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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
Charles Schwab
801
Charles Schwab
California
$439K -$114K -1,324 -21%
RWM
802
Rockline Wealth Management
New York
$438K +$43.8K +507 +11%
CFS
803
Coordinated Financial Services
Colorado
$438K +$430K +4,979 New
BP
804
Ballentine Partners
Massachusetts
$432K +$90.7K +1,050 +27%
VBFP
805
Valtinson Bruner Financial Planning
Minnesota
$431K +$16.2K +187 +4%
GWA
806
Gratus Wealth Advisors
Virginia
$429K -$3.35M -38,720 -89%
SIC
807
Samalin Investment Counsel
New York
$427K +$6.48K +75 +2%
BI
808
Ballast Inc
Kentucky
$427K -$13.5K -156 -3%
GFPC
809
Global Financial Private Client
Florida
$426K -$778 -9 -0.2%
AF
810
Arrow Financial
New York
$426K
TAM
811
Tucker Asset Management
Colorado
$424K
ANTB
812
AMG National Trust Bank
Colorado
$422K
SMA
813
Sage Mountain Advisors
Georgia
$421K
FLPIM
814
F.L. Putnam Investment Management
Massachusetts
$415K -$14.3K -165 -3%
CCG
815
Catalina Capital Group
California
$415K +$86 +1 +0%
HWA
816
HHM Wealth Advisors
Tennessee
$414K
FPL
817
Fortress Private Ledger
North Carolina
$411K +$404K +4,679 New
WSFS
818
Wilmington Savings Fund Society
Delaware
$409K
CWM
819
Cahaba Wealth Management
Georgia
$407K
EWM
820
EPG Wealth Management
Georgia
$404K -$5.36K -62 -1%
CIAS
821
Capital Investment Advisory Services
North Carolina
$402K -$1.9K -22 -0.5%
SMC
822
Smith, Moore & Co
Missouri
$402K -$1.47K -17 -0.4%
RWB
823
RMR Wealth Builders
New Jersey
$398K -$36K -417 -8%
AP
824
Americana Partners
Texas
$396K
EWM
825
Empirical Wealth Management
Washington
$390K +$148K +1,711 +63%

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.