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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
LPL Financial
1
LPL Financial
California
$2.05B +$109M +1,561,590 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B -$55.7M -800,187 -4%
AF
3
Allworth Financial
California
$933M +$21.6M +310,361 +2%
Ameriprise
4
Ameriprise
Minnesota
$577M +$52.2M +750,186 +11%
HI
5
Horizon Investments
North Carolina
$544M +$47.5M +681,952 +10%
Morgan Stanley
6
Morgan Stanley
New York
$468M -$421M -6,053,517 -49%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$392M -$26.5M -380,769 -7%
EH
8
Equitable Holdings
New York
$370M +$15M +216,080 +4%
JP Morgan Chase
9
JP Morgan Chase
New York
$362M +$71M +1,019,994 +26%
VA
10
Valmark Advisers
Ohio
$359M +$356K +5,110 +0.1%
HWM
11
HB Wealth Management
Georgia
$295M +$16.6M +238,356 +6%
UBS Group
12
UBS Group
Switzerland
$269M +$2.56M +36,734 +1%
DWM
13
Dynasty Wealth Management
Florida
$263M +$250M +3,589,961 New
QWP
14
Quotient Wealth Partners
Texas
$253M +$43.2M +621,142 +22%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$252M +$32.2M +462,228 +16%
Bank of America
16
Bank of America
North Carolina
$218M -$58.7M -843,377 -22%
AA
17
Advisory Alpha
Michigan
$211M +$14.4M +206,571 +8%
OWM
18
Orgel Wealth Management
Wisconsin
$207M -$5.36M -76,942 -3%
PAG
19
Private Advisor Group
New Jersey
$200M +$18.7M +268,811 +11%
RA
20
RFG Advisory
Alabama
$192M +$358K +5,145 +0.2%
Carson Wealth (CWM LLC)
21
Carson Wealth (CWM LLC)
Nebraska
$178M +$52.1M +747,906 +45%
Osaic Holdings
22
Osaic Holdings
Arizona
$171M -$74.4M -1,068,943 -31%
WJA
23
Willis Johnson & Associates
Texas
$164M -$6.77M -97,338 -4%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$162M -$16.6M -238,665 -10%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$160M +$113M +1,619,888 +283%

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.