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State Street SPDR Portfolio S&P 500 Growth ETF

1,136 hedge funds and large institutions have $31.1B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 431 increasing their positions, 375 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $107M | Put options by funds: $8.4M

296% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 48

38% more capital invested

Capital invested by funds: $22.5B → $31.1B (+$8.57B)

17% more funds holding in top 10

Funds holding in top 10: 179210 (+31)

15% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 375

11% more funds holding

Funds holding: 1,0191,136 (+117)

4.06% more ownership

Funds ownership: 75.73%79.79% (+4.1%)

Holders
1,136
Holders Change
+117
Holders Change %
+11.48%
% of All Funds
14.96%
Holding in Top 10
210
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.32%
% of All Funds
2.77%
New
190
Increased
431
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
51
Syntegra Private Wealth Group
Missouri
$114M +$136K +1,574 +0.1%
KWM
52
Kingsview Wealth Management
Oregon
$113M +$72.6M +840,689 +190%
MCM
53
Mainstay Capital Management
Michigan
$108M -$40.4M -467,996 -28%
TIAA Trust, National Association
54
TIAA Trust, National Association
North Carolina
$106M -$1.97M -22,839 -2%
ACM
55
AlphaStar Capital Management
North Carolina
$104M +$2.95M +34,164 +3%
KW
56
KWB Wealth
California
$101M -$6.48M -74,963 -6%
Envestnet Portfolio Solutions
57
Envestnet Portfolio Solutions
Illinois
$97.9M +$25.8M +298,505 +37%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$96.5M -$12.7M -147,139 -12%
Mariner
59
Mariner
Kansas
$94.5M +$1.84M +21,307 +2%
ONB
60
Old National Bancorp
Indiana
$91.7M -$614K -7,110 -0.7%
CCWA
61
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$82.1M +$2.18M +25,190 +3%
SCM
62
SCS Capital Management
Massachusetts
$81.2M -$688K -7,961 -0.9%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$78.6M +$25.6M +296,440 +49%
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$77.3M +$9.76M +112,984 +15%
IWC
65
Integrated Wealth Concepts
Massachusetts
$76.8M +$20.9M +241,523 +38%
MML Investors Services
66
MML Investors Services
Massachusetts
$76.5M +$19.5M +225,641 +35%
CFS
67
Cannon Financial Strategists
Georgia
$73.3M -$2.07K -24 -0%
FHA
68
Flagship Harbor Advisors
Massachusetts
$72.8M +$12.4M +143,861 +21%
OWA
69
Octavia Wealth Advisors
Ohio
$71.1M +$1.25M +14,436 +2%
WA
70
Waverly Advisors
Alabama
$66.4M +$34.4M +397,558 +111%
AAS
71
Ameritas Advisory Services
Nebraska
$65.1M +$16.3M +189,118 +34%
Creative Planning
72
Creative Planning
Kansas
$64.2M +$34.4M +398,463 +120%
FFS
73
Founders Financial Securities
Maryland
$63.9M +$8.66M +100,213 +16%
Stifel Financial
74
Stifel Financial
Missouri
$62.3M +$1.41M +16,302 +2%
PS
75
Principal Securities
Iowa
$61.3M +$58.9M +681,859 +4,359%

SPYG Hedge Fund Activity: Q4 2024 in Review

1,136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2024, worth a combined $31.1B — up 38% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new SPYG positions and 48 closed out — a net gain of 142 holders — while 431 added to existing stakes and 375 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $929M. The largest seller was Allworth Financial, cutting an estimated $80.3M.

  • 1,136 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2024, up from 1,019 in Q3 2024.
  • Funds reported $31.1B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 190 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2024 and 48 closed out, a net change of +142 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $929M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2024 was Allworth Financial, an estimated $80.3M sold.

Based on aggregated 13F filings for Q4 2024.