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
BRWA
251
B. Riley Wealth Advisors
Florida
$9.07M -$1.6M -21,481 -16%
PWG
252
Portside Wealth Group
Utah
$9.03M +$2.6M +34,758 +45%
SFA
253
Sequoia Financial Advisors
Ohio
$8.85M -$1.17M -15,711 -12%
AFTS
254
American Financial & Tax Strategies
New York
$8.79M -$682K -9,137 -8%
AAS
255
Asset Allocation Strategies
Michigan
$8.78M +$672K +9,003 +9%
TC
256
TAGStone Capital
North Carolina
$8.75M +$125K +1,670 +2%
RWA
257
Rooted Wealth Advisors
Illinois
$8.73M +$563K +7,542 +7%
EWA
258
EverSource Wealth Advisors
Alabama
$8.49M +$568K +7,605 +8%
OPWM
259
Oxinas Partners Wealth Management
Indiana
$8.49M -$146K -1,950 -2%
WAP
260
Wealthcare Advisory Partners
Pennsylvania
$8.45M +$340K +4,557 +5%
AF
261
Apollon Financial
South Carolina
$8.39M -$54.9K -735 -0.7%
WFA
262
Wellspring Financial Advisors
Ohio
$8.36M -$440K -5,886 -5%
LF
263
LifePlan Financial
Minnesota
$8.27M -$424K -5,674 -5%
MW
264
Members Wealth
Pennsylvania
$8.01M +$6.29M +84,202 New
MPM
265
Meritage Portfolio Management
Kansas
$7.99M -$483K -6,462 -6%
AWA
266
Arete Wealth Advisors
Illinois
$7.97M +$2.33M +31,233 +46%
CWM
267
Collaborative Wealth Management
Florida
$7.84M -$335K -4,489 -4%
MSRI
268
Michael S. Ryan Inc
New York
$7.83M +$1.61M +21,566 +28%
TFA
269
Tranquilli Financial Advisor
New Jersey
$7.79M -$994K -13,310 -12%
FMP
270
Financial Management Professionals
Texas
$7.75M -$79.6K -1,066 -1%
AC
271
AIFG Consultants
New York
$7.71M -$382K -5,109 -5%
IPW
272
Intergy Private Wealth
Colorado
$7.54M -$51.6K -691 -0.7%
1SB
273
1ST Source Bank
Indiana
$7.47M -$752K -10,071 -10%
Mercer Global Advisors
274
Mercer Global Advisors
Colorado
$7.42M +$428K +5,725 +6%
FWM
275
Foguth Wealth Management
Michigan
$7.42M +$1.36M +18,194 +24%

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.