We are live on ! Find out more
SPYG icon

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
CGPCS
851
Capital Group Private Client Services
California
$344K +$338K +3,917 New
NCTC
852
New Covenant Trust Company
Indiana
$343K
BWL
853
Bogart Wealth LLC
Virginia
$340K -$12.2K -141 -4%
BFS
854
Bradley Foster & Sargent
Connecticut
$337K +$332K +3,838 New
JWCA
855
J.W. Coons Advisors
Ohio
$336K -$25.1K -290 -7%
KWM
856
Keebeck Wealth Management
Illinois
$335K +$329K +3,809 New
DL
857
DOHJ LLC
Washington
$334K +$605 +7 +0.2%
LWA
858
LifeGoal Wealth Advisors
New York
$333K +$328K +3,794 New
KTA
859
Keeley-Teton Advisors
Illinois
$330K
JIC
860
Johnson Investment Counsel
Ohio
$328K +$103K +1,187 +47%
PI
861
PFG Investments
New York
$327K +$322K +3,721 New
RIA
862
Realta Investment Advisors
Delaware
$326K +$167K +1,931 +112%
CIA
863
Cape Investment Advisory
Georgia
$326K +$20.9K +242 +7%
SFS
864
Stiles Financial Services
Minnesota
$326K -$4.75K -55 -1%
AF
865
Amara Financial
California
$325K +$432 +5 +0.1%
PPWP
866
Proquility Private Wealth Partners
Nevada
$322K
KLI
867
Kelman-Lazarov Inc
Tennessee
$322K
RWM
868
RBA Wealth Management
California
$321K +$25.2K +292 +9%
LFAS
869
Level Four Advisory Services
Texas
$321K -$518 -6 -0.2%
BFG
870
Bleakley Financial Group
New Jersey
$319K +$3.63K +42 +1%
MAS
871
Madden Advisory Services
Florida
$319K -$518 -6 -0.2%
SFG
872
Snider Financial Group
Washington
$317K -$4.32K -50 -1%
IWS
873
Insight Wealth Strategies
California
$315K +$518 +6 +0.2%
NL
874
NWAM LLC
Washington
$310K +$19.9K +230 +7%
QCM
875
QRG Capital Management
Illinois
$309K +$27.4K +317 +10%

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.