We are live on ! Find out more
SPYG icon

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
SFM
101
Signet Financial Management
New Jersey
$29.6M +$536K +7,696 +2%
WH
102
Whitcomb & Hess
Ohio
$28.6M -$430K -6,183 -2%
IFPL
103
Investments & Financial Planning LLC
Kentucky
$28.4M -$26.9K -387 -0.1%
RA
104
Riversedge Advisors
Delaware
$27.5M +$16.7K +240 +0.1%
JCM
105
Jacobi Capital Management
Pennsylvania
$27.1M +$25.3M +363,490 +5,338%
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$27M -$249K -3,584 -1%
GLA
107
Good Life Advisors
Pennsylvania
$26.4M -$313K -4,497 -1%
CA
108
Cetera Advisors
Colorado
$26.2M +$19.8M +284,057 +383%
BWFA
109
Baltimore-Washington Financial Advisors
Maryland
$26.1M +$1.59M +22,911 +7%
HP
110
Hilltop Partners
Indiana
$26M +$15.6M +223,487 +170%
BGC
111
Beutel, Goodman & Co
Ontario, Canada
$25.8M -$1.4M -20,100 -5%
CF
112
Convergence Financial
Missouri
$25.7M +$68.7K +987 +0.3%
PFS
113
Prospera Financial Services
Texas
$25.6M -$400K -5,742 -2%
OC
114
Oarsman Capital
Wisconsin
$25.4M +$5.07M +72,867 +27%
BWM
115
Buska Wealth Management
Wisconsin
$25.3M +$24M +345,408 New
FAIM
116
Financial Advocates Investment Management
Washington
$25.1M +$1.3M +18,636 +6%
Creative Planning
117
Creative Planning
Kansas
$24.8M -$1.19M -17,074 -5%
WA
118
Waverly Advisors
Alabama
$24.7M +$11.8M +169,288 +101%
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$24.6M +$7.57M +108,807 +48%
IWA
120
Inspirion Wealth Advisors
Illinois
$24.2M -$780K -11,206 -3%
NA
121
NewEdge Advisors
Louisiana
$23.7M -$6.75M -97,002 -23%
AWS
122
Atria Wealth Solutions
New York
$23.6M +$918K +13,186 +4%
DC
123
Destiny Capital
Colorado
$23.5M -$315K -4,520 -1%
CWM
124
Cordatus Wealth Management
Pennsylvania
$23.5M -$167K -2,405 -0.7%
SWP
125
Stratos Wealth Partners
Ohio
$23.5M +$5.45M +78,343 +32%

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.