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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
SFM
101
Signet Financial Management
New Jersey
$38.1M -$522K -6,040 -1%
DWM
102
Diversify Wealth Management
Utah
$37.6M +$11.6M +134,620 +46%
BWM
103
Buska Wealth Management
Wisconsin
$37.4M +$2.18M +25,182 +6%
OC
104
Oarsman Capital
Wisconsin
$37.4M +$3.76M +43,540 +11%
WCAMG
105
Woodard & Company Asset Management Group
North Carolina
$36.5M -$383K -4,436 -1%
EFL
106
ERn Financial LLC
Wisconsin
$36.4M -$164K -1,896 -0.5%
CF
107
Convergence Financial
Missouri
$36.2M -$112K -1,293 -0.3%
CC
108
Courier Capital
New York
$36.1M +$6.19M +71,672 +21%
BWFA
109
Baltimore-Washington Financial Advisors
Maryland
$35.2M +$1.12M +12,916 +3%
EWM
110
Executive Wealth Management
Michigan
$34.9M -$664K -7,685 -2%
KFGK
111
Keystone Financial Group (Kentucky)
Kentucky
$33.8M +$995K +11,516 +3%
GWAG
112
Garrett Wealth Advisory Group
Texas
$33.8M +$2.14M +24,757 +7%
GLA
113
Good Life Advisors
Pennsylvania
$33.1M -$3.95M -45,710 -11%
WH
114
Whitcomb & Hess
Ohio
$33.1M -$1.04M -12,078 -3%
NB
115
Nicolet Bankshares
Wisconsin
$32.8M -$1.01M -11,725 -3%
IFPL
116
Investments & Financial Planning LLC
Kentucky
$32.8M -$713K -8,254 -2%
FAIM
117
Financial Advocates Investment Management
Washington
$32.8M +$1.37M +15,870 +4%
PCA
118
Prosperity Capital Advisors
Ohio
$32.7M +$2.07M +23,963 +7%
LGW
119
Leslie Global Wealth
Illinois
$32.7M +$2.32M +26,822 +8%
RA
120
Riversedge Advisors
Delaware
$31.9M -$408K -4,727 -1%
SWP
121
Stratos Wealth Partners
Ohio
$31.7M -$3.86M -44,720 -11%
TCM
122
Tradewinds Capital Management
Washington
$31.7M -$547K -6,334 -2%
KPWS
123
Kestra Private Wealth Services
Texas
$30.8M +$1.81M +20,975 +6%
SF
124
Symphony Financial
Texas
$30.1M +$331K +3,832 +1%
DC
125
Destiny Capital
Colorado
$29.8M +$463K +5,359 +2%

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.