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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
CF
201
Centaurus Financial
California
$13.2M +$519K +5,946 +4%
WI
202
WrapManager Inc
California
$13.1M +$65.4K +749 +0.5%
M&T Bank
203
M&T Bank
New York
$12.9M -$817K -9,359 -6%
GFG
204
Goldstone Financial Group
Illinois
$12.9M +$54.4K +623 +0.4%
PRI
205
Prepared Retirement Institute
Pennsylvania
$12.8M -$5.7M -65,290 -29%
LA
206
Lane & Associates
New Jersey
$12.7M +$891K +10,202 +7%
VPP
207
Vertex Planning Partners
Illinois
$12.6M +$309K +3,537 +2%
CF
208
CBM Financial
Texas
$12.5M +$12.2M +140,074 New
AI
209
Atria Investments
North Carolina
$12.5M -$42.3K -484 -0.3%
GAG
210
GM Advisory Group
New York
$12.4M +$1.75M +20,064 +15%
PC
211
Pecaut & Co
Iowa
$12.4M +$295K +3,381 +2%
CWM
212
Cornerstone Wealth Management
Missouri
$12.3M +$386K +4,424 +3%
FGAM
213
Financial Gravity Asset Management
Texas
$12.3M +$13.3M +152,547 New
AWA
214
Arete Wealth Advisors
Illinois
$12.2M +$938K +10,742 +8%
NC
215
NewSquare Capital
Pennsylvania
$12.2M +$12.4K +142 +0.1%
CAL
216
Capital Analysts LLC
Pennsylvania
$11.9M +$1.43M +16,325 +12%
MFG
217
Magnus Financial Group
New York
$11.9M +$318K +3,645 +3%
ORG
218
Optimist Retirement Group
Washington
$11.7M -$281K -3,216 -2%
ARC
219
Advisor Resource Council
Texas
$11.4M +$11.5M +132,196 +1,195%
WANY
220
Wealthspire Advisors (New York)
New York
$11.4M -$488K -5,591 -4%
Focus Partners Wealth
221
Focus Partners Wealth
Massachusetts
$11.4M -$283K -3,246 -2%
CWP
222
Concord Wealth Partners
Virginia
$11.2M +$114K +1,304 +0.9%
TCA
223
Transcend Capital Advisors
New Jersey
$11.1M +$3.7M +42,420 +44%
SOS
224
Silver Oak Securities
Tennessee
$11.1M -$131K -1,498 -1%
SFMG
225
Sage Financial Management Group
Virginia
$10.9M +$85.8K +983 +0.7%

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.