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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
FSA
326
Financial Services Advisory
Maryland
$5.34M -$19M -238,001 -79%
CAGAS
327
Capital Advisory Group Advisory Services
Minnesota
$5.31M +$148K +1,850 +3%
HIF
328
Hill Island Financial
Michigan
$5.26M -$91K -1,139 -2%
PA
329
PSI Advisors
Florida
$5.25M +$37.6K +471 +0.7%
BA
330
Bristlecone Advisors
Washington
$5.24M +$383K +4,797 +8%
TFA
331
Tobias Financial Advisors
Florida
$5.2M -$80.7K -1,010 -2%
IFG
332
Independent Financial Group
California
$5.08M +$394K +4,934 +9%
DWM
333
Darwin Wealth Management
Florida
$5.02M -$180K -2,252 -4%
LA
334
LexAurum Advisors
Kansas
$5.02M -$296K -3,707 -6%
CGFA
335
Colton Groome Financial Advisors
North Carolina
$4.97M -$61.1K -764 -1%
MSAM
336
Moloney Securities Asset Management
Missouri
$4.97M -$67.7K -847 -1%
TCMP
337
Thrive Capital Management (Pennsylvania)
Pennsylvania
$4.89M -$494K -6,176 -9%
UWM
338
USAdvisors Wealth Management
Minnesota
$4.89M -$227K -2,841 -5%
AMG
339
Asset Management Group
Connecticut
$4.85M -$53.2K -665 -1%
SWM
340
Spire Wealth Management
Virginia
$4.81M -$516K -6,451 -10%
UF
341
Univest Financial
Pennsylvania
$4.76M +$4.59M +57,399 New
EWM
342
Echo Wealth Management
Minnesota
$4.72M -$529K -6,616 -11%
Focus Partners Wealth
343
Focus Partners Wealth
Massachusetts
$4.56M -$6.28M -78,512 -59%
FIA
344
Foundations Investment Advisors
Arizona
$4.51M +$1.63M +20,429 +60%
DWS
345
Dynamic Wealth Strategies
California
$4.51M -$31.5K -394 -0.7%
RFA
346
Rollins Financial Advisors
New York
$4.5M -$395K -4,941 -8%
HGERS
347
Householder Group Estate & Retirement Specialist
Arizona
$4.46M +$50.6K +633 +1%
WA
348
Wambolt & Associates
Colorado
$4.46M +$179K +2,243 +4%
MCM
349
MidAtlantic Capital Management
Virginia
$4.28M -$26.4K -330 -0.6%
BCI
350
Brinker Capital Investments
Pennsylvania
$4.28M -$63.8M -797,851 -94%

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.