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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
NG
451
Norden Group
Utah
$2.22M +$101K +1,263 +5%
TWM
452
Triton Wealth Management
Arizona
$2.21M -$322K -4,029 -13%
OIA
453
OneDigital Investment Advisors
Kansas
$2.2M -$169K -2,112 -7%
GPW
454
Gentry Private Wealth
Kansas
$2.19M -$111K -1,386 -5%
BTWM
455
Baker Tilly Wealth Management
Wisconsin
$2.18M -$512K -6,409 -20%
IWS
456
Integrity Wealth Solutions
Colorado
$2.14M +$37K +463 +2%
LA
457
Lifeworks Advisors
Michigan
$2.14M +$1.3M +16,252 +170%
SF
458
Safeguard Financial
Wisconsin
$2.13M -$87.4K -1,093 -4%
OBWG
459
Onyx Bridge Wealth Group
New York
$2.1M -$106K -1,329 -5%
KAS
460
KPP Advisory Services
Kentucky
$2.09M +$702K +8,778 +53%
Citadel Advisors
461
Citadel Advisors
Florida
$2.06M -$2.98M -37,268 -60%
PPP
462
Private Portfolio Partners
New Jersey
$2.05M +$67.8K +848 +4%
RMAM
463
Raab & Moskowitz Asset Management
New Jersey
$2.05M
MP
464
McDonald Partners
Ohio
$2.02M -$80.7K -1,010 -4%
GWP
465
Gateway Wealth Partners
Wisconsin
$2.01M -$112K -1,403 -5%
SAI
466
Savvy Advisors Inc
New York
$1.98M +$23K +288 +1%
BWM
467
BlackDiamond Wealth Management
New York
$1.98M -$773K -9,669 -30%
ACM
468
Advance Capital Management
Michigan
$1.96M +$43.9K +549 +2%
MWM
469
Mission Wealth Management
California
$1.94M +$33K +413 +2%
AWAU
470
Alliance Wealth Advisors (Utah)
Utah
$1.92M +$51.6K +645 +3%
ECG
471
Edge Capital Group
Georgia
$1.91M +$160 +2 +0%
FFA
472
Fragasso Financial Advisors
Pennsylvania
$1.91M -$487K -6,088 -21%
FI
473
Financial Insights
Washington
$1.91M -$2.18M -27,212 -54%
OSAM
474
O'Shaughnessy Asset Management
Connecticut
$1.9M -$19.7K -246 -1%
WAM
475
WNY Asset Management
New York
$1.89M -$73.6K -921 -4%

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.