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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
9WM
126
9258 Wealth Management
Ohio
$23.5M +$402K +5,775 +2%
VCP
127
Verus Capital Partners
Arizona
$23.3M +$400K +5,748 +2%
MAM
128
MMA Asset Management
Pennsylvania
$23.1M +$5.43M +78,017 +33%
PCIA
129
Prime Capital Investment Advisors
Kansas
$23.1M +$8.65M +124,232 +65%
CC
130
Courier Capital
New York
$23.1M +$408K +5,860 +2%
Truist Financial
131
Truist Financial
North Carolina
$22.4M +$782K +11,236 +4%
CCFM
132
Clear Creek Financial Management
Washington
$22.2M +$373K +5,356 +2%
WWM
133
Western Wealth Management
Colorado
$22.1M +$2.26M +32,428 +12%
CSPAM
134
Cary Street Partners Asset Management
Virginia
$21.7M -$2.61M -37,440 -11%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$21.5M +$3.22M +46,209 +19%
QIM
136
Quest Investment Management
Oregon
$21.5M -$1.48M -21,273 -7%
FGAM
137
Financial Gravity Asset Management
Texas
$21.5M -$117M -1,687,171 -84%
CA
138
CGN Advisors
Kansas
$21.4M +$2.9M +41,721 +17%
EFL
139
ERn Financial LLC
Wisconsin
$21.2M +$128K +1,838 +0.6%
MD
140
Money Design
Japan
$21.1M -$4.51M -64,814 -18%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$21.1M +$4.78M +68,708 +31%
JFA
142
JNBA Financial Advisors
Minnesota
$20.9M -$4.58M -65,773 -19%
WAM
143
WFA Asset Management
Wisconsin
$20.6M -$508K -7,300 -3%
GWAG
144
Garrett Wealth Advisory Group
Texas
$20.6M +$138K +1,984 +0.7%
M&T Bank
145
M&T Bank
New York
$20.4M -$1.11M -16,000 -5%
AT
146
Arden Trust
Delaware
$20.4M -$417K -5,988 -2%
SF
147
Symphony Financial
Texas
$20M +$3.42M +49,206 +22%
SFG
148
Sunburst Financial Group
Alabama
$19.7M +$1.47M +21,164 +9%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$6.72M +96,520 +56%
AWA
150
Alta Wealth Advisors
Massachusetts
$19.4M +$753K +10,820 +4%

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.