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
BFG
176
Buttonwood Financial Group
Missouri
$15.4M +$7.22M +103,742 +97%
CIC
177
Carnegie Investment Counsel
Ohio
$15.4M -$288K -4,132 -2%
AssetMark Inc
178
AssetMark Inc
California
$15M +$4.79M +68,867 +51%
BMMM
179
Boston Mountain Money Management
Arkansas
$14.9M +$14.2M +204,205 New
WFA
180
Wells Financial Advisors
Massachusetts
$14.8M +$83.5K +1,199 +0.6%
PCA
181
Prosperity Capital Advisors
Ohio
$14.8M +$13.7M +196,420 +3,629%
PRI
182
Prepared Retirement Institute
Pennsylvania
$14.6M +$712K +10,223 +5%
HFS
183
Horizon Financial Services
North Carolina
$14.5M +$83.9K +1,205 +0.6%
SMF
184
Sterling Manor Financial
New York
$14.4M +$727K +10,443 +6%
HG
185
Harbor Group
New Hampshire
$13.9M +$557K +8,002 +4%
OL
186
Optas LLC
Texas
$13.9M -$638K -9,172 -5%
WI
187
WrapManager Inc
California
$13.8M +$3.53M +50,687 +37%
TFCP
188
Twin Focus Capital Partners
Massachusetts
$13.7M +$1.11M +15,933 +9%
CIA
189
Concurrent Investment Advisors
Florida
$13.7M -$310K -4,455 -2%
CI
190
CX Institutional
Indiana
$13.5M +$3.43M +49,299 +36%
TWP
191
Tower Wealth Partners
Pennsylvania
$13.4M +$194K +2,783 +2%
MFA
192
Millington Financial Advisors
Illinois
$13.3M +$192K +2,754 +2%
GRP
193
Global Retirement Partners
California
$13.2M +$2.62M +37,691 +26%
PWPS
194
Pinnacle Wealth Planning Services
Ohio
$13M +$23.5K +337 +0.2%
GM
195
GeoWealth Management
Illinois
$12.6M +$11.7M +168,236 +4,329%
AI
196
Atria Investments
North Carolina
$12.4M +$5.69M +81,722 +93%
MWM
197
McNaughton Wealth Management
California
$12.3M -$65K -934 -0.6%
DWM
198
Dakota Wealth Management
Florida
$12M +$1.31M +18,864 +13%
GIA
199
GHP Investment Advisors
Colorado
$12M -$79.3K -1,139 -0.7%
WANY
200
Wealthspire Advisors (New York)
New York
$12M -$896K -12,870 -7%

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.