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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
HSWS
126
Higgins & Schmidt Wealth Strategies
Colorado
$25.9M +$404K +4,633 +1%
PCIA
127
Prime Capital Investment Advisors
Kansas
$25.6M +$8.88M +101,766 +47%
KA
128
Kozak & Associates
Colorado
$25.4M +$370K +4,234 +1%
WC
129
Waterloo Capital
Texas
$25.4M +$1.68M +19,211 +6%
MAM
130
MMA Asset Management
Pennsylvania
$25.2M +$1.27M +14,566 +5%
VCP
131
Verus Capital Partners
Arizona
$25M +$549K +6,290 +2%
SWP
132
Stratos Wealth Partners
Ohio
$24.4M -$4.96M -56,874 -16%
WMR
133
Wealth Management Resources
Rhode Island
$24.1M +$188K +2,153 +0.7%
HP
134
Hilltop Partners
Indiana
$23.7M +$14M +160,805 +120%
AWA
135
Alta Wealth Advisors
Massachusetts
$23.4M +$594K +6,807 +2%
GVAG
136
Great Valley Advisor Group
Delaware
$23.3M +$4.07M +46,660 +19%
GIA
137
Gladstone Institutional Advisory
Florida
$23.2M +$1.2M +13,694 +5%
BGC
138
Beutel, Goodman & Co
Ontario, Canada
$23.2M +$1.55M +17,790 +7%
AF
139
Abound Financial
California
$23.1M +$1.56M +17,849 +7%
CI
140
CX Institutional
Indiana
$22.7M +$5.39M +61,798 +28%
AWS
141
Atria Wealth Solutions
New York
$22.5M -$14.2M -163,102 -37%
BOPW
142
Brandywine Oak Private Wealth
Pennsylvania
$22.3M +$582K +6,670 +2%
ES
143
Eagle Strategies
New York
$22.3M +$1.52M +17,445 +7%
MWM
144
Modern Wealth Management
Kansas
$22.3M +$2.66M +30,486 +12%
BCM
145
Brookstone Capital Management
Illinois
$22.2M -$1.85M -21,217 -7%
QIM
146
Quest Investment Management
Oregon
$22.1M +$2.05M +23,501 +9%
Truist Financial
147
Truist Financial
North Carolina
$21.7M -$563K -6,445 -2%
Qube Research & Technologies (QRT)
148
Qube Research & Technologies (QRT)
United Kingdom
$21.7M +$23.5M +269,204 +109,433%
IWA
149
Inspirion Wealth Advisors
Illinois
$21.5M -$744K -8,521 -3%
CCFM
150
Clear Creek Financial Management
Washington
$21.4M +$393K +4,506 +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.