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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
AP
751
Americana Partners
Texas
$374K
BOSSRA
752
B.O.S.S. Retirement Advisors
Utah
$372K +$90.9K +1,137 +34%
RWM
753
Rockline Wealth Management
New York
$371K +$69.4K +868 +24%
RFC
754
Regions Financial Corp
Alabama
$367K +$145K +1,816 +70%
RS
755
Retirement Solution
Washington
$362K +$16.5K +207 +5%
CB
756
Chris Bulman
California
$361K -$389K -4,866 -53%
WPC
757
Wedmont Private Capital
Pennsylvania
$361K -$24.8K -310 -7%
AFG
758
Atomi Financial Group
New York
$359K -$779K -9,749 -69%
FC
759
Financial Consulate
Maryland
$357K +$7.99K +100 +2%
PAG
760
Paladin Advisory Group
Iowa
$354K -$799 -10 -0.2%
AFM
761
Abbot Financial Management
Massachusetts
$352K
CWMGP
762
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$349K +$160 +2 +0%
TAM
763
TCP Asset Management
Ohio
$347K +$335K +4,185 New
AR
764
Apeiron RIA
Texas
$344K +$160 +2 +0%
JWCA
765
J.W. Coons Advisors
Ohio
$341K +$6.39K +80 +2%
SCG
766
Sonata Capital Group
Washington
$336K
BWL
767
Bogart Wealth LLC
Virginia
$332K +$266K +3,327 +489%
FI
768
FWG Investments
Kentucky
$328K +$480 +6 +0.2%
HWMC
769
Heritage Wealth Management (California)
California
$328K -$37K -463 -10%
DSA
770
Droms Strauss Advisors
Missouri
$327K
C1AG
771
Client 1st Advisory Group
Florida
$325K
BP
772
Ballentine Partners
Massachusetts
$321K
CWM
773
Concentric Wealth Management
California
$320K +$80 +1 +0%
NCTC
774
New Covenant Trust Company
Indiana
$319K
EA
775
Eclectic Associates
California
$318K -$2.8K -35 -0.9%

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.