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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
OW
776
Olistico Wealth
Oklahoma
$252K
DWT
777
Dorsey & Whitney Trust
South Dakota
$251K +$239K +3,432 New
GAA
778
Global Assets Advisory
Florida
$250K +$1.27M +18,318 New
SAM
779
Synergy Asset Management
Washington
$250K +$238K +3,414 New
FPWM
780
FSB Premier Wealth Management
Iowa
$244K +$232K +3,331 New
RWM
781
RBA Wealth Management
California
$243K +$4.25K +61 +2%
TWC
782
TD Waterhouse Canada
Ontario, Canada
$235K -$11.4K -164 -5%
AG
783
AlTi Global
New York
$235K +$139 +2 +0.1%
MAA
784
Matrix Asset Advisors
New York
$235K
FFM
785
Forum Financial Management
Illinois
$234K -$62.6K -900 -22%
AA
786
AlphaMark Advisors
Kentucky
$232K +$23.9K +344 +12%
G
787
Gainplan
Michigan
$231K -$73.6K -1,057 -25%
CWM
788
Concentric Wealth Management
California
$228K +$70 +1 +0%
SWM
789
Solano Wealth Management
California
$225K
FAM
790
Formidable Asset Management
Ohio
$222K +$211K +3,031 New
WF
791
Warner Financial
Maryland
$220K +$210K +3,012 New
VR
792
Valued Retirements
Texas
$220K +$209K +3,004 New
SIC
793
Samalin Investment Counsel
New York
$219K +$208K +2,989 New
IP
794
Investment Partners
Ohio
$218K +$207K +2,980 New
CBFP
795
Cedar Brook Financial Partners
Ohio
$214K +$204K +2,932 New
FNC
796
First National Corp
Massachusetts
$214K
E
797
ETFidea
New York
$214K +$203K +2,921 New
EWM
798
Empirical Wealth Management
Washington
$213K -$24.8K -357 -11%
FCA
799
FinTrust Capital Advisors
South Carolina
$212K
SYBT
800
Stock Yards Bank & Trust
Kentucky
$209K +$199K +2,861 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.