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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
RA
26
RFG Advisory
Alabama
$249M +$8.78M +101,577 +4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$246M +$56.4M +653,235 +31%
Osaic Holdings
28
Osaic Holdings
Arizona
$221M +$59.1M +683,629 +36%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$215M +$10.9M +126,200 +5%
WJA
30
Willis Johnson & Associates
Texas
$210M +$3.07M +35,588 +2%
KIM
31
Kestra Investment Management
Texas
$210M +$11.7M +135,489 +6%
AWM
32
AE Wealth Management
Kansas
$204M +$11M +127,265 +6%
Wells Fargo
33
Wells Fargo
California
$184M +$8.63M +99,908 +5%
SC
34
Savant Capital
Illinois
$179M -$20.9M -242,225 -11%
NP
35
NorthRock Partners
Minnesota
$175M +$375K +4,341 +0.2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$172M -$5.12M -59,240 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$164M +$5.96M +68,942 +4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$151M +$4.98M +57,666 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$145M +$14.6M +168,433 +11%
IAA
40
Independent Advisor Alliance
North Carolina
$140M +$136M +1,576,091 +7,158%
NAS
41
Nicolet Advisory Services
Wisconsin
$131M -$8.9M -103,021 -6%
BCI
42
Brinker Capital Investments
Pennsylvania
$127M +$121M +1,397,104 +2,708%
OPS
43
Orion Portfolio Solutions
Nebraska
$127M +$121M +1,397,104 +2,708%
FWM
44
Focused Wealth Management
New York
$127M +$1.23M +14,271 +1%
FNT
45
First National Trust
Pennsylvania
$125M +$2.67M +30,894 +2%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$122M +$5.57M +64,514 +5%
CA
47
CoreCap Advisors
Michigan
$119M +$10M +115,973 +9%
Corient Private Wealth
48
Corient Private Wealth
Florida
$118M -$12.5M -144,414 -10%
BSG
49
Black Swift Group
Colorado
$118M +$2.29M +26,463 +2%
Prudential Financial
50
Prudential Financial
New Jersey
$117M +$39.1M +453,030 +51%

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.