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State Street SPDR Portfolio S&P 500 Growth ETF

1,101 hedge funds and large institutions have $23.2B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 452 increasing their positions, 418 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

419% more call options, than puts

Call options by funds: $53.3M | Put options by funds: $10.3M

8% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 418

3% less funds holding

Funds holding: 1,1361,101 (-35)

3.75% less ownership

Funds ownership: 79.79%76.04% (-3.8%)

11% less funds holding in top 10

Funds holding in top 10: 210187 (-23)

17% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 90

25% less capital invested

Capital invested by funds: $31.1B → $23.2B (-$7.86B)

Holders
1,101
Holders Change
-35
Holders Change %
-3.08%
% of All Funds
14.76%
Holding in Top 10
187
Holding in Top 10 Change
-23
Holding in Top 10 Change %
-10.95%
% of All Funds
2.51%
New
75
Increased
452
Reduced
418
Closed
90
Calls
$53.3M
Puts
$10.3M
Net Calls
+$43M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
76
Reston Wealth Management
Virginia
$51.1M -$3.72M -42,586 -6%
ETS
77
ESL Trust Services
New York
$50.2M +$267K +3,064 +0.5%
MYIA
78
Mount Yale Investment Advisors
Colorado
$48.1M -$324K -3,715 -0.6%
Wealth Enhancement Advisory Services
79
Wealth Enhancement Advisory Services
Minnesota
$47.7M +$1.15M +13,149 +2%
GWM
80
Geneos Wealth Management
Colorado
$47.6M +$23.8M +272,558 +86%
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$46.2M -$32M -366,359 -41%
SWM
82
SilverOak Wealth Management
Minnesota
$46.1M +$2.81M +32,244 +6%
KAS
83
Kestra Advisory Services
Texas
$45.5M -$5.97M -68,425 -11%
MCM
84
Mainstay Capital Management
Michigan
$45.4M -$57.9M -663,151 -54%
CNBT
85
Canandaigua National Bank & Trust
New York
$44.8M +$3.97M +45,506 +9%
DWM
86
Diversify Wealth Management
Utah
$44.1M +$9.49M +108,656 +25%
IWM
87
IHT Wealth Management
Illinois
$43.7M +$4.86M +55,617 +11%
LFPWM
88
Leicht Financial Planning & Wealth Management
New Jersey
$43.5M +$1.48M +17,005 +3%
PIA
89
Perennial Investment Advisors
California
$42.9M +$3.34M +38,227 +8%
MFG
90
Merit Financial Group
Georgia
$40M -$9.19M -105,322 -17%
GLA
91
Good Life Advisors
Pennsylvania
$39.2M +$9.68M +110,864 +29%
TC
92
Trilogy Capital
California
$37.6M -$416K -4,767 -1%
T
93
TrueFG
Texas
$37.6M +$318K +3,639 +0.8%
CC
94
Courier Capital
New York
$37.2M +$4.6M +52,683 +13%
RA
95
Rodgers & Associates
Pennsylvania
$37.2M -$588K -6,739 -1%
NA
96
Nottingham Advisors
New York
$36.9M -$12.3M -140,956 -24%
CA
97
CGN Advisors
Kansas
$36.2M -$1.44M -16,480 -4%
OC
98
Oarsman Capital
Wisconsin
$35.5M +$1.42M +16,241 +4%
BWM
99
Buska Wealth Management
Wisconsin
$35.5M +$1.35M +15,422 +4%
CF
100
Convergence Financial
Missouri
$33M -$156K -1,790 -0.4%

SPYG Hedge Fund Activity: Q1 2025 in Review

1,101 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2025, worth a combined $23.2B — down 25% from $31.1B a quarter earlier.

Sellers outnumbered buyers: 90 funds closed out of SPYG and 75 opened new positions — a net loss of 15 holders — while 418 trimmed existing stakes and 452 added.

The largest buyer was LPL Financial, adding an estimated $179M. The largest seller was Envestnet Asset Management, cutting an estimated $967M.

  • 1,101 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2025, down from 1,136 in Q4 2024.
  • Funds reported $23.2B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2025, down 25% quarter-over-quarter.
  • 75 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2025 and 90 closed out, a net change of -15 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2025 was LPL Financial, an estimated $179M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2025 was Envestnet Asset Management, an estimated $967M sold.

Based on aggregated 13F filings for Q1 2025.