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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
TCA
276
Transcend Capital Advisors
New Jersey
$7.44M +$257K +3,212 +4%
PWH
277
Priebe Wealth Holdings
Minnesota
$7.44M -$170K -2,125 -2%
AFP
278
Ausdal Financial Partners
Iowa
$7.43M +$1.61M +20,138 +29%
RZH
279
Relyea Zuckerberg Hanson
Connecticut
$7.41M -$128K -1,600 -2%
MWM
280
Marion Wealth Management
Pennsylvania
$7.37M +$225K +2,811 +3%
OAM
281
Occidental Asset Management
California
$7.35M +$76.8K +961 +1%
BAG
282
Bridgewealth Advisory Group
California
$7.35M +$631K +7,895 +10%
CFGF
283
Compass Financial Group (Florida)
Florida
$7.34M +$92.6K +1,158 +1%
Rockefeller Capital Management
284
Rockefeller Capital Management
New York
$7.3M +$2.35M +29,438 +50%
HI
285
Harbour Investments
Wisconsin
$7.22M -$110K -1,379 -2%
GRP
286
Global Retirement Partners
California
$7.19M -$8.16M -102,026 -54%
TFGT
287
TS Financial Group (TSFG)
Illinois
$7.07M +$6.63K +83 +0.1%
USCWA
288
U.S. Capital Wealth Advisors
Texas
$7.06M -$6.66M -83,380 -49%
WFPG
289
Waller Financial Planning Group
Ohio
$7.05M +$159K +1,984 +2%
PTC
290
Private Trust Company
Ohio
$7.05M -$142K -1,771 -2%
RW
291
Regimen Wealth
Georgia
$7.05M -$167K -2,087 -2%
FCMT
292
Founders Capital Management (Texas)
Texas
$7.03M +$118K +1,475 +2%
KFI
293
Key Financial Inc
Pennsylvania
$6.98M -$39.6K -496 -0.6%
CCAL
294
City Center Advisors LLC
Michigan
$6.89M -$162K -2,031 -2%
MWA
295
Motive Wealth Advisors
Michigan
$6.75M
WP
296
WealthPLAN Partners
Nebraska
$6.63M -$56.8K -711 -0.9%
SIA
297
Soltis Investment Advisors
Utah
$6.57M +$178K +2,233 +3%
ACA
298
Affinity Capital Advisors
California
$6.53M -$623K -7,800 -9%
TW
299
TritonPoint Wealth
Maryland
$6.52M -$657K -8,223 -9%
FC
300
Financial Council
Maryland
$6.5M +$170K +2,130 +3%

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.