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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
NC
651
NBW Capital
Massachusetts
$512K -$13.9K -200 -3%
GT
652
Glenmede Trust
Pennsylvania
$508K -$97.8K -1,405 -17%
VF
653
Vawter Financial
Ohio
$506K +$2.16K +31 +0.5%
PFA
654
Pure Financial Advisors
California
$506K -$21K -302 -4%
FTS
655
Fifth Third Securities
Ohio
$498K +$5.71K +82 +1%
ES
656
Eagle Strategies
New York
$498K -$16.1M -230,817 -97%
PC
657
Permanens Capital
New York
$497K +$3.41K +49 +0.7%
TVAMP
658
Tennessee Valley Asset Management Partners
Tennessee
$487K -$343K -4,922 -43%
WSWA
659
Warren Street Wealth Advisors
California
$486K -$19.8K -284 -4%
FMTCOCP
660
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$483K +$223K +3,197 +94%
WAG
661
Wallace Advisory Group
California
$482K -$71.7K -1,030 -12%
ST
662
Somerset Trust
Pennsylvania
$481K -$4.11K -59 -0.9%
PMG
663
ProVise Management Group
Florida
$480K -$13.6K -196 -3%
SPC
664
Sigma Planning Corp
Michigan
$478K +$179K +2,570 +65%
AWM
665
Accurate Wealth Management
Florida
$472K +$33.3K +479 +7%
Charles Schwab
666
Charles Schwab
California
$471K -$35.6K -511 -7%
MCM
667
MAI Capital Management
Ohio
$471K +$71.1K +1,021 +19%
MCWS
668
McKinley Carter Wealth Services
West Virginia
$468K -$22.9K -329 -5%
MC
669
Moors & Cabot
Massachusetts
$464K +$78K +1,121 +21%
CFS
670
Commonwealth Financial Services
West Virginia
$453K
SWA
671
Strategies Wealth Advisors
Michigan
$448K -$37.4K -538 -8%
LW
672
Linscomb Wealth
Texas
$447K +$626 +9 +0.1%
PA
673
Procyon Advisors
Connecticut
$445K +$160K +2,299 +61%
PG
674
Prostatis Group
Maryland
$442K -$65.9K -947 -14%
SEI Investments
675
SEI Investments
Pennsylvania
$440K +$70K +1,006 +20%

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.