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State Street SPDR Portfolio S&P 500 Growth ETF

1,019 hedge funds and large institutions have $22.5B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 397 increasing their positions, 400 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more call options, than puts

Call options by funds: $33M | Put options by funds: $16.8M

24% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 66

0% more funds holding

Funds holding: 1,0191,019 (0)

1% less repeat investments, than reductions

Existing positions increased: 397 | Existing positions reduced: 400

1% less capital invested

Capital invested by funds: $22.7B → $22.5B (-$244M)

3.32% less ownership

Funds ownership: 79.06%75.73% (-3.3%)

7% less funds holding in top 10

Funds holding in top 10: 193179 (-14)

Holders
1,019
Holders Change
Holders Change %
0%
% of All Funds
14.63%
Holding in Top 10
179
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-7.25%
% of All Funds
2.57%
New
82
Increased
397
Reduced
400
Closed
66
Calls
$33M
Puts
$16.8M
Net Calls
+$16.1M
Net Calls Change
-$17.5M
Name Holding Trade Value Shares
Change
Change in
Stake
PWG
226
Portside Wealth Group
Utah
$10.2M +$817K +10,222 +9%
CAM
227
Cobblestone Asset Management
Virginia
$10.2M -$979K -12,243 -9%
CWA
228
Centennial Wealth Advisory
Michigan
$9.99M -$763K -9,542 -7%
GG
229
GenWealth Group
New Jersey
$9.78M +$29.4K +368 +0.3%
TFA
230
Tranquilli Financial Advisor
New Jersey
$9.73M +$1.66M +20,823 +22%
IWN
231
Independent Wealth Network
Iowa
$9.72M -$636K -7,956 -6%
SAM
232
Sequent Asset Management
Texas
$9.68M -$412K -5,156 -4%
FWM
233
Foguth Wealth Management
Michigan
$9.68M +$1.9M +23,829 +26%
SAW
234
Signal Advisors Wealth
Michigan
$9.67M +$7.78M +97,294 +503%
MWPCG
235
Measured Wealth Private Client Group
New Hampshire
$9.67M -$24.1M -301,969 -72%
QC
236
Quent Capital
New York
$9.56M -$352K -4,410 -4%
LA
237
Lane & Associates
New Jersey
$9.37M +$4.63M +57,919 +105%
AAS
238
Asset Allocation Strategies
Michigan
$9.32M +$222K +2,779 +3%
FIM
239
Freedom Investment Management
Connecticut
$9.29M -$486K -6,086 -5%
TC
240
TAGStone Capital
North Carolina
$9.2M +$136K +1,696 +2%
AAS
241
Avantax Advisory Services
Texas
$9.1M -$773K -9,674 -8%
PAS
242
Park Avenue Securities
New York
$9.02M -$29.2M -365,753 -77%
AFTS
243
American Financial & Tax Strategies
New York
$8.67M -$411K -5,137 -5%
AF
244
Apollon Financial
South Carolina
$8.65M -$32.9K -412 -0.4%
GAG
245
GM Advisory Group
New York
$8.64M +$946K +11,839 +13%
WAP
246
Wealthcare Advisory Partners
Pennsylvania
$8.57M -$168K -2,102 -2%
NFC
247
Northeast Financial Consultants
Connecticut
$8.53M +$850K +10,634 +12%
WFA
248
Wellspring Financial Advisors
Ohio
$8.53M +$11.3M +140,911 +135%
PA
249
PFG Advisors
Arizona
$8.5M +$7.31M +91,459 +828%
OPWM
250
Oxinas Partners Wealth Management
Indiana
$8.47M -$304K -3,798 -4%

SPYG Hedge Fund Activity: Q3 2024 in Review

1,019 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q3 2024, worth a combined $22.5B — down 1.1% from $22.7B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new SPYG positions and 66 closed out — a net gain of 16 holders — while 397 added to existing stakes and 400 trimmed.

The largest buyer was LPL Financial, adding an estimated $108M. The largest seller was Envestnet Asset Management, cutting an estimated $479M.

  • 1,019 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $22.5B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q3 2024, down 1.1% quarter-over-quarter.
  • 82 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q3 2024 and 66 closed out, a net change of +16 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q3 2024 was LPL Financial, an estimated $108M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $479M sold.

Based on aggregated 13F filings for Q3 2024.