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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
Kayne Anderson Rudnick Investment Management
826
Kayne Anderson Rudnick Investment Management
California
$125K
NFSG
827
Newbridge Financial Services Group
Florida
$118K -$167K -2,400 -60%
MWM
828
Mascoma Wealth Management
New Hampshire
$117K
MAM
829
Marquette Asset Management
Minnesota
$111K
CSWM
830
Cassady Schiller Wealth Management
Ohio
$107K
GTAM
831
Global Trust Asset Management
Florida
$103K -$6.96K -100 -7%
PWMG
832
Prestige Wealth Management Group
New Jersey
$102K -$11.8K -170 -11%
VWWMG
833
Vermillion & White Wealth Management Group
Pennsylvania
$97.9K
FRA
834
Front Row Advisors
California
$97.3K +$92.6K +1,330 New
National Bank of Canada
835
National Bank of Canada
Quebec, Canada
$96.4K +$72.7K +1,044 +387%
FG
836
Fairman Group
Pennsylvania
$91.4K
SIS
837
Sound Income Strategies
Florida
$89.2K -$17.3K -248 -17%
CAL
838
Capital Advisors Ltd
Ohio
$87K
FFWM
839
Future Financial Wealth Management
Ohio
$85.1K +$80.9K +1,163 New
HT
840
Headlands Technologies
Illinois
$83K +$45K +647 +133%
CMP
841
Coston McIsaac & Partners
Maine
$82K -$34.5K -495 -30%
BCMLT
842
Beacon Capital Management LLC (Tennessee)
Tennessee
$81.5K +$73.4K +1,055 +1,788%
CTC
843
Central Trust Company
Missouri
$80K
CHA
844
Carmichael Hill & Associates
Maryland
$79.6K
Barclays
845
Barclays
United Kingdom
$73.2K
CSC
846
Caldwell Sutter Capital
California
$73.2K
SC
847
Sawyer & Company
Massachusetts
$71.1K -$25.1K -360 -27%
RDIA
848
RE Dickinson Investment Advisors
Iowa
$71K +$19.6K +282 +41%
WAS
849
Winch Advisory Services
Wisconsin
$70.9K +$70 +1 +0.1%
HF
850
Halpern Financial
Virginia
$69K -$347K -4,980 -84%

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.