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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
AC
201
Avestar Capital
New York
$11.9M +$4.95M +71,173 +78%
OHIS
202
Oak Harvest Investment Services
Texas
$11.8M -$955K -13,720 -8%
OCM
203
One Capital Management
California
$11.7M -$15.1M -216,399 -57%
Citadel Advisors
204
Citadel Advisors
Florida
$11.7M +$1.47M +21,114 +15%
CWP
205
Concord Wealth Partners
Virginia
$11.6M -$1.36M -19,580 -11%
NECFA
206
New England Capital Financial Advisors
Connecticut
$11.6M -$48.2K -693 -0.4%
SIG
207
Sargent Investment Group
Maryland
$11.6M -$406K -5,830 -4%
NC
208
NewSquare Capital
Pennsylvania
$11.6M +$138K +1,988 +1%
RFS
209
Retirement Financial Solutions
Tennessee
$11.4M +$747K +10,739 +7%
ORG
210
Optimist Retirement Group
Washington
$11.4M -$870K -12,502 -7%
SXL
211
Summit X LLC
Missouri
$11.1M +$6.07M +87,276 +136%
CF
212
Centaurus Financial
California
$10.8M +$47.4K +681 +0.5%
CAL
213
Capital Analysts LLC
Pennsylvania
$10.5M +$751K +10,789 +8%
PC
214
Pecaut & Co
Iowa
$10.4M -$232K -3,339 -2%
PWP
215
PrairieView Wealth Partners
Illinois
$10.3M +$212K +3,045 +2%
MFG
216
Magnus Financial Group
New York
$10.3M -$147K -2,118 -1%
IRC
217
Investors Research Corp
Georgia
$10.2M +$335K +4,814 +4%
CWM
218
Cornerstone Wealth Management
Missouri
$9.92M +$236K +3,389 +3%
CAMV
219
Concord Asset Management (Virginia)
Virginia
$9.89M -$954K -13,711 -9%
FZCM
220
Flynn Zito Capital Management
New York
$9.82M +$491K +7,054 +6%
HPC
221
Hobart Private Capital
North Carolina
$9.47M +$4.82M +69,186 +115%
FSA
222
Financial Services Advisory
Maryland
$9.43M +$143K +2,053 +2%
LWMG
223
Levy Wealth Management Group
Pennsylvania
$9.41M
SFMG
224
Sage Financial Management Group
Virginia
$9.3M +$169K +2,435 +2%
USCWA
225
U.S. Capital Wealth Advisors
Texas
$9.29M +$2.14M +30,753 +32%

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.