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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
KLI
801
Kelman-Lazarov Inc
Tennessee
$293K
LFAS
802
Level Four Advisory Services
Texas
$293K +$40.1K +537 +17%
RWM
803
Rockline Wealth Management
New York
$289K +$270K +3,609 New
MPCA
804
Madison Park Capital Advisors
Washington
$288K +$268K +3,590 New
BFG
805
Bleakley Financial Group
New Jersey
$287K
LCGC
806
Legacy Capital Group California
California
$286K +$267K +3,575 New
IWS
807
Insight Wealth Strategies
California
$286K +$448 +6 +0.2%
AA
808
AlphaMark Advisors
Kentucky
$285K +$28.9K +387 +12%
FPW
809
Flagship Private Wealth
Massachusetts
$284K -$16.1K -216 -6%
Jane Street
810
Jane Street
New York
$281K -$6.06M -81,077 -96%
OW
811
Olistico Wealth
Oklahoma
$276K
PFG
812
Peterson Financial Group
Iowa
$275K +$257K +3,435 New
DWT
813
Dorsey & Whitney Trust
South Dakota
$275K
SFG
814
Snider Financial Group
Washington
$274K -$17.5K -234 -6%
RWM
815
RBA Wealth Management
California
$269K +$3.44K +46 +1%
BOSSRA
816
B.O.S.S. Retirement Advisors
Utah
$268K +$250K +3,348 New
SIC
817
Samalin Investment Counsel
New York
$268K +$26.2K +351 +12%
RWP
818
RWA Wealth Partners
Massachusetts
$266K +$248K +3,321 New
VL
819
Vima LLC
Michigan
$265K +$40.5K +542 +20%
WIA
820
World Investment Advisors
California
$264K +$246K +3,294 New
FNC
821
First National Corp
Massachusetts
$261K -$3.29K -44 -1%
AWA
822
Arkadios Wealth Advisors
Georgia
$258K +$241K +3,226 New
AG
823
AlTi Global
New York
$258K +$149 +2 +0.1%
SAG
824
SageView Advisory Group
California
$258K -$542K -7,252 -69%
CW
825
Channel Wealth
California
$258K +$240K +3,216 New

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.