We are live on ! Find out more
SPYG icon

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
FA
576
FC Advisory
Pennsylvania
$985K -$639 -8 -0.1%
CAC
577
Certified Advisory Corp
Florida
$981K
QFA
578
Quantum Financial Advisors
California
$980K +$219K +2,735 +30%
SFG
579
Sovereign Financial Group
Connecticut
$969K -$24.1K -302 -3%
CT
580
Caldwell Trust
Florida
$959K -$8.15K -102 -0.9%
TA
581
TFB Advisors
Kansas
$941K -$108K -1,347 -11%
SIA
582
Schechter Investment Advisors
Michigan
$937K -$92.7K -1,160 -9%
WWM
583
WJ Wealth Management
Arizona
$937K -$20.8K -260 -2%
PMFA
584
Plante Moran Financial Advisors
Michigan
$926K -$6.79K -85 -0.8%
LF
585
Lantz Financial
Illinois
$918K
OGF
586
Orin Green Financial
California
$914K
SS
587
Sunbelt Securities
Texas
$913K -$34.2K -428 -4%
BB
588
Berkshire Bank
Massachusetts
$893K -$159K -1,986 -16%
M1FG
589
Mach-1 Financial Group
Arkansas
$892K +$265K +3,316 +45%
STA
590
Summit Trail Advisors
New York
$892K
DCM
591
DGS Capital Management
New Jersey
$888K
FTS
592
Fifth Third Securities
Ohio
$887K -$200K -2,505 -19%
DWM
593
Drive Wealth Management
Utah
$874K -$441K -5,512 -34%
SWM
594
SFG Wealth Management
Maryland
$863K -$27.7K -346 -3%
AWMNH
595
Arcadia Wealth Management (New Hampshire)
New Hampshire
$851K +$119K +1,484 +17%
MFWP
596
Mosaic Family Wealth Partners
Missouri
$848K +$35.9K +449 +5%
SPC
597
Sigma Planning Corp
Michigan
$848K +$28.5K +357 +4%
Bank of Montreal
598
Bank of Montreal
Ontario, Canada
$836K -$1.63M -20,381 -67%
EFS
599
Essex Financial Services
Connecticut
$827K -$48.1K -602 -6%
Empower Advisory Group
600
Empower Advisory Group
Colorado
$822K +$306K +3,831 +63%

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.