ETF Inflows: SPLG and BAIG Experience Significant Growth

The SPDR Portfolio S&P 500 ETF saw a 1.1% increase in units outstanding with 11,550,000 units added. Nvidia and Microsoft are up 0.3% each. BAIG ETF added 10,000 units, a 40% increase in outstanding units.

The SPDR Portfolio S&P 500 ETF saw a notable increase in units outstanding, with 11,550,000 units added on September 2, 2025, marking a 1.1% rise [1]. This growth reflects the continued interest in the S&P 500 index, which has been bolstered by strong performance from major tech stocks.

Microsoft (MSFT) and Nvidia (NVDA) both saw a 0.3% increase in their stock prices on the same day. Microsoft's stock has been particularly robust, driven by a significant federal cloud deal with the U.S. government [1]. The company secured a $6 billion contract with the General Services Administration (GSA) under the OneGov cost-cutting initiative, which is expected to deliver $3.1 billion in savings during the first year alone. This deal positions Microsoft to capture more government IT spending as agencies modernize their technology infrastructure.

Nvidia, on the other hand, has been making strides in the AI semiconductor market. The company is a leading designer and supplier of AI chips and has seen growth in its custom silicon AI solutions [2]. However, Microsoft's federal cloud deal has been a significant factor in the tech sector, with Microsoft's stock outperforming the broader market and analysts projecting a 26% upside potential [1].

The BAIG ETF also saw a substantial increase, adding 10,000 units and marking a 40% increase in outstanding units on September 2, 2025. This growth indicates investor confidence in the broader technology sector and the potential for further expansion in AI and cloud computing markets.

References:
[1] https://moneycheck.com/microsoft-msft-stock-uncle-sams-6b-cloud-deal-beats-nvidia-for-top-pick/
[2] https://www.nasdaq.com/articles/zacks-investment-ideas-feature-highlights-broadcom-marvell-and-nvidia