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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
PW
426
Potentia Wealth
California
$3.35M +$3.3M +38,163 New
ISFAN
427
Investor's Fiduciary Advisor Network
Washington
$3.34M +$3.28M +38,018 New
SCM
428
Saxony Capital Management
Missouri
$3.34M +$188K +2,172 +6%
OWA
429
Opal Wealth Advisors
New York
$3.33M +$328K +3,801 +11%
PWM
430
PMG Wealth Management
Illinois
$3.31M +$3.25M +37,604 New
AT
431
Arlington Trust
Alabama
$3.3M +$3.21M +37,166 +11,228%
CA
432
Continuum Advisory
Idaho
$3.3M +$10.5K +122 +0.3%
CCC
433
Compass Capital Corp
Massachusetts
$3.27M +$3.21M +37,182 New
SFP
434
Shepherd Financial Partners
Massachusetts
$3.26M +$22.5K +260 +0.7%
NF
435
Nvest Financial
New Hampshire
$3.23M +$546K +6,318 +21%
MCC
436
Money Concepts Capital
Florida
$3.22M +$25.1K +291 +0.8%
LFG
437
Larson Financial Group
Missouri
$3.16M -$724K -8,375 -19%
HAM
438
Hickory Asset Management
Ohio
$3.16M +$3.1M +35,921 New
LWM
439
Lionshead Wealth Management
New York
$3.15M +$3.1M +35,836 New
MWC
440
MBM Wealth Consultants
Missouri
$3.15M +$85.7K +992 +3%
FIC
441
FCG Investment Company
Tennessee
$3.13M +$223K +2,586 +8%
NG
442
Norden Group
Utah
$3.12M +$756K +8,751 +33%
BBP
443
Banco BTG Pactual
Brazil
$3.1M -$565K -6,536 -16%
RDIA
444
RE Dickinson Investment Advisors
Iowa
$3.08M +$7.43K +86 +3%
AWAU
445
Alliance Wealth Advisors (Utah)
Utah
$3.07M +$1.02M +11,801 +51%
NEWAS
446
N.E.W. Advisory Services
Wisconsin
$3.07M +$69.4K +803 +2%
CPC
447
Consolidated Planning Corp
Georgia
$3.06M +$3.01M +34,835 New
William Blair & Company
448
William Blair & Company
Illinois
$3.04M +$86.6K +1,002 +3%
CI
449
Cavalier Investments
Georgia
$3.03M +$2.97M +34,421 New
WP
450
WealthShield Partners
North Carolina
$3M +$159K +1,840 +6%

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.