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
JWA
626
JFS Wealth Advisors
Pennsylvania
$595K -$29.8K -428 -5%
SAG
627
Spotlight Asset Group
Illinois
$569K
CA
628
Calton & Associates
Florida
$568K -$3.34K -48 -0.6%
WAM
629
WealthTrust Asset Management
Florida
$568K +$541K +7,767 New
AFG
630
Atomi Financial Group
New York
$562K +$147K +2,112 +38%
AF
631
Advisornet Financial
Minnesota
$561K -$9.61K -138 -2%
VWM
632
Venturi Wealth Management
Texas
$551K +$14.2K +204 +3%
FF
633
Fox Financial
Pennsylvania
$548K +$557 +8 +0.1%
Citigroup
634
Citigroup
New York
$541K -$483K -6,942 -48%
AWM
635
Aviso Wealth Management
Washington
$539K -$59.9K -860 -10%
AWM
636
Angeles Wealth Management
California
$538K -$690K -9,910 -57%
EFS
637
Essex Financial Services
Connecticut
$535K -$73.3K -1,053 -13%
M1FG
638
Mach-1 Financial Group
Arkansas
$534K -$42.4K -609 -8%
AA
639
Altman Advisors
Illinois
$529K +$766 +11 +0.2%
HHWM
640
Hiley Hunt Wealth Management
Nebraska
$529K +$139 +2 +0%
CB
641
Community Bank
New York
$527K -$29K -417 -5%
EI
642
Ellevest Inc
New York
$527K
TYCC
643
Texas Yale Capital Corp
Florida
$526K
PWP
644
Principle Wealth Partners
Connecticut
$522K +$76.2K +1,095 +18%
AWMNH
645
Arcadia Wealth Management (New Hampshire)
New Hampshire
$519K +$52.9K +760 +13%
HVIA
646
Hudson Valley Investment Advisors
New York
$519K -$194K -2,791 -28%
MFA
647
McClarren Financial Advisors
Pennsylvania
$519K -$10.9K -156 -2%
NB
648
NBT Bank
New York
$515K +$474K +6,808 +2,999%
FPAS
649
Focus Partners Advisor Solutions
Missouri
$514K +$79.5K +1,142 +19%
S4W
650
Solutions 4 Wealth
Texas
$512K +$55.5K +798 +13%

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.