We are live on ! Find out more
SPYG icon

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
CAL
901
Capital Advisors Ltd
Ohio
$98K
FFWM
902
Future Financial Wealth Management
Ohio
$96.5K +$93K +1,163 New
PWM
903
Provident Wealth Management
Tennessee
$96.4K +$92.9K +1,162 New
PWMG
904
Prestige Wealth Management Group
New Jersey
$95.6K -$8.95K -112 -9%
BCMLT
905
Beacon Capital Management LLC (Tennessee)
Tennessee
$92.4K
AAG
906
Armstrong Advisory Group
Massachusetts
$91.9K +$1.44K +18 +2%
OLVIG
907
Oliver Lagore Vanvalin Investment Group
Michigan
$91.4K +$25.2K +315 +40%
SIS
908
Sound Income Strategies
Florida
$84.1K -$11.4K -143 -12%
CSC
909
Caldwell Sutter Capital
California
$82.9K
RFS
910
Richardson Financial Services
Massachusetts
$82.2K
WAS
911
Winch Advisory Services
Wisconsin
$80.6K +$80 +1 +0.1%
WT
912
Whittier Trust
California
$75K
PCA
913
Providence Capital Advisors
North Carolina
$73.2K
HFS
914
Hantz Financial Services
Michigan
$73K -$46.2K -578 -40%
HF
915
Halpern Financial
Virginia
$71.9K +$5.04K +63 +8%
NFA
916
Northwest Financial Advisors
Virginia
$71.3K +$68.7K +860 New
PA
917
Pineridge Advisors
Missouri
$71.1K -$359K -4,487 -84%
TC
918
Truvestments Capital
Florida
$71.1K +$68.5K +857 New
Bank Julius Baer & Co
919
Bank Julius Baer & Co
Switzerland
$70.9K -$5.17M -64,619 -99%
SIC
920
Salem Investment Counselors
North Carolina
$67.7K +$4.16K +52 +7%
SOAMC
921
Spirit of America Management Corp
New York
$66.4K +$2.32K +29 +4%
M
922
MOTCO
Texas
$64.6K
NFSG
923
Newbridge Financial Services Group
Florida
$63.5K +$3.36K +42 +6%
DSC
924
Duncker Streett & Co
Missouri
$62.2K
AA
925
Ancora Advisors
Ohio
$61.3K -$2.24K -28 -4%

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.