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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
WT
851
Whittier Trust
California
$66.1K
PCA
852
Providence Capital Advisors
North Carolina
$64.6K
TC
853
Truvestments Capital
Florida
$62.7K
GWM
854
Grand Wealth Management
Michigan
$61.9K
OLVIG
855
Oliver Lagore Vanvalin Investment Group
Michigan
$56.5K -$146K -2,103 -73%
SIC
856
Salem Investment Counselors
North Carolina
$55.9K +$51.1K +734 +2,447%
DSC
857
Duncker Streett & Co
Missouri
$54.9K
AA
858
Ancora Advisors
Ohio
$54.1K +$2.3K +33 +5%
SC
859
Stephens Consulting
Michigan
$52.7K
GWP
860
Gen-Wealth Partners
Michigan
$51.2K +$48.7K +700 New
HWP
861
Highline Wealth Partners
California
$50.6K +$23.2K +334 +93%
BWL
862
Bogart Wealth LLC
Virginia
$49.8K +$2.16K +31 +5%
CHC
863
City Holding Co
West Virginia
$49.7K
LWA
864
Lowe Wealth Advisors
Maryland
$45.7K
BCWM
865
Bartlett & Co Wealth Management
Ohio
$43.9K +$41.8K +600 New
WIC
866
Woodmont Investment Counsel
Tennessee
$43.9K +$41.8K +600 New
CJ
867
Caitlin John
Michigan
$37.8K -$2.35M -33,727 -98%
RG
868
Retirement Group
California
$36.6K
CA
869
Clearstead Advisors
Ohio
$35.5K
PA
870
Pineridge Advisors
Missouri
$34.6K
ITIM
871
Indiana Trust & Investment Management
Indiana
$34.2K
FMII
872
Farmers & Merchants Investments Inc
Nebraska
$32.8K
PGAM
873
Princeton Global Asset Management
New Jersey
$31.5K
CA
874
Crewe Advisors
Utah
$28.2K +$26.9K +386 New
JFGIW
875
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.7K -$50.1K -720 -66%

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.