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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
EDRIA
101
Edmonds Duncan Registered Investment Advisors
Kansas
$32.3M +$1.65M +20,699 +6%
WH
102
Whitcomb & Hess
Ohio
$32.2M -$665K -8,319 -2%
BWFA
103
Baltimore-Washington Financial Advisors
Maryland
$32.1M +$1.12M +14,058 +4%
NB
104
Nicolet Bankshares
Wisconsin
$31.9M -$636K -7,951 -2%
OC
105
Oarsman Capital
Wisconsin
$31.7M -$621K -7,763 -2%
IFPL
106
Investments & Financial Planning LLC
Kentucky
$31.6M -$929K -11,617 -3%
KFGK
107
Keystone Financial Group (Kentucky)
Kentucky
$31M +$29.8M +373,314 New
RA
108
Riversedge Advisors
Delaware
$30.5M -$131K -1,635 -0.4%
TCM
109
Tradewinds Capital Management
Washington
$30.4M +$27.8M +348,299 +1,902%
GWAG
110
Garrett Wealth Advisory Group
Texas
$29.8M +$3.21M +40,194 +13%
WA
111
Waverly Advisors
Alabama
$29.7M +$445K +5,561 +2%
FAIM
112
Financial Advocates Investment Management
Washington
$29.6M -$175K -2,194 -0.6%
NA
113
NewEdge Advisors
Louisiana
$29.5M -$1.2M -14,961 -4%
PCA
114
Prosperity Capital Advisors
Ohio
$28.9M +$1.39M +17,375 +5%
LGW
115
Leslie Global Wealth
Illinois
$28.6M +$2.73M +34,124 +11%
CC
116
Courier Capital
New York
$28.1M +$873K +10,919 +3%
BCM
117
Brookstone Capital Management
Illinois
$28M -$917K -11,473 -3%
AIA
118
Alera Investment Advisors
Illinois
$27.8M -$2.96M -37,015 -10%
Creative Planning
119
Creative Planning
Kansas
$27.6M -$144K -1,799 -0.5%
DC
120
Destiny Capital
Colorado
$27.5M +$1.53M +19,151 +6%
KPWS
121
Kestra Private Wealth Services
Texas
$27.5M +$2.05M +25,634 +8%
CSPIA
122
Cary Street Partners Investment Advisory
Virginia
$27.4M +$1.58M +19,787 +6%
SF
123
Symphony Financial
Texas
$27M +$546K +6,831 +2%
CSPAM
124
Cary Street Partners Asset Management
Virginia
$26.5M +$1.09M +13,650 +4%
VCP
125
Verus Capital Partners
Arizona
$25.8M +$26.8K +335 +0.1%

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.