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State Street SPDR Portfolio S&P 500 Growth ETF

1,019 hedge funds and large institutions have $22.7B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 126 funds opening new positions, 428 increasing their positions, 327 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,066% more call options, than puts

Call options by funds: $36.8M | Put options by funds: $3.16M

215% more first-time investments, than exits

New positions opened: 126 | Existing positions closed: 40

31% more repeat investments, than reductions

Existing positions increased: 428 | Existing positions reduced: 327

18% more capital invested

Capital invested by funds: $19.3B → $22.7B (+$3.43B)

15% more funds holding in top 10

Funds holding in top 10: 168193 (+25)

7% more funds holding

Funds holding: 9481,019 (+71)

0.97% more ownership

Funds ownership: 78.08%79.06% (+0.97%)

Holders
1,019
Holders Change
+71
Holders Change %
+7.49%
% of All Funds
14.72%
Holding in Top 10
193
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+14.88%
% of All Funds
2.79%
New
126
Increased
428
Reduced
327
Closed
40
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Change in
Stake
GLA
101
Good Life Advisors
Pennsylvania
$32.6M +$3.44M +46,113 +13%
WCAMG
102
Woodard & Company Asset Management Group
North Carolina
$32.5M +$2.8M +37,488 +10%
WH
103
Whitcomb & Hess
Ohio
$31.8M +$423K +5,657 +1%
EFL
104
ERn Financial LLC
Wisconsin
$31.6M +$7.78M +104,205 +36%
NB
105
Nicolet Bankshares
Wisconsin
$31.5M -$1.09M -14,569 -4%
IFPL
106
Investments & Financial Planning LLC
Kentucky
$31.5M +$339K +4,536 +1%
GI
107
GLOBALT Investments
Georgia
$31.4M -$58.8M -787,734 -67%
OC
108
Oarsman Capital
Wisconsin
$31.2M +$3.14M +42,072 +12%
CF
109
Convergence Financial
Missouri
$30.6M +$2.3M +30,737 +9%
BWM
110
Buska Wealth Management
Wisconsin
$30.2M +$2.33M +31,194 +9%
BWFA
111
Baltimore-Washington Financial Advisors
Maryland
$29.9M +$1.21M +16,239 +5%
AIA
112
Alera Investment Advisors
Illinois
$29.8M -$9.02M -120,829 -25%
NA
113
NewEdge Advisors
Louisiana
$29.7M +$3.51M +46,991 +14%
WAG
114
Winthrop Advisory Group
Massachusetts
$29.6M
RA
115
Riversedge Advisors
Delaware
$29.6M -$445K -5,952 -2%
EDRIA
116
Edmonds Duncan Registered Investment Advisors
Kansas
$29.5M -$2.83M -37,833 -9%
SWP
117
Stratos Wealth Partners
Ohio
$29.2M +$3.28M +43,891 +14%
CA
118
CGN Advisors
Kansas
$29.1M +$5.27M +70,541 +24%
FAIM
119
Financial Advocates Investment Management
Washington
$28.8M +$1.16M +15,582 +5%
WA
120
Waverly Advisors
Alabama
$28.2M +$1.1M +14,739 +4%
BCM
121
Brookstone Capital Management
Illinois
$28.2M -$16.6M -221,977 -39%
PFS
122
Prospera Financial Services
Texas
$27.9M -$140K -1,879 -0.5%
PS
123
Principal Securities
Iowa
$27.4M +$24.7M +330,274 +2,761%
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$26.8M +$4.98M +66,728 +25%
Creative Planning
125
Creative Planning
Kansas
$26.8M -$399K -5,340 -2%

SPYG Hedge Fund Activity: Q2 2024 in Review

1,019 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) for Q2 2024, worth a combined $22.7B — up 18% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 126 funds opened new SPYG positions and 40 closed out — a net gain of 86 holders — while 428 added to existing stakes and 327 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $501M. The largest seller was Horizon Investments, cutting an estimated $95M.

  • 1,019 institutional investors held State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) as of Q2 2024, up from 948 in Q1 2024.
  • Funds reported $22.7B of State Street SPDR Portfolio S&P 500 Growth ETF stock for Q2 2024, up 18% quarter-over-quarter.
  • 126 funds opened new State Street SPDR Portfolio S&P 500 Growth ETF positions in Q2 2024 and 40 closed out, a net change of +86 holders.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF buyer in Q2 2024 was Envestnet Asset Management, an estimated $501M added.
  • The largest State Street SPDR Portfolio S&P 500 Growth ETF seller in Q2 2024 was Horizon Investments, an estimated $95M sold.

Based on aggregated 13F filings for Q2 2024.