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State Street SPDR Portfolio S&P 500 Growth ETF

1,101 hedge funds and large institutions have $23.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 452 increasing their positions, 418 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $10.3M

8% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 418

3% less funds holding

Funds holding: 1,1361,101 (-35)

3.75% less ownership

Funds ownership: 79.79%76.04% (-3.8%)

11% less funds holding in top 10

Funds holding in top 10: 210187 (-23)

17% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 90

25% less capital invested

Capital invested by funds: $31.1B → $23.2B (-$7.86B)

Holders
1,101
Holders Change
-35
Holders Change %
-3.08%
% of All Funds
14.76%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.51%
New
75
Increased
452
Reduced
418
Closed
90
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
LF
651
Lantz Financial
Illinois
$864K +$175 +2 +0%
DCM
652
DGS Capital Management
New Jersey
$861K
CWG
653
Cornerstone Wealth Group
North Carolina
$851K +$699K +8,011 +310%
PP
654
Prosperity Planning
Missouri
$847K -$29.2K -334 -3%
SFG
655
SevenBridge Financial Group
Pennsylvania
$844K +$844K +9,670 New
SWM
656
SFG Wealth Management
Maryland
$838K -$4.28K -49 -0.5%
AF
657
Advisornet Financial
Minnesota
$824K +$33.5K +384 +4%
RPGK
658
Retirement Planning Group (Kansas)
Kansas
$819K +$69.2K +793 +8%
OGF
659
Orin Green Financial
California
$816K +$957K +10,961 New
CWS
660
Confluence Wealth Services
Pennsylvania
$815K -$14.5K -166 -2%
CCMG
661
Clark Capital Management Group
Pennsylvania
$802K -$315M -3,604,314 -100%
FWM
662
FFT Wealth Management
Pennsylvania
$801K +$51.5K +590 +6%
WWM
663
WJ Wealth Management
Arizona
$800K -$104K -1,196 -11%
BB
664
Berkshire Bank
Massachusetts
$787K -$66.5K -762 -7%
FA
665
FC Advisory
Pennsylvania
$783K +$873 +10 +0.1%
FPAS
666
Focus Partners Advisor Solutions
Missouri
$781K +$41.6K +476 +5%
PMFA
667
Plante Moran Financial Advisors
Michigan
$779K -$16.8K -192 -2%
M1FG
668
Mach-1 Financial Group
Arkansas
$775K +$842K +9,648 New
EFS
669
Essex Financial Services
Connecticut
$759K +$9.95K +114 +1%
SPC
670
Sigma Planning Corp
Michigan
$754K -$403K -4,611 -33%
OFG
671
OmniStar Financial Group
North Carolina
$748K -$20K -229 -2%
Luther King Capital Management (LKCM)
672
Luther King Capital Management (LKCM)
Texas
$741K
WH
673
Willner & Heller
California
$740K +$1.05K +12 +0.1%
SBIA
674
Sheaff Brock Investment Advisors
Indiana
$738K +$36.5K +418 +5%
SIA
675
Schechter Investment Advisors
Michigan
$728K -$267K -3,053 -25%

SPYG Hedge Fund Activity: Q1 2025 in Review

1,101 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2025, worth a combined $23.2B — down 25% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of SPYG and 75 opened new positions — a net loss of 15 holders — while 418 trimmed existing stakes and 452 added.

The largest buyer was LPL Financial, adding an estimated $179M. The largest seller was Envestnet Asset Management, cutting an estimated $967M.

  • 1,101 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2025, down from 1,136 in Q4 2024.
  • Funds reported $23.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2025 and 90 closed out, a net change of -15 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $179M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $967M sold.

Based on aggregated 13F filings for Q1 2025.