We are live on ! Find out more
SPYG icon

State Street SPDR Portfolio S&P 500 Growth ETF

1,136 hedge funds and large institutions have $31.1B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 431 increasing their positions, 375 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $107M | Put options by funds: $8.4M

296% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 48

38% more capital invested

Capital invested by funds: $22.5B → $31.1B (+$8.57B)

17% more funds holding in top 10

Funds holding in top 10: 179210 (+31)

15% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 375

11% more funds holding

Funds holding: 1,0191,136 (+117)

4.06% more ownership

Funds ownership: 75.73%79.79% (+4.1%)

Holders
1,136
Holders Change
+117
Holders Change %
+11.48%
% of All Funds
14.96%
Holding in Top 10
210
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.32%
% of All Funds
2.77%
New
190
Increased
431
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TW
326
Transform Wealth
Colorado
$6.37M +$49.9K +577 +0.8%
CAPTRUST Financial Advisors
327
CAPTRUST Financial Advisors
North Carolina
$6.36M -$146K -1,686 -2%
DWM
328
DecisionMap Wealth Management
Virginia
$6.36M +$6.25M +72,332 New
WWA
329
Wealth Watch Advisors
Colorado
$6.35M +$6.24M +72,204 New
DWM
330
Denver Wealth Management
Colorado
$6.23M -$18.5K -214 -0.3%
BBA
331
Braun-Bostich & Associates
Pennsylvania
$6.16M -$266K -3,074 -4%
SAI
332
Systematic Alpha Investments
New Jersey
$6.15M
ODIJL
333
One Day In July LLC
Vermont
$6.15M -$367K -4,253 -6%
PWP
334
PrairieView Wealth Partners
Illinois
$6.14M -$156K -1,802 -3%
ST
335
Sabal Trust
Florida
$6.14M
Cerity Partners
336
Cerity Partners
New York
$6.1M -$705K -8,156 -11%
MA
337
MONECO Advisors
Connecticut
$6.06M +$3.03M +35,119 +104%
MWA
338
Motive Wealth Advisors
Michigan
$6.04M -$1.34M -15,494 -18%
ASN
339
Advisory Services Network
Georgia
$5.93M -$5.46M -63,152 -48%
OAM
340
Oppenheimer Asset Management
New York
$5.85M +$162K +1,874 +3%
SWA
341
Stratos Wealth Advisors
Ohio
$5.78M +$52.4K +606 +0.9%
BA
342
Bristlecone Advisors
Washington
$5.75M +$201K +2,323 +4%
UCFA
343
United Capital Financial Advisors
Texas
$5.74M -$503K -5,827 -8%
IFG
344
Independent Financial Group
California
$5.73M +$344K +3,986 +7%
MWM
345
Meridian Wealth Management
Kentucky
$5.72M -$532K -6,156 -9%
PFG
346
PAX Financial Group
Texas
$5.68M -$65.1K -753 -1%
UF
347
Univest Financial
Pennsylvania
$5.66M +$605K +7,001 +12%
PA
348
PSI Advisors
Florida
$5.61M +$42.6K +493 +0.8%
UAG
349
United Advisor Group
Ohio
$5.52M +$1.91M +22,110 +54%
GA
350
GoalVest Advisory
New York
$5.48M -$264K -3,057 -5%

SPYG Hedge Fund Activity: Q4 2024 in Review

1,136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2024, worth a combined $31.1B — up 38% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new SPYG positions and 48 closed out — a net gain of 142 holders — while 431 added to existing stakes and 375 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $929M. The largest seller was Allworth Financial, cutting an estimated $80.3M.

  • 1,136 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2024, up from 1,019 in Q3 2024.
  • Funds reported $31.1B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 190 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2024 and 48 closed out, a net change of +142 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $929M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2024 was Allworth Financial, an estimated $80.3M sold.

Based on aggregated 13F filings for Q4 2024.