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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
HWM
976
Horizons Wealth Management
North Carolina
$13.1K
EW
977
Element Wealth
Mississippi
$12.6K -$3.84K -48 -24%
FDCDDQ
978
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.4K
DJSG
979
D.J. St. Germain
Massachusetts
$11.8K
PCFFS
980
Pacific Center for Financial Services
California
$10K +$80 +1 +0.8%
NRG
981
Nemes Rush Group
Michigan
$9.88K
MAM
982
Morse Asset Management
Connecticut
$9.58K +$9.19K +115 New
WWP
983
WR Wealth Planners
Missouri
$8.8K +$6.39K +80 +308%
BSB
984
Bangor Savings Bank
Maine
$8.38K
EWM
985
Evermay Wealth Management
Virginia
$8.29K +$7.99K +100 New
TIM
986
Tortoise Investment Management
New York
$7.88K
MIM
987
Macroview Investment Management
Maryland
$7.6K -$959 -12 -12%
Deutsche Bank
988
Deutsche Bank
Germany
$7.46K -$18K -225 -71%
BIM
989
Breakwater Investment Management
Washington
$7.3K
HFM
990
Hartford Financial Management
Connecticut
$7.05K
RF
991
Robinswood Financial
Washington
$7.05K
ADL
992
Asset Dedication LLC
California
$6.64K +$6.39K +80 New
CWC
993
Carolinas Wealth Consulting
North Carolina
$6.47K
MRCM
994
M&R Capital Management
New Jersey
$5.31K +$480 +6 +10%
TCM
995
TD Capital Management
Tennessee
$4.91K
JIP
996
Jaffetilchin Investment Partners
Florida
$4.81K +$4.64K +58 New
MA
997
Montag & Associates
Georgia
$4.75K -$126K -1,577 -97%
WBC
998
West Branch Capital
Massachusetts
$4.64K
VCM
999
Versant Capital Management
Arizona
$4.48K
BHWM
1000
Beaird Harris Wealth Management
Texas
$4.23K

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.