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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
IWC
76
Integrated Wealth Concepts
Massachusetts
$43.2M +$7.78M +111,839 +23%
PIA
77
Perennial Investment Advisors
California
$42.1M -$5.98M -85,895 -13%
BCM
78
Brookstone Capital Management
Illinois
$41.8M -$6.01M -86,359 -13%
MYIA
79
Mount Yale Investment Advisors
Colorado
$41M +$39.1M +561,155 New
TC
80
Trilogy Capital
California
$40.6M -$6.02M -86,524 -13%
Stifel Financial
81
Stifel Financial
Missouri
$39M +$7.09M +101,894 +24%
RA
82
Rodgers & Associates
Pennsylvania
$38.9M -$2.24M -32,168 -6%
AAS
83
Ameritas Advisory Services
Nebraska
$38.6M +$7.84M +112,581 +27%
LFPWM
84
Leicht Financial Planning & Wealth Management
New Jersey
$37.5M -$6.8M -97,743 -16%
SWM
85
SilverOak Wealth Management
Minnesota
$36.1M +$496K +7,131 +1%
AIA
86
Alera Investment Advisors
Illinois
$36.1M -$3.7M -53,137 -10%
T
87
TrueFG
Texas
$35.6M -$382K -5,488 -1%
KWM
88
Kingsview Wealth Management
Oregon
$34.8M +$5.98M +85,944 +22%
IWM
89
IHT Wealth Management
Illinois
$33.8M -$1.94M -27,923 -6%
MWPCG
90
Measured Wealth Private Client Group
New Hampshire
$32.2M -$971K -13,946 -3%
ACA
91
Ackerman Capital Advisors
Texas
$32M +$1.15M +16,584 +4%
EWM
92
Executive Wealth Management
Michigan
$31.8M +$10.3M +148,148 +52%
SWP
93
Strategic Wealth Partners
Ohio
$31.8M +$582K +8,360 +2%
Wealth Enhancement Advisory Services
94
Wealth Enhancement Advisory Services
Minnesota
$31.7M -$444K -6,374 -1%
GKWIM
95
Gerber Kawasaki Wealth & Investment Management
California
$31.5M +$1.39M +20,032 +5%
AIG
96
American International Group
New York
$31.4M +$9.78M +140,573 +49%
PAS
97
Park Avenue Securities
New York
$29.9M +$28.1M +404,171 +10,112%
NB
98
Nicolet Bankshares
Wisconsin
$29.8M -$1.02M -14,597 -3%
EDRIA
99
Edmonds Duncan Registered Investment Advisors
Kansas
$29.7M +$118K +1,691 +0.4%
WAG
100
Winthrop Advisory Group
Massachusetts
$29.6M +$29.9M +428,964 +1,311%

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.