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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
IWP
301
IAG Wealth Partners
Wisconsin
$6.66M -$629K -8,420 -9%
WFPG
302
Waller Financial Planning Group
Ohio
$6.66M +$6.87K +92 +0.1%
CFG
303
Cooper Financial Group
California
$6.64M +$1.12M +14,943 +22%
JFG
304
JDM Financial Group
Texas
$6.51M +$159K +2,131 +3%
BBA
305
Braun-Bostich & Associates
Pennsylvania
$6.48M +$4.2M +56,184 +227%
BCG
306
Breakwater Capital Group
New Jersey
$6.47M +$348K +4,656 +6%
BAG
307
Bridgewealth Advisory Group
California
$6.47M +$585K +7,828 +11%
1IA
308
1834 Investment Advisors
Wisconsin
$6.47M +$422K +5,655 +8%
WP
309
WealthPLAN Partners
Nebraska
$6.46M -$32.6K -437 -0.5%
Two Sigma Investments
310
Two Sigma Investments
New York
$6.41M +$568K +7,600 +10%
WA
311
Win Advisors
Florida
$6.33M -$424K -5,672 -7%
PWM
312
Power Wealth Management
Georgia
$6.32M +$4.15M +55,617 +240%
GM
313
GeoWealth Management
Illinois
$6.3M -$6.99M -93,556 -54%
Cerity Partners
314
Cerity Partners
New York
$6.23M +$68K +910 +1%
CCAL
315
City Center Advisors LLC
Michigan
$6.22M
SIA
316
Soltis Investment Advisors
Utah
$6.17M +$3.38M +45,260 +143%
CAPTRUST Financial Advisors
317
CAPTRUST Financial Advisors
North Carolina
$6.11M +$246K +3,295 +5%
FC
318
Financial Council
Maryland
$6.1M +$440K +5,891 +8%
LFG
319
Larson Financial Group
Missouri
$6.05M +$1.09M +14,530 +24%
ODIJL
320
One Day In July LLC
Vermont
$6.01M +$11.5K +154 +0.2%
JF
321
Jump Financial
Illinois
$6M +$5.59M +74,858 New
MWM
322
Meridian Wealth Management
Kentucky
$6M +$5.59M +74,852 New
UCFA
323
United Capital Financial Advisors
Texas
$5.98M -$532K -7,117 -9%
SWMG
324
Sanchez Wealth Management Group
Florida
$5.94M +$665K +8,907 +14%
AI
325
Auour Investments
Massachusetts
$5.88M +$150K +2,006 +3%

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.