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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
CS
626
Crescent Sterling
Louisiana
$699K -$9.99K -125 -1%
CP
627
Castleview Partners
Texas
$692K +$639 +8 +0.1%
FA
628
Fiduciary Alliance
South Carolina
$689K -$19.4K -243 -3%
D
629
Diversified
Delaware
$678K -$4.64K -58 -0.7%
DE
630
Diversified Enterprises
Delaware
$678K +$653K +8,174 New
OCPWS
631
One Charles Private Wealth Services
Massachusetts
$677K -$76.7K -960 -11%
ECA
632
Elevated Capital Advisors
Utah
$674K -$12.4K -155 -2%
LWANC
633
Laurel Wealth Advisors (North Carolina)
North Carolina
$672K -$63.7K -797 -9%
BC
634
Brio Consultants
California
$672K -$38K -475 -6%
FNBOO
635
First National Bank of Omaha
Nebraska
$669K -$85.3K -1,067 -12%
TSMHT
636
Thurston Springer Miller Herd & Titak
Indiana
$659K +$552K +6,908 +670%
GAG
637
Goodman Advisory Group
Massachusetts
$654K -$39.1M -489,249 -98%
PC
638
Permanens Capital
New York
$640K +$161K +2,014 +35%
EWA
639
Exencial Wealth Advisors
Oklahoma
$638K -$21.8K -273 -3%
TYCC
640
Texas Yale Capital Corp
Florida
$631K +$7.99K +100 +1%
CAG
641
Csenge Advisory Group
Florida
$626K -$761K -9,518 -56%
SEI Investments
642
SEI Investments
Pennsylvania
$620K +$14.1K +176 +2%
RFN
643
Redwood Financial Network
Ohio
$613K -$9.27K -116 -2%
AA
644
Altman Advisors
Illinois
$609K +$587K +7,339 New
TFA
645
Teamwork Financial Advisors
Texas
$607K +$218K +2,726 +59%
ARC
646
Advisor Resource Council
Texas
$607K +$585K +7,320 New
FFN
647
Focus Financial Network
Minnesota
$601K -$80 -1 -0%
SFC
648
Strategic Financial Concepts
Texas
$599K -$47.2M -590,463 -99%
CNB
649
Camden National Bank
Maine
$598K +$576K +7,211 New
EI
650
Ellevest Inc
New York
$598K -$20.4K -255 -3%

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.