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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
UCB
676
United Community Bank
South Carolina
$438K
BA
677
Ballast Advisors
Minnesota
$438K -$19.4K -279 -4%
ACI
678
Alpha Cubed Investments
California
$437K +$9.05K +130 +2%
Fisher Asset Management
679
Fisher Asset Management
Washington
$429K +$141K +2,021 +53%
DFG
680
Delta Financial Group
New Jersey
$427K
IAN
681
Integrated Advisors Network
Texas
$427K -$5.43K -78 -1%
RWB
682
RMR Wealth Builders
New Jersey
$426K +$405K +5,817 New
SAF
683
Smith Anglin Financial
Texas
$424K
NS
684
NBC Securities
Alabama
$422K -$1.25K -18 -0.3%
SBIA
685
Sheaff Brock Investment Advisors
Indiana
$418K
BL
686
Balentine LLC
Georgia
$414K +$104K +1,500 +36%
CC
687
Callan Capital
California
$413K
AWE
688
Avidian Wealth Enterprises
Texas
$413K +$35.4K +508 +10%
Franklin Resources
689
Franklin Resources
California
$411K -$348 -5 -0.1%
FMN
690
Financial Management Network
California
$401K -$170K -2,439 -30%
RSS
691
Rosenblum Silverman Sutton
California
$398K +$19.1K +275 +5%
SFS
692
Stiles Financial Services
Minnesota
$395K +$68.3K +982 +22%
FT
693
Fiduciary Trust
Massachusetts
$392K
CWM
694
Cahaba Wealth Management
Georgia
$390K
BBNA
695
Bremer Bank National Association
Minnesota
$388K -$31.7K -456 -8%
MCM
696
McDonough Capital Management
Florida
$387K -$3.27K -47 -0.9%
TIA
697
Traphagen Investment Advisors
New Jersey
$385K +$1.25K +18 +0.3%
BG
698
Benedetti & Gucer
Georgia
$382K -$21.5K -309 -6%
FG
699
Fiduciary Group
Georgia
$380K +$53.8K +773 +17%
EWM
700
EPG Wealth Management
Georgia
$379K +$418 +6 +0.1%

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.