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
SPWM
601
Schrum Private Wealth Management
Florida
$708K +$34.4K +494 +5%
BC
602
Brio Consultants
California
$690K -$7.66K -110 -1%
WH
603
Willner & Heller
California
$677K +$905 +13 +0.1%
FA
604
Fiduciary Alliance
South Carolina
$669K -$78.9K -1,133 -11%
DI
605
DAGCO Inc
Ohio
$661K -$3.48M -50,052 -85%
CAMG
606
CWA Asset Management Group
Florida
$653K +$974 +14 +0.2%
LA
607
Latitude Advisors
Florida
$652K +$620K +8,914 New
LWANC
608
Laurel Wealth Advisors (North Carolina)
North Carolina
$651K +$1.46K +21 +0.2%
IW
609
Imprint Wealth
South Carolina
$651K +$16.4K +235 +3%
FNBOO
610
First National Bank of Omaha
Nebraska
$648K -$113K -1,623 -17%
IHWM
611
Iron Horse Wealth Management
Iowa
$644K -$338K -4,853 -36%
AWM
612
Apollon Wealth Management
South Carolina
$632K -$163K -2,339 -21%
ECA
613
Elevated Capital Advisors
Utah
$629K +$299K +4,303 +100%
ADIM
614
Alpha DNA Investment Management
Maryland
$628K +$598K +8,587 New
CS
615
Crescent Sterling
Louisiana
$626K -$3.48K -50 -0.6%
FFN
616
Focus Financial Network
Minnesota
$625K -$630K -9,048 -50%
OCPWS
617
One Charles Private Wealth Services
Massachusetts
$624K -$2.85K -41 -0.5%
RPGK
618
Retirement Planning Group (Kansas)
Kansas
$623K +$89.4K +1,285 +18%
TSWM
619
Tyler-Stone Wealth Management
Ohio
$623K +$63.8K +916 +12%
WAM
620
Wallington Asset Management
Indiana
$619K +$212K +3,050 +56%
CAG
621
Csenge Advisory Group
Florida
$617K +$152K +2,190 +35%
RFN
622
Redwood Financial Network
Ohio
$611K -$36.8K -528 -6%
TW
623
TrinityPoint Wealth
Connecticut
$606K +$63.8K +916 +12%
D
624
Diversified
Delaware
$602K +$313K +4,494 +120%
TWM
625
Tradition Wealth Management
Minnesota
$597K +$469K +6,732 +472%

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.