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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
RFN
401
RDA Financial Network
Iowa
$3.4M +$488K +6,532 +18%
GWSG
402
GPS Wealth Strategies Group
Colorado
$3.39M -$410K -5,488 -11%
GWA
403
Gratus Wealth Advisors
Virginia
$3.37M -$50.6K -677 -2%
FNWA
404
Financial Network Wealth Advisors
Utah
$3.37M +$750K +10,044 +31%
TW
405
Towerpoint Wealth
California
$3.36M -$92.5K -1,238 -3%
ST
406
Sabal Trust
Florida
$3.32M +$996K +13,335 +47%
CI
407
Cavalier Investments
Georgia
$3.3M +$448K +6,000 +17%
UAG
408
United Advisor Group
Ohio
$3.24M +$1.24M +16,619 +70%
ISB
409
Iowa State Bank
Iowa
$3.23M -$33.9K -454 -1%
CRI
410
Colonial River Investments
Virginia
$3.22M +$3M +40,149 New
BHBT
411
Burke & Herbert Bank & Trust
Virginia
$3.15M +$143K +1,921 +5%
SB
412
Strategic Blueprint
Georgia
$3.09M +$1.43M +19,202 +99%
ETIA
413
Epic Trust Investment Advisors
Washington
$3.07M -$26.2K -351 -0.9%
CA
414
Continuum Advisory
Idaho
$3.04M +$307K +4,104 +12%
SFS
415
Sowell Financial Services
Arkansas
$3M +$320K +4,278 +13%
AIM
416
Aspen Investment Management
Michigan
$2.98M +$25.4K +340 +0.9%
MWC
417
MBM Wealth Consultants
Missouri
$2.97M +$178K +2,386 +7%
GEA
418
Glen Eagle Advisors
New Jersey
$2.97M +$372K +4,987 +16%
CAS
419
Coppell Advisory Solutions
Texas
$2.93M +$2.73M +36,558 New
FA
420
Faithward Advisors
Pennsylvania
$2.93M +$2.73M +36,524 New
PNC Financial Services Group
421
PNC Financial Services Group
Pennsylvania
$2.92M +$1.35M +18,076 +98%
Mirae Asset Global Investments
422
Mirae Asset Global Investments
South Korea
$2.88M -$15.4M -206,000 -85%
SFP
423
Shepherd Financial Partners
Massachusetts
$2.87M
JWCA
424
J.W. Cole Advisors
Florida
$2.87M -$518K -6,938 -16%
SW
425
Simplicity Wealth
New Jersey
$2.84M -$237K -3,171 -8%

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.