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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
TCOV
901
Trust Company of Vermont
Vermont
$15.7K
GI
902
Gradient Investments
Minnesota
$15.2K -$134K -1,925 -90%
EW
903
Element Wealth
Mississippi
$14.6K
PB
904
Pinnacle Bancorp
Nebraska
$14.6K
OC
905
Oakworth Capital
Alabama
$13.9K
HPC
906
HM Payson & Co
Maine
$13.8K -$10.3K -148 -44%
AWM
907
Abound Wealth Management
Tennessee
$12.2K -$50.6K -727 -81%
WT
908
Washington Trust
Rhode Island
$11.7K
AAP
909
Arax Advisory Partners
Colorado
$11K -$5.01K -72 -32%
Deutsche Bank
910
Deutsche Bank
Germany
$11K -$6.96K -100 -40%
FDCDDQ
911
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11K
HWM
912
Horizons Wealth Management
North Carolina
$10.3K
NRG
913
Nemes Rush Group
Michigan
$9.88K
CAM
914
Chesapeake Asset Management
New York
$9.14K
PCFFS
915
Pacific Center for Financial Services
California
$8.79K
BSB
916
Bangor Savings Bank
Maine
$7.39K
PCM
917
Penserra Capital Management
California
$7K +$7.38K +106 New
TIM
918
Tortoise Investment Management
New York
$6.95K
BIM
919
Breakwater Investment Management
Washington
$6.44K +$6.13K +88 New
RF
920
Robinswood Financial
Washington
$6.23K -$3.13K -45 -35%
HFM
921
Hartford Financial Management
Connecticut
$6.22K +$5.92K +85 New
ACM
922
Anfield Capital Management
California
$6.14K +$5.85K +84 New
CWC
923
Carolinas Wealth Consulting
North Carolina
$5.71K
OA
924
Operose Advisors
Wisconsin
$5.34K +$5.08K +73 New
TCM
925
TD Capital Management
Tennessee
$4.31K

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.