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 $22.5B 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
MPM
251
Meritage Portfolio Management
Kansas
$8.4M +$132K +1,654 +2%
EWA
252
EverSource Wealth Advisors
Alabama
$8.39M -$503K -6,292 -6%
LF
253
LifePlan Financial
Minnesota
$8.39M -$162K -2,023 -2%
CWM
254
Collaborative Wealth Management
Florida
$8.38M +$257K +3,211 +3%
SA
255
Shilanski & Associates
Alaska
$8.25M +$7.95M +99,461 New
SFA
256
Sequoia Financial Advisors
Ohio
$8.18M -$952K -11,906 -11%
MSRI
257
Michael S. Ryan Inc
New York
$8.14M +$36.3K +454 +0.5%
PWM
258
Power Wealth Management
Georgia
$8.02M +$1.43M +17,887 +23%
Baird Financial Group
259
Baird Financial Group
Wisconsin
$7.9M +$504K +6,303 +7%
PPWM
260
PFG Private Wealth Management
Florida
$7.88M +$426K +5,335 +6%
BWM
261
BCS Wealth Management
Tennessee
$7.86M +$523K +6,549 +7%
AWA
262
Arete Wealth Advisors
Illinois
$7.84M -$310K -3,873 -4%
IPW
263
Intergy Private Wealth
Colorado
$7.78M -$16K -200 -0.2%
PCMC
264
Planning Capital Management Corporation
Pennsylvania
$7.75M +$285K +3,565 +4%
AC
265
AIFG Consultants
New York
$7.73M -$235K -2,937 -3%
1SB
266
1ST Source Bank
Indiana
$7.69M -$33.3K -417 -0.4%
BPA
267
Beacon Pointe Advisors
California
$7.69M +$2.61M +32,604 +54%
GWM
268
Gibbs Wealth Management
Georgia
$7.65M +$2.24M +28,021 +44%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$7.64M -$1.05M -13,096 -12%
FMP
270
Financial Management Professionals
Texas
$7.62M -$384K -4,806 -5%
SWMG
271
Sanchez Wealth Management Group
Florida
$7.57M +$1.37M +17,105 +23%
1IA
272
1834 Investment Advisors
Wisconsin
$7.55M +$827K +10,351 +13%
AWM
273
Avior Wealth Management
Nebraska
$7.55M -$17.3K -217 -0.2%
OPPS
274
Obsidian Personal Planning Solutions
Maryland
$7.51M +$453K +5,670 +7%
BCG
275
Breakwater Capital Group
New Jersey
$7.47M +$746K +9,335 +12%

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.