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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
Bessemer Group
876
Bessemer Group
New Jersey
$163K +$157K +1,969 New
EB
877
Eastern Bank
Massachusetts
$162K +$156K +1,950 New
CT
878
Colonial Trust
South Carolina
$159K
AW
879
Avion Wealth
Texas
$158K -$10.2K -128 -6%
CPA
880
Clear Point Advisors
New York
$151K -$29.7K -371 -17%
IBOK
881
Independence Bank of Kentucky
Kentucky
$151K +$145K +1,815 New
CSB
882
City State Bank
Iowa
$150K
HPC
883
HM Payson & Co
Maine
$148K +$128K +1,600 +851%
MFA
884
Morling Financial Advisors
California
$148K
BLC
885
Brown, Lisle/Cummings
Rhode Island
$148K
RIA
886
Realta Investment Advisors
Delaware
$146K -$227K -2,836 -62%
Kayne Anderson Rudnick Investment Management
887
Kayne Anderson Rudnick Investment Management
California
$141K
MWM
888
Mascoma Wealth Management
New Hampshire
$133K
CFG
889
Copley Financial Group
California
$132K +$128K +1,597 New
MAM
890
Marquette Asset Management
Minnesota
$126K
CSWM
891
Cassady Schiller Wealth Management
Ohio
$121K
GTAM
892
Global Trust Asset Management
Florida
$116K
NB
893
NBT Bank
New York
$113K +$95K +1,189 +676%
VWWMG
894
Vermillion & White Wealth Management Group
Pennsylvania
$111K -$80 -1 -0.1%
CIR
895
Clear Investment Research
Georgia
$110K +$106K +1,326 New
PWM
896
Partnership Wealth Management
Maryland
$108K -$45.4K -568 -30%
FG
897
Fairman Group
Pennsylvania
$104K
National Bank of Canada
898
National Bank of Canada
Quebec, Canada
$103K
CTC
899
Central Trust Company
Missouri
$102K +$10.7K +134 +12%
RWPA
900
Richard W. Paul & Associates
Michigan
$99.2K -$3.78M -47,264 -98%

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.