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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
LSIA
726
LaSalle St. Investment Advisors
Illinois
$332K -$42.9K -616 -12%
AP
727
Americana Partners
Texas
$330K
Empower Advisory Group
728
Empower Advisory Group
Colorado
$325K +$40K +574 +15%
HWMC
729
Heritage Wealth Management (California)
California
$323K -$18.9K -272 -6%
CWMGP
730
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$321K -$4.8K -69 -2%
BFA
731
Bill Few Associates
Pennsylvania
$321K -$15K -216 -5%
ARC
732
Advisor Resource Council
Texas
$318K -$8.08M -116,059 -96%
OFG
733
OmniStar Financial Group
North Carolina
$315K +$300K +4,310 New
PAG
734
Paladin Advisory Group
Iowa
$313K -$15K -215 -5%
MIM
735
Moseley Investment Management
Florida
$311K -$65.6K -942 -18%
AFM
736
Abbot Financial Management
Massachusetts
$311K -$5.22K -75 -2%
FWM
737
FFT Wealth Management
Pennsylvania
$309K -$37.7M -541,762 -99%
CIA
738
Cape Investment Advisory
Georgia
$308K -$418 -6 -0.1%
PI
739
PFG Investments
New York
$308K +$293K +4,204 New
FC
740
Financial Consulate
Maryland
$307K +$70 +1 +0%
AR
741
Apeiron RIA
Texas
$303K +$139 +2 +0%
RS
742
Retirement Solution
Washington
$302K +$418 +6 +0.1%
CIBC World Market
743
CIBC World Market
Ontario, Canada
$299K -$12.9K -185 -4%
TCM
744
Tandem Capital Management
New Jersey
$299K +$284K +4,085 New
JWCA
745
J.W. Coons Advisors
Ohio
$298K -$418 -6 -0.1%
SCG
746
Sonata Capital Group
Washington
$297K
GT
747
Greenleaf Trust
Michigan
$297K +$3.48K +50 +1%
GFPC
748
Global Financial Private Client
Florida
$296K +$29.5K +424 +12%
EA
749
Eclectic Associates
California
$292K -$11.8K -170 -4%
DSA
750
Droms Strauss Advisors
Missouri
$289K

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.