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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
TCM
676
Tandem Capital Management
New Jersey
$514K
JCM
677
Jacobi Capital Management
Pennsylvania
$510K -$40K -500 -8%
LW
678
Linscomb Wealth
Texas
$509K +$799 +10 +0.2%
HVIA
679
Hudson Valley Investment Advisors
New York
$506K -$303K -3,785 -38%
SWA
680
Strategies Wealth Advisors
Michigan
$497K -$7.75K -97 -2%
BA
681
Ballast Advisors
Minnesota
$493K -$3.04K -38 -0.6%
CFD
682
Creative Financial Designs
Indiana
$493K -$1.02M -12,768 -68%
SBIA
683
Sheaff Brock Investment Advisors
Indiana
$491K
RSS
684
Rosenblum Silverman Sutton
California
$491K +$17.6K +220 +4%
ACI
685
Alpha Cubed Investments
California
$487K -$7.99K -100 -2%
DFG
686
Delta Financial Group
New Jersey
$484K
WFS
687
WealthGarden F.S.
California
$484K -$40.4K -506 -8%
IAN
688
Integrated Advisors Network
Texas
$479K -$7.19K -90 -2%
EAM
689
Everstar Asset Management
North Carolina
$478K +$461K +5,769 New
PMG
690
ProVise Management Group
Florida
$472K -$2.8K -35 -0.6%
MCWS
691
McKinley Carter Wealth Services
West Virginia
$470K -$31.5K -394 -7%
AWM
692
Aviso Wealth Management
Washington
$470K -$73.3K -917 -14%
CA
693
Calton & Associates
Florida
$468K -$129K -1,616 -22%
SL
694
SWMG LLC
Texas
$468K +$23.8K +298 +6%
CIA
695
Capital Investment Advisors
Georgia
$467K +$80 +1 +0%
FWM
696
FFT Wealth Management
Pennsylvania
$467K +$68.8K +861 +18%
BL
697
Balentine LLC
Georgia
$466K
AWM
698
Accurate Wealth Management
Florida
$466K +$57.2K +716 +15%
SW
699
SteelPeak Wealth
California
$461K +$9.35K +117 +2%
SA
700
SpiderRock Advisors
Delaware
$461K +$444K +5,558 New

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.