We are live on ! Find out more
SPYG icon

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
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$197M +$19.5M +261,447 +12%
WJA
27
Willis Johnson & Associates
Texas
$185M +$4.66M +62,351 +3%
CCMG
28
Clark Capital Management Group
Pennsylvania
$180M +$168M +2,248,107 +58,789%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$171M -$21.6M -288,562 -12%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$164M -$1.95M -26,099 -1%
NP
31
NorthRock Partners
Minnesota
$157M +$7.69M +102,948 +6%
Wells Fargo
32
Wells Fargo
California
$151M +$4.14M +55,421 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$150M +$10.9M +145,810 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$140M -$2.62M -35,064 -2%
NAS
35
Nicolet Advisory Services
Wisconsin
$137M -$2.04M -27,375 -2%
MCM
36
Mainstay Capital Management
Michigan
$130M +$48.5M +649,221 +67%
FNT
37
First National Trust
Pennsylvania
$125M -$15.6M -209,450 -12%
Corient Private Wealth
38
Corient Private Wealth
Florida
$122M -$5.58M -74,715 -5%
FCAS
39
First Command Advisory Services
Texas
$121M +$3.03M +40,549 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$118M +$6.64M +88,906 +6%
FWM
41
Focused Wealth Management
New York
$113M +$1.02M +13,636 +1%
CWM
42
Connecticut Wealth Management
Connecticut
$111M +$680K +9,108 +0.7%
BSG
43
Black Swift Group
Colorado
$110M +$6.71M +89,886 +7%
AWM
44
AE Wealth Management
Kansas
$110M +$8.53M +114,221 +9%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$108M +$2.95M +39,439 +3%
KIM
46
Kestra Investment Management
Texas
$106M +$98.7M +1,321,854 New
CA
47
CoreCap Advisors
Michigan
$98.2M +$11.7M +156,807 +15%
KW
48
KWB Wealth
California
$96.8M -$2.44M -32,654 -2%
ACM
49
AlphaStar Capital Management
North Carolina
$91M -$3.62M -48,425 -4%
SPWG
50
Syntegra Private Wealth Group
Missouri
$89.3M +$446K +5,969 +0.5%

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.