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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
ONB
51
Old National Bancorp
Indiana
$84.3M +$1.15M +15,335 +1%
Prudential Financial
52
Prudential Financial
New Jersey
$80M +$4.38M +58,636 +6%
TIAA Trust, National Association
53
TIAA Trust, National Association
North Carolina
$79.6M -$3.08M -41,213 -4%
Mariner
54
Mariner
Kansas
$79M +$16.5M +220,583 +29%
Envestnet Portfolio Solutions
55
Envestnet Portfolio Solutions
Illinois
$76.4M +$12M +160,712 +20%
SCM
56
SCS Capital Management
Massachusetts
$74.8M -$1.37M -18,381 -2%
EWA
57
ERTS Wealth Advisors
Michigan
$74.6M -$3.96M -53,023 -5%
CCWA
58
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$71.3M +$2.93M +39,239 +5%
BCI
59
Brinker Capital Investments
Pennsylvania
$68.1M +$60.6M +811,202 +2,121%
OPS
60
Orion Portfolio Solutions
Nebraska
$68.1M +$60.6M +811,202 +2,121%
CFS
61
Cannon Financial Strategists
Georgia
$66.9M +$780K +10,445 +1%
KAS
62
Kestra Advisory Services
Texas
$65.5M +$8.88M +118,899 +17%
MML Investors Services
63
MML Investors Services
Massachusetts
$60.1M +$7.07M +94,693 +14%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$58.3M +$3.66M +48,973 +7%
RJA
65
Raymond James & Associates
Florida
$56.6M +$2.38M +31,847 +5%
IWC
66
Integrated Wealth Concepts
Massachusetts
$56.4M +$8.44M +112,979 +19%
KA
67
Klingman & Associates
New York
$55.1M -$502K -6,721 -1%
OWA
68
Octavia Wealth Advisors
Ohio
$54.8M +$2.37M +31,789 +5%
CFG
69
Compton Financial Group
Maryland
$54.5M -$1.22M -16,298 -2%
ACA
70
Ackerman Capital Advisors
Texas
$54.2M +$17.9M +239,630 +55%
RWM
71
Reston Wealth Management
Virginia
$53.7M -$324K -4,336 -0.6%
NA
72
Nottingham Advisors
New York
$53.5M -$3.01M -40,240 -6%
MFG
73
Merit Financial Group
Georgia
$51.5M -$148K -1,986 -0.3%
ETS
74
ESL Trust Services
New York
$49.7M +$2.11M +28,297 +5%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$48.9M -$3.4M -45,572 -7%

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.