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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
ONB
51
Old National Bancorp
Indiana
$87.1M -$142K -1,771 -0.2%
FCAS
52
First Command Advisory Services
Texas
$83.9M -$40M -499,840 -33%
SCM
53
SCS Capital Management
Massachusetts
$77.3M -$79K -988 -0.1%
CCWA
54
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$75.4M +$1.52M +18,963 +2%
Prudential Financial
55
Prudential Financial
New Jersey
$73.3M -$9.16M -114,552 -11%
CFS
56
Cannon Financial Strategists
Georgia
$69.2M -$75K -938 -0.1%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$67.6M -$11.1M -138,385 -15%
OWA
58
Octavia Wealth Advisors
Ohio
$65.9M +$8.78M +109,847 +16%
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$63.6M +$34.5M +431,951 +129%
RJA
60
Raymond James & Associates
Florida
$59.4M +$787K +9,850 +1%
Stifel Financial
61
Stifel Financial
Missouri
$57.5M +$11.4M +142,982 +26%
FHA
62
Flagship Harbor Advisors
Massachusetts
$56.7M +$7.24M +90,554 +15%
KA
63
Klingman & Associates
New York
$56.7M -$366K -4,581 -0.7%
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$56.1M -$4.08M -50,987 -7%
RWM
65
Reston Wealth Management
Virginia
$56.1M +$482K +6,030 +0.9%
NA
66
Nottingham Advisors
New York
$55.8M +$438K +5,481 +0.8%
ACA
67
Ackerman Capital Advisors
Texas
$55M -$1.07M -13,415 -2%
FPIS
68
Financial Planning & Information Services
Wisconsin
$53.9M +$3.77M +47,144 +8%
MML Investors Services
69
MML Investors Services
Massachusetts
$53.4M -$8.43M -105,430 -14%
IWC
70
Integrated Wealth Concepts
Massachusetts
$52.4M -$5.78M -72,297 -10%
FFS
71
Founders Financial Securities
Maryland
$52M +$4.22M +52,760 +9%
ETS
72
ESL Trust Services
New York
$51.5M -$4.16K -52 -0%
KAS
73
Kestra Advisory Services
Texas
$51.3M -$15.9M -199,186 -24%
CFG
74
Compton Financial Group
Maryland
$50.5M -$5.61M -70,130 -10%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$49.8M -$836K -10,458 -2%

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.