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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
CAC
576
Certified Advisory Corp
Florida
$865K
RIM
577
Redwood Investment Management
Arizona
$854K -$18.5M -265,204 -96%
RSA
578
River Street Advisors
Illinois
$847K +$20.2K +290 +3%
AQR Capital Management
579
AQR Capital Management
Connecticut
$847K +$806K +11,574 New
S
580
SignatureFD
Georgia
$846K +$112K +1,614 +16%
MA
581
MKT Advisors
California
$842K +$498K +7,149 +160%
SCP
582
Stevens Capital Partners
Nebraska
$836K +$133K +1,917 +20%
ICG
583
InterOcean Capital Group
Tennessee
$820K
OGF
584
Orin Green Financial
California
$815K -$879K -12,634 Closed
KWA
585
Kingswood Wealth Advisors
California
$813K -$139K -2,003 -15%
LF
586
Lantz Financial
Illinois
$810K -$81.2K -1,166 -10%
PA
587
PFG Advisors
Arizona
$802K -$8.14K -117 -1%
TA
588
TFB Advisors
Kansas
$796K +$138K +1,984 +21%
PMFA
589
Plante Moran Financial Advisors
Michigan
$793K -$7.24K -104 -1%
SWM
590
SFG Wealth Management
Maryland
$792K -$47.7K -685 -6%
CP
591
Castleview Partners
Texas
$791K +$5.78K +83 +0.8%
STA
592
Summit Trail Advisors
New York
$786K
DCM
593
DGS Capital Management
New Jersey
$783K +$42.5K +611 +6%
VWA
594
Visionary Wealth Advisors
Illinois
$768K +$134K +1,922 +22%
OSAM
595
O'Shaughnessy Asset Management
Connecticut
$760K +$183K +2,634 +34%
FL
596
FreeGulliver LLC
Louisiana
$753K +$716K +10,290 New
6F
597
626 Financial
Michigan
$726K -$15.9K -229 -2%
LL
598
LWMG LLC
Minnesota
$722K
MFWP
599
Mosaic Family Wealth Partners
Missouri
$717K +$22.7K +326 +3%
SCA
600
Snowden Capital Advisors
New York
$713K -$19.2M -275,456 -97%

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.