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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
KFS
951
Kelly Financial Services
Massachusetts
$1
LP
952
LGL Partners
Pennsylvania
-$33.3M -511,735 Closed
TCMP
953
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$9.35M -143,786 Closed
EFG
954
Ethos Financial Group
Pennsylvania
-$7.87M -121,011 Closed
MWM
955
Meridian Wealth Management
Kentucky
-$6.04M -93,021 Closed
Millennium Management
956
Millennium Management
New York
-$1.83M -28,073 Closed
FA
957
FDx Advisors
Illinois
-$1.28M -19,701 Closed
YIH
958
Y-Intercept (HK)
Hong Kong
-$1.17M -17,982 Closed
PT
959
Plimoth Trust
Massachusetts
-$806K -12,385 Closed
CFB
960
Cullen/Frost Bankers
Texas
-$563K -8,659 Closed
CMI
961
Clare Market Investments
Texas
-$552K -8,489 Closed
KOC
962
Koss-Olinger Consulting
Florida
-$495K -7,602 Closed
SA
963
Strategic Advocates
Utah
-$398K -6,122 Closed
ITC
964
Inspire Trust Company
Nevada
-$360K -5,540 Closed
PP
965
Patten & Patten
Tennessee
-$292K -4,494 Closed
BOSSRA
966
B.O.S.S. Retirement Advisors
Utah
-$279K -4,287 Closed
VWM
967
Vigilare Wealth Management
Arizona
-$268K -4,118 Closed
B
968
Bailard
California
-$255K -3,916 Closed
OP
969
ORG Partners
Indiana
-$217K -3,343 Closed
LAS
970
Lloyd Advisory Services
Georgia
-$213K -3,276 Closed
TNA
971
True North Advisors
Texas
-$211K -3,245 Closed
ISWM
972
Independent Solutions Wealth Management
New York
-$203K -3,119 Closed
UOTTAIMCU
973
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$186K -2,859 Closed
RAG
974
RIA Advisory Group
Iowa
-$908K -1,910 Closed
CG
975
Cutler Group
California
-$132K -1,900 -100%

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.