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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
RWM
551
Rialto Wealth Management
New York
$1.67M +$1.64M +19,011 New
TCWA
552
Turtle Creek Wealth Advisors
Texas
$1.66M
HAS
553
HBW Advisory Services
California
$1.65M -$46K -532 -3%
BAM
554
Belpointe Asset Management
Nevada
$1.65M +$346 +4 +0%
Bank of Montreal
555
Bank of Montreal
Ontario, Canada
$1.65M +$743K +8,601 +85%
SIA
556
Summit Investment Advisors
Maryland
$1.64M +$1.54M +17,818 New
IF
557
Intrua Financial
Texas
$1.64M +$839K +9,709 +108%
VFPW
558
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.63M -$342K -3,962 -18%
LMKC
559
L.M. Kohn & Company
Ohio
$1.6M +$135K +1,560 +9%
TBWA
560
Three Bridge Wealth Advisors
California
$1.6M
TWM
561
Tradition Wealth Management
Minnesota
$1.59M +$492K +5,700 +46%
AFWM
562
AMJ Financial Wealth Management
Virginia
$1.57M -$169K -1,957 -10%
TFS
563
Thoroughbred Financial Services
Tennessee
$1.56M -$2.51K -29 -0.2%
GPWM
564
Grant Private Wealth Management
California
$1.55M +$1.52M +17,595 New
PWM
565
Perigon Wealth Management
California
$1.54M +$69.1K +800 +5%
SFPG
566
Stonebridge Financial Planning Group
Florida
$1.52M -$82.3K -953 -5%
WPC
567
White Pine Capital
Minnesota
$1.52M +$37.2K +430 +3%
Kovitz Investment Group Partners
568
Kovitz Investment Group Partners
Illinois
$1.52M +$9.07K +105 +0.6%
TSWM
569
Tyler-Stone Wealth Management
Ohio
$1.51M +$9.59K +111 +0.7%
FDW
570
Fourth Dimension Wealth
Ohio
$1.5M +$1.37M +15,834 New
PA
571
Pinnacle Associates
New York
$1.5M -$582K -6,736 -28%
MA
572
Mutual Advisors
Nebraska
$1.49M -$74.8K -866 -5%
MG
573
Mather Group
Illinois
$1.49M -$35K -405 -2%
QWM
574
Quadcap Wealth Management
Texas
$1.49M -$133K -1,543 -8%
AWS
575
Arkfeld Wealth Strategies
Nebraska
$1.46M +$43.5K +504 +3%

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.