We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

1,166 hedge funds and large institutions have $28.8B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 497 increasing their positions, 391 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more first-time investments, than exits

New positions opened: 131 | Existing positions closed: 39

132% more call options, than puts

Call options by funds: $32.4M | Put options by funds: $14M

27% more repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 391

24% more capital invested

Capital invested by funds: $23.2B → $28.8B (+$5.64B)

8% more funds holding in top 10

Funds holding in top 10: 187202 (+15)

6% more funds holding

Funds holding: 1,1011,166 (+65)

0.47% more ownership

Funds ownership: 76.04%76.51% (+0.47%)

Holders
1,166
Holders Change
+65
Holders Change %
+5.9%
% of All Funds
15.35%
Holding in Top 10
202
Holding in Top 10 Change
+15
Holding in Top 10 Change %
+8.02%
% of All Funds
2.66%
New
131
Increased
497
Reduced
391
Closed
39
Calls
$32.4M
Puts
$14M
Net Calls
+$18.5M
Net Calls Change
-$24.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$3.61B +$153M +1,787,487 +5%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.83B -$39.4M -459,362 -2%
AF
3
Allworth Financial
California
$1.08B +$11.2M +131,104 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$975M +$383M +4,470,135 +78%
Ameriprise
5
Ameriprise
Minnesota
$939M +$96M +1,120,425 +13%
Morgan Stanley
6
Morgan Stanley
New York
$783M +$47.4M +552,514 +7%
JP Morgan Chase
7
JP Morgan Chase
New York
$538M +$17M +198,401 +4%
HI
8
Horizon Investments
North Carolina
$537M +$87.7M +1,022,781 +22%
EH
9
Equitable Holdings
New York
$510M -$48.7M -568,010 -10%
VA
10
Valmark Advisers
Ohio
$438M -$13M -152,168 -3%
HWM
11
HB Wealth Management
Georgia
$416M -$36.2M -421,716 -9%
UBS Group
12
UBS Group
Switzerland
$406M +$36.4M +424,178 +11%
KIM
13
Kestra Investment Management
Texas
$385M +$189M +2,203,650 +101%
OWM
14
Orgel Wealth Management
Wisconsin
$371M +$17.4M +202,804 +5%
Raymond James Financial
15
Raymond James Financial
Florida
$365M +$9.6M +111,995 +3%
QWP
16
Quotient Wealth Partners
Texas
$346M +$1.2M +14,055 +0.4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$339M +$17.3M +202,089 +6%
Goldman Sachs
18
Goldman Sachs
New York
$336M +$14.2M +165,949 +5%
Bank of America
19
Bank of America
North Carolina
$327M +$44.3M +516,358 +18%
AA
20
Advisory Alpha
Michigan
$322M +$10.1M +117,839 +4%
DWM
21
Dynasty Wealth Management
Florida
$295M -$56.7M -660,964 -18%
AWM
22
AE Wealth Management
Kansas
$259M +$25.4M +295,892 +12%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$258M +$40.6M +473,327 +21%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$254M +$38.1M +444,626 +20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$241M +$52.2M +608,815 +32%

SPYG Hedge Fund Activity: Q2 2025 in Review

1,166 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2025, worth a combined $28.8B — up 24% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 131 funds opened new SPYG positions and 39 closed out — a net gain of 92 holders — while 497 added to existing stakes and 391 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $383M. The largest seller was TownSquare Capital, cutting an estimated $336M.

  • 1,166 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2025, up from 1,101 in Q1 2025.
  • Funds reported $28.8B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2025, up 24% quarter-over-quarter.
  • 131 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2025 and 39 closed out, a net change of +92 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2025 was Envestnet Asset Management, an estimated $383M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2025 was TownSquare Capital, an estimated $336M sold.

Based on aggregated 13F filings for Q2 2025.