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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
KMWM
501
Keudell/Morrison Wealth Management
Oregon
$1.73M +$66K +884 +4%
AFG
502
ABLE Financial Group
Arizona
$1.72M +$1.61M +21,505 New
Invesco
503
Invesco
Georgia
$1.72M +$36.1K +483 +2%
CFP
504
Curran Financial Partners
South Carolina
$1.71M +$84.7K +1,134 +6%
AIP
505
Ameritas Investment Partners
Nebraska
$1.66M +$255K +3,415 +20%
RCAG
506
Rehmann Capital Advisory Group
Michigan
$1.65M -$76K -1,018 -5%
IF
507
Intrua Financial
Texas
$1.65M -$2.85M -38,181 -65%
ECM
508
Evergreen Capital Management
Washington
$1.6M +$1.5M +20,025 New
BMD
509
Better Money Decisions
New Mexico
$1.57M -$15.8K -212 -1%
BBA
510
BLB&B Advisors
Pennsylvania
$1.56M +$18.4K +246 +1%
MF
511
Meridian Financial
Massachusetts
$1.56M +$94.6K +1,266 +7%
SAW
512
Signal Advisors Wealth
Michigan
$1.55M -$4.38M -58,590 -75%
BAM
513
Belpointe Asset Management
Nevada
$1.55M +$484K +6,485 +51%
TCWA
514
Turtle Creek Wealth Advisors
Texas
$1.52M
HAS
515
HBW Advisory Services
California
$1.51M -$162K -2,165 -10%
ML
516
McAdam LLC
Pennsylvania
$1.51M +$122K +1,631 +9%
CFD
517
Creative Financial Designs
Indiana
$1.5M -$15.3M -204,652 -92%
FL
518
FreeGulliver LLC
Louisiana
$1.5M +$629K +8,416 +82%
QWM
519
Quadcap Wealth Management
Texas
$1.49M -$6.5K -87 -0.5%
SFPG
520
Stonebridge Financial Planning Group
Florida
$1.48M -$88.1K -1,179 -6%
KCIC
521
Kuhn & Co Investment Counsel
Illinois
$1.48M +$115K +1,546 +9%
LA
522
Latitude Advisors
Florida
$1.47M +$708K +9,483 +106%
LAS
523
LWM Advisory Services
Florida
$1.47M -$82.2K -1,100 -6%
TCM
524
Tradewinds Capital Management
Washington
$1.47M -$2.84K -38 -0.2%
SI
525
Stephens Inc
Arkansas
$1.47M +$194K +2,599 +17%

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.