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State Street SPDR Portfolio S&P 500 Growth ETF

1,315 hedge funds and large institutions have $31.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2026 Q1 according to their latest regulatory filings, with 95 funds opening new positions, 552 increasing their positions, 480 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $29.8M | Put options by funds: $13.3M

15% more repeat investments, than reductions

Existing positions increased: 552 | Existing positions reduced: 480

1% less funds holding in top 10

Funds holding in top 10: 215213 (-2)

2% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 97

1.02% less ownership

Funds ownership: 77.7%76.68% (-1%)

2% less funds holding

Funds holding: 1,3411,315 (-26)

10% less capital invested

Capital invested by funds: $35.2B → $31.7B (-$3.53B)

Holders
1,315
Holders Change
-26
Holders Change %
-1.94%
% of All Funds
16.18%
Holding in Top 10
213
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-0.93%
% of All Funds
2.62%
New
95
Increased
552
Reduced
480
Closed
97
Calls
$29.8M
Puts
$13.3M
Net Calls
+$16.5M
Net Calls Change
-$1.63M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1051
Sound Income Strategies
Florida
$254K +$33.5K +322 +14%
FCFC
1052
First Citizens Financial Corp
Iowa
$252K
SMC
1053
Smith, Moore & Co
Missouri
$251K +$5.83K +56 +2%
PFBT
1054
Parkside Financial Bank & Trust
Missouri
$250K -$7.08K -68 -3%
CIBC World Market
1055
CIBC World Market
Ontario, Canada
$250K +$25.9K +249 +11%
PFM
1056
Phillips Financial Management
Indiana
$249K
LBC
1057
Lane Brothers & Co
Arizona
$248K -$25.6K -246 -9%
SP
1058
Sequent Planning
Nebraska
$247K +$38.9K +374 +17%
NFG
1059
Northbridge Financial Group
Florida
$247K -$115K -1,101 -32%
MAM
1060
Mainsail Asset Management
Alabama
$246K
SWGC
1061
Summit Wealth Group (Colorado)
Colorado
$246K +$1.04K +10 +0.4%
SFS
1062
Sowell Financial Services
Arkansas
$246K -$12.9K -124 -5%
XWM
1063
Xcel Wealth Management
Florida
$243K +$29.9K +287 +13%
BBHC
1064
Brown Brothers Harriman & Co
New York
$242K -$6.67K -64 -3%
GB
1065
Goepper Burkhardt
South Carolina
$242K -$2.08K -20 -0.8%
AWP
1066
Accretive Wealth Partners
New Jersey
$242K +$257K +2,469 New
TPCW
1067
TD Private Client Wealth
New York
$242K -$27.1K -260 -10%
CT
1068
Colonial Trust
South Carolina
$240K -$11.7K -112 -4%
BOSSRA
1069
B.O.S.S. Retirement Advisors
Utah
$239K -$137K -1,316 -35%
CWMK
1070
Caliber Wealth Management (Kansas)
Kansas
$239K
GWANC
1071
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K
AWMI
1072
Aegis Wealth Management (Iowa)
Iowa
$238K -$355K -3,408 -58%
SWMP
1073
Signature Wealth Management Partners
New Jersey
$238K +$104 +1 +0%
JFGIW
1074
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$236K
SWA
1075
Sax Wealth Advisors
New Jersey
$236K

SPYG Hedge Fund Activity: Q1 2026 in Review

1,315 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q1 2026, worth a combined $31.7B — down 10% from $35.2B a quarter earlier.

Sellers outnumbered buyers: 97 funds closed out of SPYG and 95 opened new positions — a net loss of 2 holders — while 480 trimmed existing stakes and 552 added.

The largest buyer was Independent Advisor Alliance, adding an estimated $189M. The largest seller was Morgan Stanley, cutting an estimated $695M.

  • 1,315 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q1 2026, down from 1,341 in Q4 2025.
  • Funds reported $31.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q1 2026, down 10% quarter-over-quarter.
  • 95 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q1 2026 and 97 closed out, a net change of -2 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q1 2026 was Independent Advisor Alliance, an estimated $189M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q1 2026 was Morgan Stanley, an estimated $695M sold.

Based on aggregated 13F filings for Q1 2026.