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
SWM
351
Spire Wealth Management
Virginia
$5.44M +$335K +3,875 +7%
TFA
352
Tobias Financial Advisors
Florida
$5.43M -$76.7K -888 -1%
SHJ
353
Sharkey, Howes & Javer
Colorado
$5.43M +$1.13M +13,091 +27%
LA
354
LexAurum Advisors
Kansas
$5.36M +$40.4K +468 +0.8%
NCFG
355
New Century Financial Group
New Jersey
$5.33M +$2.28M +26,442 +80%
HIF
356
Hill Island Financial
Michigan
$5.24M -$330K -3,818 -6%
AMG
357
Asset Management Group
Connecticut
$5.13M -$9.42K -109 -0.2%
SIA
358
Soltis Investment Advisors
Utah
$5.07M -$1.86M -21,561 -27%
BPA
359
Beacon Pointe Advisors
California
$5.05M -$3.04M -35,163 -38%
MSAM
360
Moloney Securities Asset Management
Missouri
$5.03M -$230K -2,657 -4%
PBF
361
Petix & Botte Financial
California
$5M +$4.92M +56,892 New
GWAM
362
Guardian Wealth Advisors (Minnesota)
Minnesota
$4.99M +$2.99M +34,649 +156%
HSBC Holdings
363
HSBC Holdings
United Kingdom
$4.94M +$4.86M +56,249 New
Lido Advisors
364
Lido Advisors
California
$4.87M +$2.02M +23,328 +73%
EWM
365
Echo Wealth Management
Minnesota
$4.81M -$136K -1,569 -3%
PFA
366
Pinnacle Family Advisors
Missouri
$4.78M +$2.09M +24,152 +80%
DWS
367
Dynamic Wealth Strategies
California
$4.76M -$13.1K -152 -0.3%
RFA
368
Rollins Financial Advisors
New York
$4.73M -$30.1K -348 -0.6%
AFG
369
ABLE Financial Group
Arizona
$4.73M +$375K +4,335 +9%
WAOI
370
Wealth Advisors of Iowa
Iowa
$4.7M +$1.46M +16,914 +46%
UWM
371
USAdvisors Wealth Management
Minnesota
$4.69M -$508K -5,882 -10%
Bank Julius Baer & Co
372
Bank Julius Baer & Co
Switzerland
$4.69M +$4.11M +47,617 +6,595%
DWM
373
Darwin Wealth Management
Florida
$4.68M -$626K -7,248 -12%
CGFA
374
Colton Groome Financial Advisors
North Carolina
$4.68M -$579K -6,700 -11%
SNWA
375
Siligmueller & Norvid Wealth Advisors
Illinois
$4.56M +$4.48M +51,885 New

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.