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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
AWM
551
Angeles Wealth Management
California
$1.19M +$555K +6,938 +94%
TWP
552
Tempus Wealth Planning
California
$1.17M -$1.84K -23 -0.2%
CPIG
553
Chicago Partners Investment Group
Illinois
$1.15M -$63K -788 -5%
JWBC
554
John W. Brooker & Co
California
$1.15M +$959 +12 +0.1%
JGIA
555
Jackson Grant Investment Advisers
Connecticut
$1.12M +$1.28K +16 +0.1%
Franklin Resources
556
Franklin Resources
California
$1.12M +$601K +7,516 +132%
MWM
557
MY Wealth Management
Maryland
$1.11M
RWM
558
RKL Wealth Management
Pennsylvania
$1.1M +$1.06M +13,262 New
LA
559
Latitude Advisors
Florida
$1.08M -$431K -5,393 -29%
FHA
560
First Horizon Advisors
Tennessee
$1.08M +$11.9K +149 +1%
CW
561
CreativeOne Wealth
Kansas
$1.07M +$681K +8,518 +196%
CWS
562
Confluence Wealth Services
Pennsylvania
$1.04M -$406K -5,084 -29%
WPW
563
Waldron Private Wealth
Pennsylvania
$1.04M -$51.6K -645 -5%
RSA
564
River Street Advisors
Illinois
$1.04M +$58K +725 +6%
FWM
565
Fingerlakes Wealth Management
New York
$1.03M -$24.2K -303 -2%
TPWM
566
Twelve Points Wealth Management
Massachusetts
$1.03M -$23.2K -290 -2%
SSB
567
Sandy Spring Bank
Maryland
$1.02M
TWM
568
Tradition Wealth Management
Minnesota
$1.02M +$78.8K +986 +9%
S
569
SignatureFD
Georgia
$1.02M +$82.6K +1,034 +9%
PIA
570
Pinion Investment Advisors
Kansas
$1.02M -$12.1K -151 -1%
SA
571
Sunesis Advisors
Kansas
$1.01M -$68.2K -853 -7%
BFA
572
Bill Few Associates
Pennsylvania
$1.01M +$39.3K +492 +4%
AIC
573
Ayalon Insurance Company
Israel
$1M
PP
574
Prosperity Planning
Missouri
$1M -$19.8K -248 -2%
KWA
575
Kingswood Wealth Advisors
California
$987K -$1.11M -13,863 -54%

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.