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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
WWM
851
Waterway Wealth Management
Texas
$521K +$554K +5,318 New
OAM
852
Oppenheimer Asset Management
New York
$517K -$32.4K -311 -6%
SEA
853
Stegent Equity Advisors
Texas
$517K -$1.98M -19,047 -78%
WFS
854
WealthGarden F.S.
California
$514K
VBFP
855
Valtinson Bruner Financial Planning
Minnesota
$514K +$57.1K +548 +12%
HTC
856
Haverford Trust Company
Pennsylvania
$508K +$43.7K +420 +9%
JWS
857
Juncture Wealth Strategies
Arizona
$507K -$104K -994 -16%
AWM
858
Accurate Wealth Management
Florida
$506K -$35.8K -344 -7%
CAM
859
Clark Asset Management
New Hampshire
$506K +$259K +2,484 +93%
GPCM
860
Guardsman Private Capital Management
Florida
$501K
KFG
861
Kropog Financial Group
Louisiana
$499K
VAI
862
Vanguard Advisers Inc
Pennsylvania
$498K +$530K +5,087 New
ECM
863
Ebert Capital Management
California
$497K
MCWS
864
McKinley Carter Wealth Services
West Virginia
$495K +$25.2K +242 +5%
Fisher Asset Management
865
Fisher Asset Management
Washington
$492K +$166K +1,591 +46%
NL
866
NWAM LLC
Washington
$492K +$79.8K +766 +18%
SAM
867
Sherman Asset Management
California
$487K +$167K +1,599 +47%
UA
868
URS Advisory
Florida
$487K +$29.5K +283 +6%
LWL
869
Leo Wealth LLC
Texas
$486K +$173K +1,658 +50%
SIC
870
Samalin Investment Counsel
New York
$486K +$417 +4 +0.1%
National Bank of Canada
871
National Bank of Canada
Quebec, Canada
$481K +$299K +2,873 +141%
VCM
872
Virtue Capital Management
Tennessee
$477K -$646K -6,201 -55%
WPC
873
Wedmont Private Capital
Pennsylvania
$475K +$104 +1 +0%
JSL
874
JT Stratford LLC
Georgia
$474K +$5.1K +49 +1%
DWP
875
Daymark Wealth Partners
Ohio
$471K +$31.8K +305 +7%

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.