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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
MFG
76
Merit Financial Group
Georgia
$49M -$4.15M -51,930 -8%
EWA
77
ERTS Wealth Advisors
Michigan
$48.2M -$27.9M -349,253 -38%
AAS
78
Ameritas Advisory Services
Nebraska
$45.8M -$981K -12,270 -2%
PIA
79
Perennial Investment Advisors
California
$44.7M -$632K -7,911 -1%
LFPWM
80
Leicht Financial Planning & Wealth Management
New Jersey
$44.3M +$185K +2,315 +0.4%
SWM
81
SilverOak Wealth Management
Minnesota
$42.5M +$1.12M +14,019 +3%
CNBT
82
Canandaigua National Bank & Trust
New York
$41.3M +$1.72M +21,487 +5%
RA
83
Rodgers & Associates
Pennsylvania
$40.8M -$1.18M -14,761 -3%
IWM
84
IHT Wealth Management
Illinois
$40.6M +$2.13M +26,604 +6%
MAM
85
MMA Asset Management
Pennsylvania
$39M +$17.1M +214,140 +66%
T
86
TrueFG
Texas
$38.8M -$497K -6,214 -1%
TC
87
Trilogy Capital
California
$37.8M -$9.31M -116,462 -20%
BEI
88
Benjamin Edwards Inc
Missouri
$37.5M +$34.8M +435,481 +2,658%
CA
89
CGN Advisors
Kansas
$37M +$6.66M +83,281 +23%
KWM
90
Kingsview Wealth Management
Oregon
$36.7M -$2.11M -26,424 -6%
SFM
91
Signet Financial Management
New Jersey
$36.4M +$253K +3,165 +0.7%
Two Sigma Investments
92
Two Sigma Investments
New York
$35.8M +$28.1M +351,500 +439%
GLA
93
Good Life Advisors
Pennsylvania
$35M +$1.18M +14,796 +4%
WCAMG
94
Woodard & Company Asset Management Group
North Carolina
$34.8M +$1.04M +13,071 +3%
EFL
95
ERn Financial LLC
Wisconsin
$34.5M +$1.71M +21,367 +5%
CF
96
Convergence Financial
Missouri
$34.3M +$2.54M +31,730 +8%
SWP
97
Stratos Wealth Partners
Ohio
$33.7M +$3.27M +40,897 +11%
EWM
98
Executive Wealth Management
Michigan
$33.5M -$257K -3,221 -0.8%
Wealth Enhancement Advisory Services
99
Wealth Enhancement Advisory Services
Minnesota
$33.5M -$1.26M -15,752 -4%
BWM
100
Buska Wealth Management
Wisconsin
$33.2M +$1.93M +24,196 +6%

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.