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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
RWM
801
RBA Wealth Management
California
$279K -$80 -1 -0%
AA
802
AlphaMark Advisors
Kentucky
$276K -$18.5K -231 -6%
LSIA
803
LaSalle St. Investment Advisors
Illinois
$275K -$110K -1,380 -29%
VL
804
Vima LLC
Michigan
$275K +$80 +1 +0%
SFB
805
STAR Financial Bank
Indiana
$274K +$264K +3,303 New
NL
806
NWAM LLC
Washington
$274K +$264K +3,299 New
KCFA
807
Key Client Fiduciary Advisors
New Jersey
$271K +$23.5K +294 +10%
FNC
808
First National Corp
Massachusetts
$270K
AG
809
AlTi Global
New York
$267K +$160 +2 +0.1%
BW
810
Bison Wealth
Georgia
$267K +$257K +3,217 New
CAM
811
Cozad Asset Management
Illinois
$266K +$53.8K +673 +27%
QCM
812
QRG Capital Management
Illinois
$265K +$255K +3,196 New
AWM
813
Able Wealth Management
New Jersey
$263K -$68.4K -856 -21%
FCA
814
FinTrust Capital Advisors
South Carolina
$262K +$20.8K +260 +9%
PFBT
815
Parkside Financial Bank & Trust
Missouri
$261K +$15.9K +199 +7%
CCM
816
Condor Capital Management
New Jersey
$256K +$160 +2 +0.1%
ES
817
ETF Store
Kansas
$253K -$65.8K -823 -21%
WF
818
Warner Financial
Maryland
$251K +$320 +4 +0.1%
MWM
819
Merriman Wealth Management
Washington
$251K +$241K +3,021 New
VR
820
Valued Retirements
Texas
$249K
TPW
821
Talon Private Wealth
Florida
$247K +$239K +2,984 New
IP
822
Investment Partners
Ohio
$247K
OP
823
ORG Partners
Indiana
$247K -$16.1K -202 -6%
SEIA
824
Signature Estate & Investment Advisors
California
$246K +$320 +4 +0.1%
BJL
825
Brighton Jones LLC
Washington
$245K +$236K +2,948 New

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.