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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
GCP
801
Gill Capital Partners
Colorado
$206K +$204K +2,936 New
KCFA
802
Key Client Fiduciary Advisors
New Jersey
$206K +$196K +2,811 New
GWANC
803
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$17K -244 -8%
LFAS
804
Level Four Advisory Services
Texas
$203K
SRC
805
Sage Rhino Capital
California
$203K +$193K +2,771 New
EAM
806
Evanson Asset Management
California
$201K +$192K +2,752 New
FWP
807
FAS Wealth Partners
Kansas
$200K -$38.4K -551 -17%
AGWCA
808
Annis Gardner Whiting Capital Advisors
Florida
$200K +$190K +2,730 New
OSNBOA
809
Old Second National Bank of Aurora
Illinois
$193K -$974 -14 -0.5%
NCM
810
Northwest Capital Management
Oregon
$186K +$5.43K +78 +3%
CPA
811
Clear Point Advisors
New York
$176K +$209 +3 +0.1%
RCM
812
Raleigh Capital Management
North Carolina
$168K
SWC
813
Spectrum Wealth Counsel
Indiana
$167K +$19.8K +285 +14%
PA
814
Parallel Advisors
California
$158K
PO
815
Private Ocean
California
$158K -$228K -3,280 -60%
AW
816
Avion Wealth
Texas
$155K -$24.6K -353 -14%
VL
817
Vima LLC
Michigan
$153K -$42.1K -605 -18%
CT
818
Cambridge Trust
Massachusetts
$143K
CT
819
Colonial Trust
South Carolina
$141K -$5.08K -73 -4%
SA
820
Scarborough Advisors
Maryland
$137K -$2.41M -34,622 -95%
RIL
821
Rothschild Investment LLC
Illinois
$137K +$108K +1,548 +476%
PWM
822
Partnership Wealth Management
Maryland
$136K +$209 +3 +0.2%
MWM
823
MGB Wealth Management
Texas
$136K
MFA
824
Morling Financial Advisors
California
$130K
BLC
825
Brown, Lisle/Cummings
Rhode Island
$130K

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.