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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
BWG
151
Balanced Wealth Group
Ohio
$19.3M +$81.1M +1,165,022 +1,035%
DA
152
Drake & Associates
Wisconsin
$19.1M +$964K +13,847 +6%
BWM
153
Boyd Wealth Management
California
$19M +$9.26M +133,113 +105%
CWM
154
CCG Wealth Management
California
$18.8M +$1.56M +22,364 +10%
HSWS
155
Higgins & Schmidt Wealth Strategies
Colorado
$18.7M +$262K +3,768 +1%
HWM
156
Horizon Wealth Management
Illinois
$18.5M -$12.9M -185,393 -42%
GWM
157
Geneos Wealth Management
Colorado
$18.5M +$1.15M +16,453 +7%
WC
158
Waterloo Capital
Texas
$18.3M +$7.32M +105,159 +73%
KPWS
159
Kestra Private Wealth Services
Texas
$17.7M +$4.56M +65,537 +37%
Mirae Asset Global Investments
160
Mirae Asset Global Investments
South Korea
$17.7M +$14.2M +204,000 +542%
CWA
161
Choice Wealth Advisors
Maine
$17.6M -$963K -13,837 -5%
KA
162
Kozak & Associates
Colorado
$17.2M -$621K -8,916 -4%
DAS
163
Diversify Advisory Services
Utah
$17.2M +$16.3M +234,225 New
BOPW
164
Brandywine Oak Private Wealth
Pennsylvania
$17.1M +$1.07M +15,336 +7%
GVAG
165
Great Valley Advisor Group
Delaware
$16.9M +$797K +11,447 +5%
HA
166
Hofer & Associates
California
$16.8M +$205K +2,950 +1%
WMR
167
Wealth Management Resources
Rhode Island
$16.5M +$428K +6,150 +3%
VPP
168
Vertex Planning Partners
Illinois
$16.4M -$640K -9,191 -4%
CFD
169
Creative Financial Designs
Indiana
$16.3M +$15.1M +217,568 +3,756%
VC
170
Vicus Capital
Pennsylvania
$16.1M +$913K +13,118 +6%
SCTC
171
Sanibel Captiva Trust Company
Florida
$16.1M -$295K -4,233 -2%
FHC
172
First Heartland Consultants
Missouri
$16M -$719K -10,333 -4%
NL
173
Navalign LLC
California
$15.7M -$876K -12,584 -6%
DI
174
Diligent Investors
California
$15.7M -$109K -1,568 -0.7%
CWM
175
CarsonAllaria Wealth Management
Illinois
$15.5M +$1.87M +26,886 +15%

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.