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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
YIA
426
YHB Investment Advisors
Connecticut
$2.84M +$90.1K +1,206 +4%
BWA
427
Boulder Wealth Advisors
Colorado
$2.82M +$174K +2,336 +7%
EMAM
428
Encompass More Asset Management
California
$2.8M +$205K +2,750 +9%
SW
429
SkyOak Wealth
Michigan
$2.8M +$105K +1,400 +4%
PIFP
430
Partners in Financial Planning
Virginia
$2.75M -$149K -1,989 -5%
FIA
431
Foundations Investment Advisors
Arizona
$2.72M -$5.23K -70 -0.2%
OWA
432
Opal Wealth Advisors
New York
$2.71M +$64.2K +860 +3%
Lido Advisors
433
Lido Advisors
California
$2.68M +$102K +1,362 +4%
LIA
434
LBMC Investment Advisors
Tennessee
$2.65M +$2.24K +30 +0.1%
WP
435
WealthShield Partners
North Carolina
$2.65M -$262K -3,511 -10%
William Blair & Company
436
William Blair & Company
Illinois
$2.65M +$373K +4,993 +18%
BTWM
437
Baker Tilly Wealth Management
Wisconsin
$2.62M -$1.48M -19,866 -38%
MWM
438
Marietta Wealth Management
Georgia
$2.61M -$16K -214 -0.7%
VW
439
Vance Wealth
California
$2.59M -$63K -844 -3%
FFA
440
Florida Financial Advisors
Florida
$2.59M +$2.42M +32,355 New
FIM
441
Fernwood Investment Management
Massachusetts
$2.55M +$73.7K +987 +3%
ACM
442
Advisors Capital Management
New Jersey
$2.53M -$52.4K -702 -2%
WFP
443
Wrenne Financial Planning
Kentucky
$2.53M +$40.3K +540 +2%
LTL
444
Lowery Thomas LLC
California
$2.53M -$9.48K -127 -0.4%
TWM
445
Triton Wealth Management
Arizona
$2.51M -$96.6K -1,293 -4%
MOS
446
MGO One Seven
Ohio
$2.5M +$453K +6,062 +24%
SAM
447
Synergy Asset Management
Washington
$2.48M +$2.06M +27,522 +806%
PFGIA
448
Patriot Financial Group Insurance Agency
Massachusetts
$2.47M +$153K +2,048 +7%
MA
449
MONECO Advisors
Connecticut
$2.47M -$25.5K -341 -1%
Bank of Montreal
450
Bank of Montreal
Ontario, Canada
$2.46M +$172K +2,302 +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.