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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
Stifel Financial
51
Stifel Financial
Missouri
$86.2M +$31.8M +363,847 +51%
FNT
52
First National Trust
Pennsylvania
$85.4M -$31.6M -362,143 -25%
OWA
53
Octavia Wealth Advisors
Ohio
$83.7M +$20.3M +232,484 +29%
BSG
54
Black Swift Group
Colorado
$82.5M -$27.2M -311,968 -23%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$78.6M +$8.62M +98,729 +11%
CCWA
56
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.7M +$698K +7,991 +0.9%
IWC
57
Integrated Wealth Concepts
Massachusetts
$75.5M +$5.8M +66,412 +8%
Corient Private Wealth
58
Corient Private Wealth
Florida
$73.9M -$36.9M -422,463 -31%
FHA
59
Flagship Harbor Advisors
Massachusetts
$73.2M +$7.24M +82,944 +10%
CFG
60
Compton Financial Group
Maryland
$70.6M +$22.4M +256,990 +41%
Janney Montgomery Scott
61
Janney Montgomery Scott
Pennsylvania
$67M -$23M -263,934 -24%
Envestnet Portfolio Solutions
62
Envestnet Portfolio Solutions
Illinois
$67M -$24.4M -280,061 -25%
MML Investors Services
63
MML Investors Services
Massachusetts
$66.7M -$3.52M -40,366 -5%
CFS
64
Cannon Financial Strategists
Georgia
$65.7M -$1.46M -16,693 -2%
WA
65
Waverly Advisors
Alabama
$62.4M +$1.77M +20,243 +3%
PS
66
Principal Securities
Iowa
$61.3M
BEI
67
Benjamin Edwards Inc
Missouri
$60.6M +$25M +286,141 +61%
Creative Planning
68
Creative Planning
Kansas
$58.7M -$21K -240 -0%
EWA
69
ERTS Wealth Advisors
Michigan
$58.1M +$15.7M +179,971 +33%
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$57.4M +$2.87M +32,930 +5%
FCAS
71
First Command Advisory Services
Texas
$56.9M +$4.83M +55,358 +8%
FFS
72
Founders Financial Securities
Maryland
$55.9M -$3.6M -41,191 -6%
KA
73
Klingman & Associates
New York
$55.4M +$1.34M +15,318 +2%
ACA
74
Ackerman Capital Advisors
Texas
$53.2M -$357K -4,094 -0.6%
AAS
75
Ameritas Advisory Services
Nebraska
$52.4M -$8.42M -96,449 -13%

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.