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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
FC
701
Fusion Capital
South Carolina
$376K -$25.5K -366 -7%
SL
702
SWMG LLC
Texas
$376K +$28.5K +410 +9%
DAS
703
Dynamic Advisor Solutions
Arizona
$375K +$108K +1,549 +43%
AWA
704
Acorn Wealth Advisors
Michigan
$373K
HIP
705
HUB Investment Partners
Texas
$369K
EE
706
EWG Elevate
California
$369K +$351K +5,041 New
AWM
707
Accel Wealth Management
Iowa
$367K +$350K +5,022 New
MSFS
708
Main Street Financial Solutions
Pennsylvania
$364K +$418 +6 +0.1%
RIA
709
Realta Investment Advisors
Delaware
$362K -$1.32K -19 -0.4%
BI
710
Ballast Inc
Kentucky
$359K +$1.88K +27 +0.6%
RJT
711
Raymond James Trust
Florida
$358K +$66.9K +961 +24%
AF
712
Arrow Financial
New York
$354K -$88.7K -1,275 -21%
HNB
713
Huntington National Bank
Ohio
$354K
JSL
714
JT Stratford LLC
Georgia
$352K +$11.3K +162 +3%
DIA
715
Dana Investment Advisors
Wisconsin
$352K -$14.5K -209 -4%
ANTB
716
AMG National Trust Bank
Colorado
$351K
3F
717
360 Financial
Minnesota
$350K -$50.6K -727 -13%
FFA
718
Founders Financial Alliance
North Carolina
$346K +$62.9K +904 +24%
HWA
719
HHM Wealth Advisors
Tennessee
$345K
DCM
720
Donaldson Capital Management
Indiana
$345K -$626 -9 -0.2%
TFA
721
Teamwork Financial Advisors
Texas
$344K -$27.4K -394 -8%
TA
722
Tactive Advisors
Florida
$336K +$320K +4,600 New
EGA
723
Eagle Global Advisors
Texas
$336K +$10.4K +150 +3%
VBFP
724
Valtinson Bruner Financial Planning
Minnesota
$335K +$4.46K +64 +1%
SW
725
SteelPeak Wealth
California
$333K +$20.7K +297 +7%

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.