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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
SW
476
Simplicity Wealth
New Jersey
$1.88M -$1.03M -12,846 -36%
VFPW
477
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.86M -$137K -1,715 -7%
RW
478
Rede Wealth
Virginia
$1.84M -$26.9K -337 -1%
CFP
479
Curran Financial Partners
South Carolina
$1.84M +$64.7K +809 +4%
GWAM
480
Guardian Wealth Advisors (Minnesota)
Minnesota
$1.84M +$627K +7,838 +55%
IAA
481
Independent Advisor Alliance
North Carolina
$1.83M -$181K -2,262 -9%
Tudor Investment Corp
482
Tudor Investment Corp
Connecticut
$1.82M +$1.76M +21,966 New
OAS
483
Optivise Advisory Services
Tennessee
$1.81M -$33.3K -416 -2%
CG
484
Caprock Group
Idaho
$1.81M
KMWM
485
Keudell/Morrison Wealth Management
Oregon
$1.8M +$8.95K +112 +0.5%
ML
486
McAdam LLC
Pennsylvania
$1.78M +$202K +2,521 +13%
ADIM
487
Alpha DNA Investment Management
Maryland
$1.77M -$452K -5,659 -21%
RCAG
488
Rehmann Capital Advisory Group
Michigan
$1.76M +$48K +601 +3%
AQR Capital Management
489
AQR Capital Management
Connecticut
$1.72M +$835K +10,444 +102%
SSW
490
Stone Summit Wealth
Florida
$1.7M +$204K +2,553 +14%
BAM
491
Belpointe Asset Management
Nevada
$1.7M +$92.5K +1,157 +6%
MF
492
Meridian Financial
Massachusetts
$1.66M +$49.8K +623 +3%
ECM
493
Evergreen Capital Management
Washington
$1.66M
CFIA
494
Cantor Fitzgerald Investment Advisors
New York
$1.65M +$1.59M +19,941 New
AFWM
495
AMJ Financial Wealth Management
Virginia
$1.65M -$633K -7,919 -29%
Invesco
496
Invesco
Georgia
$1.64M -$131K -1,640 -8%
IA
497
Inspire Advisors
Idaho
$1.64M +$404K +5,053 +34%
SI
498
Stephens Inc
Arkansas
$1.63M +$111K +1,383 +8%
BMD
499
Better Money Decisions
New Mexico
$1.61M -$9.35K -117 -0.6%
MSS
500
Mitchell Sinkler & Starr
Pennsylvania
$1.6M -$666K -8,335 -30%

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.