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State Street SPDR Portfolio S&P 500 Growth ETF

1,101 hedge funds and large institutions have $23.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 452 increasing their positions, 418 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $10.3M

8% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 418

3% less funds holding

Funds holding: 1,1361,101 (-35)

3.75% less ownership

Funds ownership: 79.79%76.04% (-3.8%)

11% less funds holding in top 10

Funds holding in top 10: 210187 (-23)

17% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 90

25% less capital invested

Capital invested by funds: $31.1B → $23.2B (-$7.86B)

Holders
1,101
Holders Change
-35
Holders Change %
-3.08%
% of All Funds
14.76%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.51%
New
75
Increased
452
Reduced
418
Closed
90
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
801
Samalin Investment Counsel
New York
$383K -$8.55K -98 -2%
CAG
802
Csenge Advisory Group
Florida
$378K -$1.51M -17,352 -78%
VBFP
803
Valtinson Bruner Financial Planning
Minnesota
$376K -$19.6K -224 -5%
WSFS
804
Wilmington Savings Fund Society
Delaware
$374K
PRTG
805
Post Resch Tallon Group
New York
$367K +$134K +1,530 +50%
CWM
806
Cahaba Wealth Management
Georgia
$367K -$5.76K -66 -1%
AP
807
Americana Partners
Texas
$362K
SFS
808
Sowell Financial Services
Arkansas
$362K -$515K -5,896 -57%
WPC
809
Wedmont Private Capital
Pennsylvania
$360K -$48.2K -552 -11%
AWM
810
Accel Wealth Management
Iowa
$356K -$51.8K -593 -12%
EWM
811
Empirical Wealth Management
Washington
$356K -$960 -11 -0.2%
TAM
812
TCP Asset Management
Ohio
$356K +$20.9K +239 +6%
DL
813
DOHJ LLC
Washington
$355K +$54.8K +628 +17%
SIM
814
Stratos Investment Management
Ohio
$354K +$385K +4,406 New
RSWM
815
Robertson Stephens Wealth Management
California
$348K +$378K +4,330 New
RFC
816
Regions Financial Corp
Alabama
$347K +$2.88K +33 +0.8%
AFM
817
Abbot Financial Management
Massachusetts
$342K
IF
818
Ironwood Financial
Arizona
$342K +$13.4K +153 +4%
TSS
819
Two Sigma Securities
New York
$341K -$136K -1,563 -27%
BWL
820
Bogart Wealth LLC
Virginia
$337K +$27.9K +320 +8%
RIA
821
Realta Investment Advisors
Delaware
$336K +$46.8K +536 +15%
AR
822
Apeiron RIA
Texas
$333K +$175 +2 +0%
DCM
823
Donaldson Capital Management
Indiana
$331K -$142K -1,625 -28%
Vanguard Group
824
Vanguard Group
Pennsylvania
$330K -$9.69K -111 -3%
CB
825
Chris Bulman
California
$330K

SPYG Hedge Fund Activity: Q1 2025 in Review

1,101 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2025, worth a combined $23.2B — down 25% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of SPYG and 75 opened new positions — a net loss of 15 holders — while 418 trimmed existing stakes and 452 added.

The largest buyer was LPL Financial, adding an estimated $179M. The largest seller was Envestnet Asset Management, cutting an estimated $967M.

  • 1,101 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2025, down from 1,136 in Q4 2024.
  • Funds reported $23.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2025 and 90 closed out, a net change of -15 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $179M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $967M sold.

Based on aggregated 13F filings for Q1 2025.