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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
LIS
926
Legacy Investment Solutions
Idaho
$59.7K +$54.6K +683 New
LWMI
927
Legacy Wealth Management (Idaho)
Idaho
$59.7K +$54.6K +683 New
SC
928
Stephens Consulting
Michigan
$59.7K
GWP
929
Gen-Wealth Partners
Michigan
$59.4K
SC
930
Steph & Co
Wisconsin
$55K +$53K +663 New
FAM
931
Family Asset Management
South Carolina
$53.8K +$2.4K +30 +5%
BTI
932
Blue Trust Inc
Georgia
$53.1K +$26.4K +330 +99%
CHC
933
City Holding Co
West Virginia
$53.1K
CAM
934
Creekmur Asset Management
Illinois
$51.8K +$50K +625 New
HCM
935
Hollencrest Capital Management
California
$50.9K +$240 +3 +0.5%
BCWM
936
Bartlett & Co Wealth Management
Ohio
$49.8K
LWA
937
Lowe Wealth Advisors
Maryland
$48.2K
SC
938
Sawyer & Company
Massachusetts
$46K -$33.2K -415 -43%
CAM
939
Costello Asset Management
Pennsylvania
$45.2K +$16K +200 +58%
UFAC
940
Urban Financial Advisory Corp
Illinois
$45.2K +$43.6K +545 New
JFGIW
941
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$43.5K +$7.43K +93 +22%
CA
942
Clearstead Advisors
Ohio
$40.3K +$160 +2 +0.4%
FMII
943
Farmers & Merchants Investments Inc
Nebraska
$37.2K
FM
944
Family Management
New York
$36.9K
BBHC
945
Brown Brothers Harriman & Co
New York
$36K +$34.7K +434 New
MSG
946
Main Street Group
Virginia
$31.7K -$160 -2 -0.5%
IF
947
Integrity Financial
Wyoming
$30.7K +$2.24K +28 +8%
FAM
948
Flaharty Asset Management
Florida
$29K +$28K +350 New
NRC
949
New Republic Capital
North Carolina
$28.7K
WWM
950
Wolff Wiese Magana
California
$28.7K +$80 +1 +0.3%

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.