth Management
Massachusetts
$953K -$7.52K -108 -0.8%
FHA
556
First Horizon Advisors
Tennessee
$947K -$2.16K -31 -0.2%
BAM
557
Belpointe Asset Management
Nevada
$936K +$534K +7,674 +150%
FWM
558
Fingerlakes Wealth Management
New York
$934K -$10.2K -147 -1%
ITB
559
Idaho Trust Bank
Idaho
$934K +$889K +12,773 New
MG
560
Mather Group
Illinois
$928K -$143K -2,053 -13%
NL
561
NWAM LLC
Washington
$926K -$35.1K -504 -4%
WWS
562
Wellington Wealth Strategies
Indiana
$920K -$105K -1,507 -46%
SIA
563
Schechter Investment Advisors
Michigan
$911K +$867K +12,455 New
WPW
564
Waldron Private Wealth
Pennsylvania
$910K
SSB
565
Sandy Spring Bank
Maryland
$905K +$1.39K +20 +0.2%
CT
566
Caldwell Trust
Florida
$900K -$187K -2,686 -18%
FW
567
FirstPurpose Wealth
Utah
$897K +$8.21K +118 +1%
AIC
568
Ayalon Insurance Company
Israel
$887K
GFP
569
Gryphon Financial Partners
Ohio
$886K -$109K -1,570 -11%
SFG
570
Sovereign Financial Group
Connecticut
$877K -$14.7K -211 -2%
PS
571
Principal Securities
Iowa
$875K -$62.7K -901 -7%
CFGS
572
Concourse Financial Group Securities
Alabama
$873K -$601K -8,635 -42%
GWAM
573
Guardian Wealth Advisors (Minnesota)
Minnesota
$873K +$830K +11,932 New
FA
574
FC Advisory
Pennsylvania
$868K -$1.25K -18 -0.2%
SS
575
Sunbelt Securities
Texas
$866K -$209 -3 -0%

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.