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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
HAS
501
HBW Advisory Services
California
$1.6M +$34.1K +426 +2%
BBA
502
BLB&B Advisors
Pennsylvania
$1.59M -$19.7K -246 -1%
Jones Financial Companies
503
Jones Financial Companies
Missouri
$1.59M +$1.21M +15,081 +363%
TCWA
504
Turtle Creek Wealth Advisors
Texas
$1.57M
PNC Financial Services Group
505
PNC Financial Services Group
Pennsylvania
$1.56M -$1.42M -17,724 -49%
MGIA
506
Moneta Group Investment Advisors
Missouri
$1.55M +$335K +4,191 +29%
PA
507
Pinnacle Associates
New York
$1.55M +$549K +6,871 +41%
WIA
508
World Investment Advisors
California
$1.54M +$1.22M +15,286 +464%
QWM
509
Quadcap Wealth Management
Texas
$1.54M -$2.16K -27 -0.1%
KCIC
510
Kuhn & Co Investment Counsel
Illinois
$1.53M +$2.4K +30 +0.2%
Simplex Trading
511
Simplex Trading
Illinois
$1.52M -$1.96M -24,548 -57%
SFPG
512
Stonebridge Financial Planning Group
Florida
$1.51M -$22.9K -286 -2%
TBWA
513
Three Bridge Wealth Advisors
California
$1.51M
FL
514
FreeGulliver LLC
Louisiana
$1.5M -$45.2K -565 -3%
AIP
515
Ameritas Investment Partners
Nebraska
$1.5M -$207K -2,592 -13%
MA
516
Mutual Advisors
Nebraska
$1.49M +$2.72K +34 +0.2%
TFS
517
Thoroughbred Financial Services
Tennessee
$1.47M +$51.5K +644 +4%
ICP
518
Interchange Capital Partners
Pennsylvania
$1.46M -$51.7K -647 -4%
MG
519
Mather Group
Illinois
$1.44M -$112K -1,397 -7%
TSWM
520
Tyler-Stone Wealth Management
Ohio
$1.41M +$684K +8,552 +101%
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$1.41M -$10.7K -134 -0.8%
TFG
522
Tilson Financial Group
New Jersey
$1.41M +$4.24K +53 +0.3%
WPC
523
White Pine Capital
Minnesota
$1.4M +$21.6K +270 +2%
IP
524
Ignite Planners
California
$1.38M -$406K -5,081 -23%
LMKC
525
L.M. Kohn & Company
Ohio
$1.38M -$15.3K -191 -1%

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.