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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
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$43.9M +$1.42M +13,683 +3%
HSBC Holdings
102
HSBC Holdings
United Kingdom
$43.9M +$7.22M +69,377 +18%
KPWS
103
Kestra Private Wealth Services
Texas
$43.8M +$4.89M +46,918 +12%
AAS
104
Ameritas Advisory Services
Nebraska
$41.9M -$1.54M -14,786 -3%
NA
105
Nottingham Advisors
New York
$41.8M +$3.08M +29,580 +7%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$41.4M +$565K +5,425 +1%
NA
107
NewEdge Advisors
Louisiana
$41.1M +$9.74M +93,578 +29%
GWAG
108
Garrett Wealth Advisory Group
Texas
$40M +$865K +8,304 +2%
SFP
109
Shepherd Financial Partners
Massachusetts
$39.7M +$2.42M +23,198 +6%
GVAG
110
Great Valley Advisor Group
Delaware
$39M +$6.75M +64,831 +19%
RIM
111
Redwood Investment Management
Arizona
$38.6M +$6.06M +58,164 +17%
GWM
112
Gibbs Wealth Management
Georgia
$38.6M +$23.5M +225,437 +134%
WWM
113
Western Wealth Management
Colorado
$38.4M +$1.55M +14,887 +4%
TF
114
TLWM Financial
Texas
$38M +$17.1M +163,779 +73%
WFPG
115
Waller Financial Planning Group
Ohio
$37.7M +$3.27M +31,401 +9%
Two Sigma Investments
116
Two Sigma Investments
New York
$37.5M +$39.9M +383,400 New
KFGK
117
Keystone Financial Group (Kentucky)
Kentucky
$37.5M +$3.43M +32,923 +9%
ACA
118
Aptus Capital Advisors
Alabama
$37.4M +$1.1M +10,544 +3%
Wealth Enhancement Advisory Services
119
Wealth Enhancement Advisory Services
Minnesota
$37.4M -$18.2M -174,988 -32%
DC
120
Destiny Capital
Colorado
$37.3M +$653K +6,267 +2%
SWP
121
Stratos Wealth Partners
Ohio
$37.2M +$912K +8,760 +2%
EFL
122
ERn Financial LLC
Wisconsin
$36.5M -$745K -7,153 -2%
IFPL
123
Investments & Financial Planning LLC
Kentucky
$35.7M +$565K +5,424 +2%
DA
124
Drake & Associates
Wisconsin
$34.8M +$4.68M +44,932 +14%
SFG
125
Sunburst Financial Group
Alabama
$34.8M +$952K +9,140 +3%

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.