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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
WAOI
401
Wealth Advisors of Iowa
Iowa
$3.03M -$55.1M -689,161 -95%
MCC
402
Money Concepts Capital
Florida
$3.01M -$586K -7,327 -17%
TI
403
Tidal Investments
Wisconsin
$3M -$1.96M -24,492 -40%
CWMS
404
Cannon Wealth Management Services
North Carolina
$2.99M +$2.89M +36,101 New
SCM
405
Saxony Capital Management
Missouri
$2.97M +$1.13M +14,191 +66%
BRWA
406
B. Riley Wealth Advisors
Florida
$2.97M -$6.17M -77,151 -68%
ISB
407
Iowa State Bank
Iowa
$2.94M -$388K -4,852 -12%
CAS
408
Coppell Advisory Solutions
Texas
$2.92M -$88.1K -1,102 -3%
FFA
409
Florida Financial Advisors
Florida
$2.9M +$209K +2,612 +8%
MWC
410
MBM Wealth Consultants
Missouri
$2.89M -$68.7K -859 -2%
SW
411
SkyOak Wealth
Michigan
$2.88M -$17.2K -215 -0.6%
IMC Chicago
412
IMC Chicago
Illinois
$2.87M +$540K +6,762 +24%
OWA
413
Opal Wealth Advisors
New York
$2.83M +$17.9K +224 +0.7%
NEWAS
414
N.E.W. Advisory Services
Wisconsin
$2.83M +$284K +3,550 +12%
MA
415
MONECO Advisors
Connecticut
$2.8M +$239K +2,988 +10%
EMAM
416
Encompass More Asset Management
California
$2.8M -$93K -1,163 -3%
William Blair & Company
417
William Blair & Company
Illinois
$2.79M +$44K +550 +2%
SEA
418
Stegent Equity Advisors
Texas
$2.78M -$1.68M -20,962 -39%
EWA
419
EP Wealth Advisors
California
$2.77M +$223K +2,787 +9%
NCFG
420
New Century Financial Group
New Jersey
$2.76M -$959K -11,992 -27%
LIA
421
LBMC Investment Advisors
Tennessee
$2.75M +$2.4K +30 +0.1%
FIC
422
FCG Investment Company
Tennessee
$2.74M +$280K +3,503 +12%
SIAS
423
Summit Investment Advisory Services
Minnesota
$2.72M +$848K +10,613 +48%
PIFP
424
Partners in Financial Planning
Virginia
$2.7M -$140K -1,750 -5%
MWM
425
Marietta Wealth Management
Georgia
$2.7M

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.