We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

1,019 hedge funds and large institutions have $22.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 327 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $3.16M

215% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 40

31% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 327

18% more capital invested

Capital invested by funds: $19.3B → $22.7B (+$3.43B)

15% more funds holding in top 10

Funds holding in top 10: 168193 (+25)

7% more funds holding

Funds holding: 9481,019 (+71)

0.97% more ownership

Funds ownership: 78.08%79.06% (+0.97%)

Holders
1,019
Holders Change
+71
Holders Change %
+7.49%
% of All Funds
14.72%
Holding in Top 10
193
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+14.88%
% of All Funds
2.79%
New
126
Increased
428
Reduced
327
Closed
40
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
226
PrairieView Wealth Partners
Illinois
$11.3M -$15.2K -204 -0.1%
LWMG
227
Levy Wealth Management Group
Pennsylvania
$11.2M -$328K -4,391 -3%
FZCM
228
Flynn Zito Capital Management
New York
$11.1M +$345K +4,617 +3%
CWM
229
Cornerstone Wealth Management
Missouri
$11.1M +$183K +2,448 +2%
SOS
230
Silver Oak Securities
Tennessee
$11.1M +$1.5M +20,061 +17%
CAM
231
Cobblestone Asset Management
Virginia
$10.8M +$3.4M +45,507 +51%
Focus Partners Wealth
232
Focus Partners Wealth
Massachusetts
$10.7M +$6.97M +93,327 +233%
ASN
233
Advisory Services Network
Georgia
$10.5M +$648K +8,675 +7%
CAMV
234
Concord Asset Management (Virginia)
Virginia
$10.5M -$343K -4,596 -3%
CWA
235
Centennial Wealth Advisory
Michigan
$10.4M +$5.73M +76,775 +144%
SFMG
236
Sage Financial Management Group
Virginia
$10.2M +$12.3K +165 +0.1%
GFG
237
Goldstone Financial Group
Illinois
$10.1M +$1.24M +16,636 +15%
IWN
238
Independent Wealth Network
Iowa
$10M +$457K +6,117 +5%
MPW
239
Melone Private Wealth
Michigan
$10M +$72.7K +973 +0.8%
TFA
240
TPG Financial Advisors
Oregon
$10M +$9.32M +124,777 New
SP
241
Stonebrook Private
Michigan
$9.94M +$4.63M +61,964 +100%
DAS
242
Diversify Advisory Services
Utah
$9.93M -$8.58M -114,858 -49%
SWM
243
SigFig Wealth Management
California
$9.9M +$7.27M +97,334 +372%
SAM
244
Sequent Asset Management
Texas
$9.77M
PA
245
Probity Advisors
Texas
$9.72M +$773K +10,353 +9%
QC
246
Quent Capital
New York
$9.59M +$147K +1,971 +2%
AAS
247
Avantax Advisory Services
Texas
$9.57M +$2.06M +27,622 +30%
FIM
248
Freedom Investment Management
Connecticut
$9.47M -$592K -7,924 -6%
GG
249
GenWealth Group
New Jersey
$9.41M -$104K -1,398 -1%
SF
250
Summit Financial
New Jersey
$9.16M +$1.46M +19,548 +21%

SPYG Hedge Fund Activity: Q2 2024 in Review

1,019 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2024, worth a combined $22.7B — up 18% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SPYG positions and 40 closed out — a net gain of 86 holders — while 428 added to existing stakes and 327 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $501M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 1,019 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2024, up from 948 in Q1 2024.
  • Funds reported $22.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2024 and 40 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $501M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2024.