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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
BWFA
101
Baltimore-Washington Financial Advisors
Maryland
$32.7M +$633K +7,247 +2%
EFL
102
ERn Financial LLC
Wisconsin
$32.7M -$597K -6,837 -2%
LGW
103
Leslie Global Wealth
Illinois
$32.4M +$2.69M +30,830 +8%
WCAMG
104
Woodard & Company Asset Management Group
North Carolina
$32.2M -$1.22M -14,002 -3%
SFP
105
Shepherd Financial Partners
Massachusetts
$32.1M +$31.7M +362,826 +977%
GWAG
106
Garrett Wealth Advisory Group
Texas
$32.1M +$1.31M +15,052 +4%
CF
107
Corebridge Financial
Texas
$31.2M +$19.5M +223,400 +136%
KFGK
108
Keystone Financial Group (Kentucky)
Kentucky
$30.4M -$562K -6,437 -2%
NB
109
Nicolet Bankshares
Wisconsin
$30.2M +$196K +2,250 +0.6%
WH
110
Whitcomb & Hess
Ohio
$29.9M -$411K -4,704 -1%
SFM
111
Signet Financial Management
New Jersey
$29.7M -$5.57M -63,820 -15%
IFPL
112
Investments & Financial Planning LLC
Kentucky
$29.7M -$321K -3,681 -1%
KPWS
113
Kestra Private Wealth Services
Texas
$29.2M +$1.09M +12,521 +4%
FAIM
114
Financial Advocates Investment Management
Washington
$28.9M -$1.13M -12,967 -3%
RA
115
Riversedge Advisors
Delaware
$28.9M -$286K -3,278 -0.9%
ACA
116
Aptus Capital Advisors
Alabama
$28.3M +$1.27M +14,591 +4%
DC
117
Destiny Capital
Colorado
$27.3M +$88.6K +1,015 +0.3%
TCM
118
Tradewinds Capital Management
Washington
$27.2M -$1.93M -22,082 -6%
SFG
119
Sunburst Financial Group
Alabama
$27.2M +$716K +8,202 +2%
CIM
120
Confluence Investment Management
Missouri
$27M +$11.5M +131,792 +64%
WWM
121
Western Wealth Management
Colorado
$26.8M +$2.96M +33,918 +11%
MD
122
Money Design
Japan
$26.8M +$6.63M +75,978 +30%
PCA
123
Prosperity Capital Advisors
Ohio
$26.8M -$3.62M -41,472 -11%
CFG
124
Citizens Financial Group
Rhode Island
$26.4M +$3.3M +37,853 +13%
NA
125
NewEdge Advisors
Louisiana
$26.4M +$478K +5,481 +2%

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.