We are live on ! Find out more
SPYG icon

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
PCA
126
Prosperity Capital Advisors
Ohio
$26.5M +$9.63M +128,898 +64%
CC
127
Courier Capital
New York
$26.3M +$860K +11,521 +4%
CWM
128
Cordatus Wealth Management
Pennsylvania
$26.3M +$494K +6,613 +2%
SF
129
Symphony Financial
Texas
$25.9M +$3.56M +47,710 +17%
BFG
130
Buttonwood Financial Group
Missouri
$25.9M +$8.23M +110,158 +52%
MAM
131
MMA Asset Management
Pennsylvania
$25.9M +$478K +6,399 +2%
IWA
132
Inspirion Wealth Advisors
Illinois
$25.8M -$636K -8,512 -3%
GWAG
133
Garrett Wealth Advisory Group
Texas
$25.6M +$2.8M +37,536 +13%
WWM
134
Western Wealth Management
Colorado
$25.6M +$1.28M +17,167 +6%
WC
135
Waterloo Capital
Texas
$25.2M +$4.79M +64,183 +26%
DC
136
Destiny Capital
Colorado
$25.2M -$571K -7,649 -2%
LGW
137
Leslie Global Wealth
Illinois
$24.9M +$23.2M +311,041 New
CSPIA
138
Cary Street Partners Investment Advisory
Virginia
$24.9M +$1.16M +15,559 +5%
BGC
139
Beutel, Goodman & Co
Ontario, Canada
$24.6M -$3.44M -46,090 -13%
CSPAM
140
Cary Street Partners Asset Management
Virginia
$24.5M +$679K +9,096 +3%
Truist Financial
141
Truist Financial
North Carolina
$24.5M -$1.12K -15 -0%
KPWS
142
Kestra Private Wealth Services
Texas
$24.4M +$4.62M +61,871 +26%
9WM
143
9258 Wealth Management
Ohio
$24.3M -$1.28M -17,160 -5%
VCP
144
Verus Capital Partners
Arizona
$24.3M -$609K -8,159 -3%
FSA
145
Financial Services Advisory
Maryland
$24.2M +$13M +173,454 +135%
BFEC
146
Benjamin F. Edwards & Company
Missouri
$24.2M +$961K +12,870 +4%
GWM
147
Geneos Wealth Management
Colorado
$23.2M +$2.75M +36,769 +15%
CCFM
148
Clear Creek Financial Management
Washington
$22.8M -$1.44M -19,325 -6%
SFG
149
Sunburst Financial Group
Alabama
$22.4M +$830K +11,113 +4%
QIM
150
Quest Investment Management
Oregon
$22.2M -$1.25M -16,794 -6%

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.