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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

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: 1,136 → 1,101 (-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: 210 → 187 (-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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$179M
2
SCM
SCS Capital Management
Massachusetts
+$75.9M
3
Ameriprise
Ameriprise
Minnesota
+$50.9M
4
HighTower Advisors
HighTower Advisors
Illinois
+$48.3M
5
OWM
Orgel Wealth Management
Wisconsin
+$33.4M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$967M
2
CCMG
Clark Capital Management Group
Pennsylvania
-$315M
3
CWM
Connecticut Wealth Management
Connecticut
-$230M
4
IAA
Independent Advisor Alliance
North Carolina
-$138M
5
BCI
Brinker Capital Investments
Pennsylvania
-$120M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
826
Acorn Wealth Advisors
Michigan
$329K – – –
TWP
827
Triad Wealth Partners
Kansas
$329K +$357K +4,092 New
SAG
828
SageView Advisory Group
California
$327K -$19.9K -228 -5%
SCG
829
Sonata Capital Group
Washington
$326K +$524 +6 +0.1%
DCM
830
Delta Capital Management
New Jersey
$321K – – –
SFS
831
Stiles Financial Services
Minnesota
$318K +$22.5K +258 +7%
FWP
832
Falcon Wealth Planning
California
$317K – – –
DSA
833
Droms Strauss Advisors
Missouri
$317K – – –
AFA
834
Antonelli Financial Advisors
Michigan
$316K -$2.27K -26 -0.7%
CGPCS
835
Capital Group Private Client Services
California
$315K +$436 +5 +0.1%
RWB
836
RMR Wealth Builders
New Jersey
$314K -$54.8K -628 -14%
RWM
837
RBA Wealth Management
California
$310K +$18.2K +209 +6%
NCTC
838
New Covenant Trust Company
Indiana
$310K – – –
JWCA
839
J.W. Coons Advisors
Ohio
$307K – – –
KWM
840
Keebeck Wealth Management
Illinois
$306K – – –
FGA
841
Fortis Group Advisors
New Jersey
$306K +$332K +3,802 New
LWA
842
LifeGoal Wealth Advisors
New York
$305K – – –
KTA
843
Keeley-Teton Advisors
Illinois
$301K – – –
HH
844
Hilltop Holdings
Texas
$301K -$130K -1,493 -28%
AF
845
Amara Financial
California
$297K +$87 +1 +0%
PPWP
846
Proquility Private Wealth Partners
Nevada
$295K – – –
KLI
847
Kelman-Lazarov Inc
Tennessee
$294K – – –
KCFA
848
Key Client Fiduciary Advisors
New Jersey
$293K +$23.4K +268 +8%
CFG
849
Cornerstone Financial Group
Nebraska
$292K +$17.1K +196 +6%
LFAS
850
Level Four Advisory Services
Texas
$291K -$2.18K -25 -0.7%
32 33
34
35 36

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.