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State Street SPDR Portfolio S&P 500 Growth ETF

1,019 hedge funds and large institutions have $22.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 327 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $3.16M

215% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 40

31% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 327

18% more capital invested

Capital invested by funds: $19.3B → $22.7B (+$3.43B)

15% more funds holding in top 10

Funds holding in top 10: 168193 (+25)

7% more funds holding

Funds holding: 9481,019 (+71)

0.97% more ownership

Funds ownership: 78.08%79.06% (+0.97%)

Holders
1,019
Holders Change
+71
Holders Change %
+7.49%
% of All Funds
14.72%
Holding in Top 10
193
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+14.88%
% of All Funds
2.79%
New
126
Increased
428
Reduced
327
Closed
40
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
601
WJ Wealth Management
Arizona
$926K -$5.23M -70,025 -86%
SS
602
Sunbelt Securities
Texas
$916K -$30.2K -404 -3%
TWM
603
Tradition Wealth Management
Minnesota
$911K +$239K +3,206 +39%
PMFA
604
Plante Moran Financial Advisors
Michigan
$902K +$30.6K +410 +4%
S
605
SignatureFD
Georgia
$900K -$24.7K -331 -3%
LF
606
Lantz Financial
Illinois
$887K
PA
607
PFG Advisors
Arizona
$885K +$6.65K +89 +0.8%
OGF
608
Orin Green Financial
California
$883K +$823K +11,016 New
AG
609
Ascent Group
Virginia
$877K +$818K +10,946 New
SCA
610
Snowden Capital Advisors
New York
$872K +$84.9K +1,137 +12%
SWM
611
SFG Wealth Management
Maryland
$862K -$5.08K -68 -0.6%
STA
612
Summit Trail Advisors
New York
$861K
VWA
613
Visionary Wealth Advisors
Illinois
$858K +$15.7K +210 +2%
DCM
614
DGS Capital Management
New Jersey
$858K +$747 +10 +0.1%
QC
615
Quadrature Capital
United Kingdom
$841K +$785K +10,505 New
AWM
616
Aprio Wealth Management
Georgia
$832K -$615K -8,232 -44%
AQR Capital Management
617
AQR Capital Management
Connecticut
$823K -$97.2K -1,302 -11%
MIS
618
Morningstar Investment Services
Illinois
$804K +$744K +9,959 New
6F
619
626 Financial
Michigan
$795K
SPC
620
Sigma Planning Corp
Michigan
$791K +$248K +3,326 +51%
LL
621
LWMG LLC
Minnesota
$790K
WAM
622
Wallington Asset Management
Indiana
$785K +$99.7K +1,335 +16%
MFWP
623
Mosaic Family Wealth Partners
Missouri
$784K -$1.87K -25 -0.3%
EFS
624
Essex Financial Services
Connecticut
$783K +$227K +3,037 +42%
LA
625
Lifeworks Advisors
Michigan
$767K -$270K -3,615 -27%

SPYG Hedge Fund Activity: Q2 2024 in Review

1,019 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2024, worth a combined $22.7B — up 18% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SPYG positions and 40 closed out — a net gain of 86 holders — while 428 added to existing stakes and 327 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $501M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 1,019 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2024, up from 948 in Q1 2024.
  • Funds reported $22.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2024 and 40 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $501M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2024.