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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
SCA
601
Snowden Capital Advisors
New York
$819K -$81K -1,013 -9%
LL
602
LWMG LLC
Minnesota
$818K
WAM
603
Wallington Asset Management
Indiana
$813K
AC
604
Apella Capital
Connecticut
$793K +$774K +9,686 New
AG
605
Ascent Group
Virginia
$787K -$117K -1,461 -13%
RPGK
606
Retirement Planning Group (Kansas)
Kansas
$782K +$75.4K +943 +11%
WH
607
Willner & Heller
California
$766K -$2.8K -35 -0.4%
SCP
608
Stevens Capital Partners
Nebraska
$765K +$1.04K +13 +0.1%
BCM
609
BTC Capital Management
Iowa
$764K +$737K +9,217 New
CAMG
610
CWA Asset Management Group
Florida
$763K +$736K +9,202 New
WAG
611
Wallace Advisory Group
California
$760K
PA
612
Procyon Advisors
Connecticut
$757K +$4.72K +59 +0.7%
TW
613
TrinityPoint Wealth
Connecticut
$757K +$37.7K +472 +5%
HIP
614
HUB Investment Partners
Texas
$744K +$1.92K +24 +0.3%
IF
615
Intrua Financial
Texas
$742K -$927K -11,595 -56%
AWM
616
Apollon Wealth Management
South Carolina
$740K +$32K +400 +5%
OFG
617
OmniStar Financial Group
North Carolina
$740K +$54.4K +681 +8%
AF
618
Advisornet Financial
Minnesota
$733K +$106K +1,330 +18%
JWA
619
JFS Wealth Advisors
Pennsylvania
$723K -$1.04K -13 -0.1%
CHP
620
Cable Hill Partners
Oregon
$721K +$137K +1,712 +25%
IHWM
621
Iron Horse Wealth Management
Iowa
$718K -$6.32K -79 -0.9%
SDAM
622
Shulman DeMeo Asset Management
New York
$714K +$689K +8,615 New
AWM
623
Aprio Wealth Management
Georgia
$713K -$143K -1,786 -17%
6F
624
626 Financial
Michigan
$708K -$110K -1,378 -14%
FMTCOCP
625
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$701K +$132K +1,654 +24%

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.