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State Street SPDR Portfolio S&P 500 Growth ETF

1,315 hedge funds and large institutions have $31.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 552 increasing their positions, 480 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $13.3M

15% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 480

1% less funds holding in top 10

Funds holding in top 10: 215213 (-2)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.02% less ownership

Funds ownership: 77.7%76.68% (-1%)

2% less funds holding

Funds holding: 1,3411,315 (-26)

10% less capital invested

Capital invested by funds: $35.2B → $31.7B (-$3.53B)

Holders
1,315
Holders Change
-26
Holders Change %
-1.94%
% of All Funds
16.18%
Holding in Top 10
213
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.93%
% of All Funds
2.62%
New
95
Increased
552
Reduced
480
Closed
97
Calls
$29.8M
Puts
$13.3M
Net Calls
+$16.5M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
FWP
801
Forefront Wealth Partners
Texas
$609K +$85.4K +820 +15%
CS
802
Crescent Sterling
Louisiana
$608K -$10.2K -98 -2%
CB
803
Community Bank
New York
$607K
TC
804
TFR Capital
Texas
$604K -$121K -1,162 -16%
LW
805
Linscomb Wealth
Texas
$603K +$1.56K +15 +0.2%
BP
806
Ballentine Partners
Massachusetts
$602K -$22.3K -214 -3%
M1FG
807
Mach-1 Financial Group
Arkansas
$600K -$173K -1,661 -21%
BB
808
Berkshire Bank
Massachusetts
$598K -$102K -979 -14%
CPC
809
Cadia Private Client
New Jersey
$597K +$267K +2,566 +73%
MHWM
810
Montz Harcus Wealth Management
Louisiana
$592K +$228K +2,188 +57%
IWB
811
Innovative Wealth Building
Maryland
$591K -$1.15K -11 -0.2%
TCM
812
Tandem Capital Management
New Jersey
$591K +$6.25K +60 +1%
IP
813
Intellectus Partners
California
$589K
LBC
814
Leigh Baldwin & Co
New York
$589K -$10.9K -105 -2%
IP
815
Indivisible Partners
Florida
$589K -$106K -1,016 -14%
BDF
816
Black Diamond Financial
Maryland
$584K +$280K +2,691 +82%
OCPWS
817
One Charles Private Wealth Services
Massachusetts
$582K -$22.6K -217 -4%
JCM
818
Jacobi Capital Management
Pennsylvania
$575K
RIA
819
Realta Investment Advisors
Delaware
$575K +$25.9K +249 +4%
AAP
820
Arax Advisory Partners
Colorado
$575K -$136K -1,303 -18%
FLPIM
821
F.L. Putnam Investment Management
Massachusetts
$574K +$60.3K +579 +11%
JIP
822
Jaffetilchin Investment Partners
Florida
$572K -$2.08K -20 -0.3%
SW
823
SteelPeak Wealth
California
$569K +$45.6K +438 +8%
AWM
824
Aprio Wealth Management
Georgia
$569K -$38K -365 -6%
SP
825
SmartHarvest Portfolios
Washington
$568K +$10K +96 +2%

SPYG Hedge Fund Activity: Q1 2026 in Review

1,315 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2026, worth a combined $31.7B — down 10% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of SPYG and 95 opened new positions — a net loss of 2 holders — while 480 trimmed existing stakes and 552 added.

The largest buyer was Independent Advisor Alliance, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 1,315 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2026, down from 1,341 in Q4 2025.
  • Funds reported $31.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 95 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2026 and 97 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $189M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2026 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2026.