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State Street SPDR Portfolio S&P 500 Growth ETF
SPYG

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: 1,019 → 1,019 (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: 193 → 179 (-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

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$108M
2
KIM
Kestra Investment Management
Texas
+$74.3M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$69.1M
4
AWM
AE Wealth Management
Kansas
+$65.6M
5
BEI
Benjamin Edwards Inc
Missouri
+$34.8M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$479M
2
DWM
Dynasty Wealth Management
Florida
-$279M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$180M
4
BWG
Balanced Wealth Group
Ohio
-$78.7M
5
BCI
Brinker Capital Investments
Pennsylvania
-$63.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1001
Ransom Advisory
Rhode Island
$4.15K – – –
RBC
1002
Roble Belko & Company
Pennsylvania
$4K – – –
APC
1003
Aspire Private Capital
North Carolina
$2.99K – – –
EA
1004
Evolution Advisers
Virginia
$2K +$1.92K +24 New
PP
1005
Pacifica Partners
Canada
$1.99K – – –
CJH
1006
Christopher J. Hasenberg
Wisconsin
$1.66K – – –
FFA
1007
Frazier Financial Advisors
Ohio
$1.49K – – –
MCM
1008
Manchester Capital Management
Vermont
$1.25K +$719 +9 +150%
BC
1009
Broadwater Capital
Massachusetts
$1.24K – – –
MFA
1010
McClarren Financial Advisors
Pennsylvania
$1.16K +$194K +2,432 +152%
TF
1011
Tompkins Financial
New York
$912 – – –
BNP Paribas Financial Markets
1012
BNP Paribas Financial Markets
France
$829 -$240K -3,001 -100%
SFCL
1013
Strengthening Families & Communities LLC
Massachusetts
$746 -$6.55K -82 -90%
EFP
1014
EnRich Financial Partners
Wisconsin
$664 – – –
SHF
1015
Safe Harbor Fiduciary
Florida
$498 +$480 +6 New
BAM
1016
Byrne Asset Management
New Jersey
$415 – – –
RFG
1017
REAP Financial Group
Texas
$249 – – –
RS
1018
Rakuten Securities
Japan
$166 -$320 -4 -67%
RDFA
1019
Ritter Daniher Financial Advisory
Ohio
$166 +$160 +2 New
CMP
1020
Coston McIsaac & Partners
Maine
$93 – – –
DWM
1021
Dynasty Wealth Management
Florida
– -$279M -3,478,989 Closed
MYIA
1022
Mount Yale Investment Advisors
Colorado
– -$46.2M -576,263 Closed
GI
1023
GLOBALT Investments
Georgia
– -$31.4M -392,009 Closed
CWM
1024
Cordatus Wealth Management
Pennsylvania
– -$26.3M -327,793 Closed
WA
1025
Win Advisors
Florida
– -$6.33M -79,001 Closed
39 40
41
42 43

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.