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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
BWP
1076
Bernardo Wealth Planning
Pennsylvania
$235K
RDWM
1077
Red Door Wealth Management
Tennessee
$234K +$32.8K +315 +15%
EW
1078
Evoke Wealth
California
$233K +$35.8K +344 +17%
DS
1079
DRW Securities
Illinois
$232K -$1.29M -12,409 -84%
BFA
1080
Bragg Financial Advisors
North Carolina
$232K +$246K +2,366 New
DWS
1081
Discipline Wealth Solutions
South Carolina
$230K -$18.6K -179 -7%
Calamos Advisors
1082
Calamos Advisors
Illinois
$228K
BTI
1083
Blue Trust Inc
Georgia
$227K -$10.4K -100 -4%
CAG
1084
Carroll Advisory Group
Texas
$225K -$148K -1,421 -38%
IWS
1085
Insight Wealth Strategies
California
$224K -$62.9K -604 -21%
RBFC
1086
Roman Butler Fullerton & Co
Missouri
$224K -$22K -211 -9%
WAM
1087
WNY Asset Management
New York
$224K +$238K +2,285 New
BWP
1088
Balboa Wealth Partners
Arizona
$221K
WIM
1089
Westside Investment Management
California
$220K +$46.2K +444 +25%
ORC
1090
O'Rourke & Company
Massachusetts
$219K -$56.8K -545 -20%
CRI
1091
Colonial River Investments
Virginia
$219K -$226K -2,166 -49%
FC
1092
Financial Consulate
Maryland
$217K -$96.8K -930 -30%
TWM
1093
Trueblood Wealth Management
Ohio
$216K +$104 +1 +0%
MWS
1094
MFA Wealth Services
California
$215K +$312 +3 +0.1%
GAM
1095
Gemmer Asset Management
California
$214K +$312 +3 +0.1%
RF
1096
Rossby Financial
Florida
$213K +$218K +2,089 +3,482%
WWC
1097
Waypoint Wealth Counsel
Georgia
$213K
AFG
1098
Altiora Financial Group
Ohio
$211K +$225K +2,158 New
SFG
1099
SageGuard Financial Group
Tennessee
$211K -$5.42K -52 -2%
AWA
1100
ARQ Wealth Advisors
Arizona
$211K

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.