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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$108M |
| 2 |
KIM
Kestra Investment Management
Austin,
Texas
|
+$74.3M |
| 3 |
GKWIM
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
|
+$69.1M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$65.6M |
| 5 |
BEI
Benjamin Edwards Inc
Clayton,
Missouri
|
+$34.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$479M |
| 2 |
DWM
Dynasty Wealth Management
St. Petersburg,
Florida
|
-$279M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$180M |
| 4 |
BWG
Balanced Wealth Group
Westlake,
Ohio
|
-$78.7M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$63.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PCM
1076
Penserra Capital Management
Orinda,
California
| – | -$8K | -98 | Closed |
|
|
TCCM
1077
Timber Creek Capital Management
Boston,
Massachusetts
| – | -$7.33K | -91 | Closed |
|
|
BWP
1078
Baldwin Wealth Partners
Marion,
Massachusetts
| – | -$6.41K | -80 | Closed |
|
1079
BlackRock
New York
| – | -$5.53K | -69 | Closed |
|
|
FWA
1080
FSC Wealth Advisors
Fishkill,
New York
| – | -$4.41K | -55 | Closed |
|
|
IC
1081
Innealta Capital
Austin,
Texas
| – | -$2.65K | -33 | Closed |
|
|
BF
1082
BOK Financial
Tulsa,
Oklahoma
| – | -$2.24K | -28 | Closed |
|
|
CPG
1083
Cornerstone Planning Group
Fairfield,
New Jersey
| – | -$1.03K | -14 | Closed |
|
|
VAG
1084
VisionPoint Advisory Group
Dallas,
Texas
| – | -$881 | -11 | Closed |
|
|
WIA
1085
Wetzel Investment Advisors
Indianapolis,
Indiana
| – | -$439 | -6 | Closed |
|
|
RFG
1086
RFP Financial Group
Atlanta,
Georgia
| – | -$160 | -2 | Closed |
|
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.