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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
LPL Financial
1
LPL Financial
California
$2.9B +$179M +2,047,648 +6%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.58B -$37.6M -430,339 -2%
AF
3
Allworth Financial
California
$901M -$89.9M -1,030,067 -8%
Ameriprise
4
Ameriprise
Minnesota
$702M +$50.9M +583,587 +7%
Morgan Stanley
5
Morgan Stanley
New York
$616M +$22.6M +259,039 +3%
EH
6
Equitable Holdings
New York
$476M +$32.2M +368,440 +7%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$463M -$967M -11,074,862 -66%
JP Morgan Chase
8
JP Morgan Chase
New York
$438M +$16M +183,095 +3%
VA
9
Valmark Advisers
Ohio
$381M +$9.52M +109,101 +2%
HWM
10
HB Wealth Management
Georgia
$372M +$13.4M +153,895 +3%
HI
11
Horizon Investments
North Carolina
$370M -$83.8M -960,290 -17%
TC
12
TownSquare Capital
Utah
$338M +$20.4M +233,536 +6%
UBS Group
13
UBS Group
Switzerland
$309M -$14.7M -168,329 -4%
DWM
14
Dynasty Wealth Management
Florida
$302M +$18.7M +214,211 +6%
Raymond James Financial
15
Raymond James Financial
Florida
$298M +$2.87M +32,903 +0.9%
OWM
16
Orgel Wealth Management
Wisconsin
$297M +$33.4M +382,969 +12%
QWP
17
Quotient Wealth Partners
Texas
$290M +$12.1M +138,358 +4%
Goldman Sachs
18
Goldman Sachs
New York
$270M +$16.6M +189,919 +6%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$270M -$26.8M -307,248 -8%
AA
20
Advisory Alpha
Michigan
$262M +$3.11M +35,676 +1%
RA
21
RFG Advisory
Alabama
$237M +$10.2M +117,093 +4%
Bank of America
22
Bank of America
North Carolina
$234M -$1.5M -17,126 -0.6%
PAG
23
Private Advisor Group
New Jersey
$229M -$12.3M -140,573 -5%
AWM
24
AE Wealth Management
Kansas
$195M +$8.72M +99,910 +4%
WJA
25
Willis Johnson & Associates
Texas
$188M -$4.75M -54,464 -2%

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.