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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

1,019 hedge funds and large institutions have $22.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 327 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $3.16M

215% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 40

31% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 327

18% more capital invested

Capital invested by funds: $19.3B → $22.7B (+$3.43B)

15% more funds holding in top 10

Funds holding in top 10: 168 → 193 (+25)

7% more funds holding

Funds holding: 948 → 1,019 (+71)

0.97% more ownership

Funds ownership: 78.08% → 79.06% (+0.97%)

Holders
1,019
Holders Change
+71
Holders Change %
+7.49%
% of All Funds
14.72%
Holding in Top 10
193
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+14.88%
% of All Funds
2.79%
New
126
Increased
428
Reduced
327
Closed
40
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$501M
2
Goldman Sachs
Goldman Sachs
New York
+$171M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$168M
4
LPL Financial
LPL Financial
California
+$150M
5
SC
Savant Capital
Illinois
+$101M

Top Sellers

Rank Fund Capital Flow
1
HI
Horizon Investments
North Carolina
-$95M
2
GI
GLOBALT Investments
Georgia
-$58.8M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$47.2M
4
AIG
American International Group
New York
-$31.4M
5
Ameriprise
Ameriprise
Minnesota
-$29.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPIS
76
Financial Planning & Information Services
Wisconsin
$48.3M -$2.91M -38,921 -6%
FHA
77
Flagship Harbor Advisors
Massachusetts
$47.5M -$20.8M -279,003 -32%
MYIA
78
Mount Yale Investment Advisors
Colorado
$46.2M +$1.13M +15,108 +3%
FFS
79
Founders Financial Securities
Maryland
$46M -$2.42M -32,415 -5%
TC
80
Trilogy Capital
California
$45.9M +$1.34M +17,996 +3%
AAS
81
Ameritas Advisory Services
Nebraska
$45.2M +$2.52M +33,692 +6%
Stifel Financial
82
Stifel Financial
Missouri
$44.1M +$1.21M +16,260 +3%
PIA
83
Perennial Investment Advisors
California
$43.8M -$2.08M -27,847 -5%
LFPWM
84
Leicht Financial Planning & Wealth Management
New Jersey
$42.6M +$1.38M +18,481 +4%
WAOI
85
Wealth Advisors of Iowa
Iowa
$41.7M +$51.6M +690,653 +1,970%
RA
86
Rodgers & Associates
Pennsylvania
$40.6M -$1.94M -25,988 -5%
SWM
87
SilverOak Wealth Management
Minnesota
$39.9M +$363K +4,854 +1%
GAG
88
Goodman Advisory Group
Massachusetts
$39.8M -$12.9M -173,297 -26%
CNBT
89
Canandaigua National Bank & Trust
New York
$38.2M +$35.6M +476,659 New
T
90
TrueFG
Texas
$38M -$908K -12,156 -2%
PAS
91
Park Avenue Securities
New York
$38M +$4.95M +66,331 +16%
KWM
92
Kingsview Wealth Management
Oregon
$37.6M -$535K -7,158 -2%
IWM
93
IHT Wealth Management
Illinois
$37.1M +$111K +1,483 +0.3%
GKWIM
94
Gerber Kawasaki Wealth & Investment Management
California
$36.4M +$1.76M +23,630 +5%
AWS
95
Atria Wealth Solutions
New York
$35.4M +$8.89M +118,964 +37%
SFM
96
Signet Financial Management
New Jersey
$34.9M +$2.37M +31,782 +8%
SWP
97
Strategic Wealth Partners
Ohio
$34.4M -$376K -5,038 -1%
Wealth Enhancement Advisory Services
98
Wealth Enhancement Advisory Services
Minnesota
$33.6M -$1.06M -14,170 -3%
MWPCG
99
Measured Wealth Private Client Group
New Hampshire
$33.5M -$1.6M -21,471 -5%
EWM
100
Executive Wealth Management
Michigan
$32.7M -$2.02M -27,031 -6%
2 3
4
5 6

SPYG Hedge Fund Activity: Q2 2024 in Review

1,019 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2024, worth a combined $22.7B — up 18% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SPYG positions and 40 closed out — a net gain of 86 holders — while 428 added to existing stakes and 327 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $501M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 1,019 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2024, up from 948 in Q1 2024.
  • Funds reported $22.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2024 and 40 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $501M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2024.