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State Street SPDR Portfolio S&P 500 Growth ETF

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: 179210 (+31)

15% more repeat investments, than reductions

Existing positions increased: 431 | Existing positions reduced: 375

11% more funds holding

Funds holding: 1,0191,136 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SOAMC
1001
Spirit of America Management Corp
New York
$118K +$46.3K +536 +67%
CIR
1002
Clear Investment Research
Georgia
$117K +$173 +2 +0.2%
MMCM
1003
Murphy & Mullick Capital Management
New York
$114K +$112K +1,299 New
CWM
1004
Copia Wealth Management
Oregon
$113K +$111K +1,283 New
FG
1005
Fairman Group
Pennsylvania
$110K
National Bank of Canada
1006
National Bank of Canada
Quebec, Canada
$109K
CFB
1007
Cullen/Frost Bankers
Texas
$109K +$107K +1,242 New
JFGIW
1008
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$108K +$58.2K +674 +129%
CTC
1009
Central Trust Company
Missouri
$108K
CAL
1010
Capital Advisors Ltd
Ohio
$104K
FFWM
1011
Future Financial Wealth Management
Ohio
$102K
PWM
1012
Provident Wealth Management
Tennessee
$102K
PWMG
1013
Prestige Wealth Management Group
New Jersey
$101K
LWA
1014
Lowe Wealth Advisors
Maryland
$98.8K +$46.9K +543 +93%
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
$97.9K
RWPA
1016
Richard W. Paul & Associates
Michigan
$97.1K -$7.86K -91 -8%
AAG
1017
Armstrong Advisory Group
Massachusetts
$91.5K -$5.79K -67 -6%
NSIM
1018
North Star Investment Management
Illinois
$90.7K +$89.2K +1,032 New
CSC
1019
Caldwell Sutter Capital
California
$87.9K
FIA
1020
FPC Investment Advisory
California
$83.8K +$80.3K +929 New
WT
1021
Whittier Trust
California
$83K +$3.46K +40 +4%
WAS
1022
Winch Advisory Services
Wisconsin
$82.7K -$2.68K -31 -3%
CMP
1023
Coston McIsaac & Partners
Maine
$82K -$16.9K -196 -17%
HFS
1024
Hantz Financial Services
Michigan
$77K
TC
1025
Truvestments Capital
Florida
$75.3K

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.