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
KWA
476
Kingswood Wealth Advisors
California
$2.06M +$1.09M +14,652 +132%
GWP
477
Gateway Wealth Partners
Wisconsin
$2.05M +$200K +2,675 +12%
NG
478
Norden Group
Utah
$2.04M -$54.5K -730 -3%
MP
479
McDonald Partners
Ohio
$2.04M +$20K +268 +1%
IWS
480
Integrity Wealth Solutions
Colorado
$2.03M +$6.12K +82 +0.3%
RMAM
481
Raab & Moskowitz Asset Management
New Jersey
$1.98M -$52.5K -703 -3%
IAA
482
Independent Advisor Alliance
North Carolina
$1.95M +$181K +2,427 +11%
VFPW
483
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.94M -$117K -1,568 -6%
WAM
484
WealthTrust Asset Management
Florida
$1.92M +$1.21M +16,163 +208%
PPP
485
Private Portfolio Partners
New Jersey
$1.92M +$34K +455 +2%
WAM
486
WNY Asset Management
New York
$1.9M +$34.8K +466 +2%
SAI
487
Savvy Advisors Inc
New York
$1.89M +$153K +2,045 +9%
ACM
488
Advance Capital Management
Michigan
$1.85M -$504K -6,752 -23%
ECG
489
Edge Capital Group
Georgia
$1.85M +$67.1K +899 +4%
MWM
490
Mission Wealth Management
California
$1.84M
CBC
491
Coombe, Bender & Co
New York
$1.82M -$16.7K -223 -1%
OSAM
492
O'Shaughnessy Asset Management
Connecticut
$1.81M +$915K +12,251 +118%
VCA
493
Verdence Capital Advisors
Maryland
$1.81M +$1.69M +22,609 New
RW
494
Rede Wealth
Virginia
$1.81M -$34K -455 -2%
IP
495
Ignite Planners
California
$1.81M -$27.4K -367 -2%
AWAU
496
Alliance Wealth Advisors (Utah)
Utah
$1.8M +$515K +6,895 +44%
OAS
497
Optivise Advisory Services
Tennessee
$1.78M +$1.66M +22,263 New
SIAS
498
Summit Investment Advisory Services
Minnesota
$1.78M +$135K +1,805 +9%
CG
499
Caprock Group
Idaho
$1.75M +$1.63M +21,785 New
SCM
500
Saxony Capital Management
Missouri
$1.73M +$1.61M +21,607 New

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.