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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
FI
751
FWG Investments
Kentucky
$289K +$418 +6 +0.2%
TAM
752
Tucker Asset Management
Colorado
$289K +$275K +3,944 New
C1AG
753
Client 1st Advisory Group
Florida
$286K
ACA
754
Aptus Capital Advisors
Alabama
$286K -$2.78K -40 -1%
NCTC
755
New Covenant Trust Company
Indiana
$283K +$269K +3,869 New
ES
756
ETF Store
Kansas
$283K +$269K +3,867 New
BP
757
Ballentine Partners
Massachusetts
$283K -$128K -1,835 -32%
CCMG
758
Clark Capital Management Group
Pennsylvania
$280K +$266K +3,824 New
DL
759
DOHJ LLC
Washington
$276K +$348 +5 +0.1%
AWM
760
Able Wealth Management
New Jersey
$276K -$8.42K -121 -3%
FPW
761
Flagship Private Wealth
Massachusetts
$275K -$766 -11 -0.3%
KTA
762
Keeley-Teton Advisors
Illinois
$274K
FMWA
763
Forvis Mazars Wealth Advisors
Missouri
$274K
OC
764
Oppenheimer & Co
New York
$273K -$128K -1,843 -33%
MAS
765
Madden Advisory Services
Florida
$271K -$15.2K -218 -6%
PPWP
766
Proquility Private Wealth Partners
Nevada
$268K +$255K +3,667 New
SAG
767
SageView Advisory Group
California
$268K -$195K -2,803 -21%
KLI
768
Kelman-Lazarov Inc
Tennessee
$268K
SFG
769
Snider Financial Group
Washington
$267K -$2.44K -35 -0.9%
VLC
770
Van Leeuwen & Company
New Jersey
$263K -$29.7K -427 -11%
BFG
771
Bleakley Financial Group
New Jersey
$262K +$20.3K +292 +9%
IWS
772
Insight Wealth Strategies
California
$261K +$248K +3,563 New
AFG
773
AFS Financial Group
Maryland
$259K
SMA
774
Sage Mountain Advisors
Georgia
$254K +$101K +1,458 +72%
CFS
775
Coordinated Financial Services
Colorado
$253K +$241K +3,457 New

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.