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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
KIM
26
Kestra Investment Management
Texas
$187M +$74.3M +929,872 +70%
AWM
27
AE Wealth Management
Kansas
$182M +$65.6M +821,145 +60%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$177M -$25.1M -314,041 -13%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$168M -$1.99M -24,843 -1%
Wells Fargo
30
Wells Fargo
California
$166M +$8.82M +110,382 +6%
NP
31
NorthRock Partners
Minnesota
$165M +$1.99M +24,940 +1%
Osaic Holdings
32
Osaic Holdings
Arizona
$156M -$49.4M -618,203 -25%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$149M -$6.63M -82,962 -4%
MCM
34
Mainstay Capital Management
Michigan
$141M +$5.76M +72,000 +4%
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$138M -$6.19M -77,502 -4%
NAS
36
Nicolet Advisory Services
Wisconsin
$131M -$1.94M -24,327 -1%
Corient Private Wealth
37
Corient Private Wealth
Florida
$123M -$3.05M -38,154 -3%
HighTower Advisors
38
HighTower Advisors
Illinois
$123M +$1.18M +14,735 +1%
CWM
39
Connecticut Wealth Management
Connecticut
$118M +$3.79M +47,470 +3%
FWM
40
Focused Wealth Management
New York
$118M +$986K +12,341 +0.9%
FNT
41
First National Trust
Pennsylvania
$116M -$13.4M -167,968 -11%
GKWIM
42
Gerber Kawasaki Wealth & Investment Management
California
$109M +$69.1M +864,808 +190%
BSG
43
Black Swift Group
Colorado
$109M -$5.21M -65,170 -5%
SPWG
44
Syntegra Private Wealth Group
Missouri
$107M +$14M +175,630 +16%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$103M -$7.95M -99,402 -7%
KW
46
KWB Wealth
California
$103M -$2.83M -35,449 -3%
CA
47
CoreCap Advisors
Michigan
$103M +$873K +10,916 +0.9%
TIAA Trust, National Association
48
TIAA Trust, National Association
North Carolina
$102M +$19M +238,204 +24%
ACM
49
AlphaStar Capital Management
North Carolina
$95.5M +$1.29M +16,152 +1%
Mariner
50
Mariner
Kansas
$87.4M +$5.47M +68,412 +7%

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.