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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

1,136 hedge funds and large institutions have $31.1B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 190 funds opening new positions, 431 increasing their positions, 375 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,179% more call options, than puts

Call options by funds: $107M | Put options by funds: $8.4M

296% more first-time investments, than exits

New positions opened: 190 | Existing positions closed: 48

38% more capital invested

Capital invested by funds: $22.5B → $31.1B (+$8.57B)

17% more funds holding in top 10

Funds holding in top 10: 179 → 210 (+31)

15% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 375

11% more funds holding

Funds holding: 1,019 → 1,136 (+117)

4.06% more ownership

Funds ownership: 75.73% → 79.79% (+4.1%)

Holders
1,136
Holders Change
+117
Holders Change %
+11.48%
% of All Funds
14.96%
Holding in Top 10
210
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.32%
% of All Funds
2.77%
New
190
Increased
431
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$929M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$312M
3
DWM
Dynasty Wealth Management
Florida
+$306M
4
CWM
Connecticut Wealth Management
Connecticut
+$240M
5
LPL Financial
LPL Financial
California
+$226M

Top Sellers

Rank Fund Capital Flow
1
AF
Allworth Financial
California
-$80.3M
2
HI
Horizon Investments
North Carolina
-$78.9M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$42.4M
4
MCM
Mainstay Capital Management
Michigan
-$40.4M
5
FCAS
First Command Advisory Services
Texas
-$31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
76
Cambridge Investment Research Advisors
Iowa
$59.9M +$380K +4,402 +0.7%
RWM
77
Reston Wealth Management
Virginia
$59.7M +$228K +2,644 +0.4%
KA
78
Klingman & Associates
New York
$59.3M -$772K -8,932 -1%
ACA
79
Ackerman Capital Advisors
Texas
$58.5M +$174K +2,013 +0.3%
FCAS
80
First Command Advisory Services
Texas
$57.4M -$31M -359,122 -35%
KAS
81
Kestra Advisory Services
Texas
$55.8M +$1.36M +15,737 +3%
CFG
82
Compton Financial Group
Maryland
$54.7M +$1.09M +12,561 +2%
ETS
83
ESL Trust Services
New York
$54.7M +$96.3K +1,114 +0.2%
MFG
84
Merit Financial Group
Georgia
$53M +$1.03M +11,938 +2%
MYIA
85
Mount Yale Investment Advisors
Colorado
$52.9M +$52M +601,776 New
NA
86
Nottingham Advisors
New York
$52.7M -$6.31M -73,067 -11%
Wealth Enhancement Advisory Services
87
Wealth Enhancement Advisory Services
Minnesota
$51M +$15.3M +176,773 +44%
EWA
88
ERTS Wealth Advisors
Michigan
$47.8M -$3.27M -37,895 -7%
SWM
89
SilverOak Wealth Management
Minnesota
$47.6M +$2.51M +29,047 +6%
LFPWM
90
Leicht Financial Planning & Wealth Management
New Jersey
$46.1M -$810K -9,379 -2%
CNBT
91
Canandaigua National Bank & Trust
New York
$45M +$1.23M +14,254 +3%
PIA
92
Perennial Investment Advisors
California
$43.5M -$3.82M -44,231 -8%
IWM
93
IHT Wealth Management
Illinois
$42.9M -$165K -1,914 -0.4%
TC
94
Trilogy Capital
California
$41.6M +$1.47M +17,058 +4%
RA
95
Rodgers & Associates
Pennsylvania
$41.2M -$1.94M -22,443 -5%
BEI
96
Benjamin Edwards Inc
Missouri
$41.2M +$1.41M +16,360 +4%
CA
97
CGN Advisors
Kansas
$41M +$1.76M +20,379 +5%
T
98
TrueFG
Texas
$40.8M -$392K -4,539 -1%
AWS
99
Atria Wealth Solutions
New York
$38.9M +$12.6M +146,396 +49%
CSP
100
Cary Street Partners
Virginia
$38.7M +$38.1M +440,434 New
2 3
4
5 6

SPYG Hedge Fund Activity: Q4 2024 in Review

1,136 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q4 2024, worth a combined $31.1B — up 38% from $22.5B a quarter earlier.

Buyers outnumbered sellers: 190 funds opened new SPYG positions and 48 closed out — a net gain of 142 holders — while 431 added to existing stakes and 375 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $929M. The largest seller was Allworth Financial, cutting an estimated $80.3M.

  • 1,136 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q4 2024, up from 1,019 in Q3 2024.
  • Funds reported $31.1B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q4 2024, up 38% quarter-over-quarter.
  • 190 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q4 2024 and 48 closed out, a net change of +142 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $929M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q4 2024 was Allworth Financial, an estimated $80.3M sold.

Based on aggregated 13F filings for Q4 2024.