We are live on ! Find out more
SPYG icon

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
MAMG
501
Milestone Asset Management Group
Connecticut
$2.24M +$2.2M +25,451 New
MWM
502
Mascagni Wealth Management
Mississippi
$2.23M +$2.4M +27,783 New
ADIM
503
Alpha DNA Investment Management
Maryland
$2.23M +$349K +4,034 +19%
WWA
504
WCG Wealth Advisors
Nevada
$2.21M -$282K -3,262 -12%
PPP
505
Private Portfolio Partners
New Jersey
$2.2M +$26.5K +307 +1%
OIA
506
OneDigital Investment Advisors
Kansas
$2.2M -$128K -1,481 -6%
BWM
507
BlackDiamond Wealth Management
New York
$2.19M +$199K +2,304 +10%
RMAM
508
Raab & Moskowitz Asset Management
New Jersey
$2.17M
FTS
509
Fifth Third Securities
Ohio
$2.13M +$1.17M +13,577 +127%
RW
510
Rede Wealth
Virginia
$2.12M +$164K +1,903 +9%
ACM
511
Advance Capital Management
Michigan
$2.1M +$23.4K +271 +1%
ECG
512
Edge Capital Group
Georgia
$2.1M +$65.8K +762 +3%
OBWG
513
Onyx Bridge Wealth Group
New York
$2.09M -$131K -1,517 -6%
LA
514
Lifeworks Advisors
Michigan
$2.07M -$198K -2,290 -9%
GWP
515
Gateway Wealth Partners
Wisconsin
$2.06M -$68.3K -791 -3%
KMWM
516
Keudell/Morrison Wealth Management
Oregon
$2.06M +$152K +1,757 +8%
MP
517
McDonald Partners
Ohio
$2.05M -$93.9K -1,087 -4%
MWM
518
Mission Wealth Management
California
$2.04M -$15.6K -180 -0.8%
WAM
519
WNY Asset Management
New York
$2.01M +$2.59K +30 +0.1%
RCAG
520
Rehmann Capital Advisory Group
Michigan
$1.98M +$114K +1,314 +6%
SWP
521
Strategic Wealth Partners
Ohio
$1.97M -$576K -6,661 -24%
CAG
522
Csenge Advisory Group
Florida
$1.96M +$1.28M +14,826 +199%
OSAM
523
O'Shaughnessy Asset Management
Connecticut
$1.96M -$9.33K -108 -0.5%
IMC Chicago
524
IMC Chicago
Illinois
$1.96M -$1.06M -12,320 -36%
SW
525
Simplicity Wealth
New Jersey
$1.95M -$42K -486 -2%

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.