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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
CIBC Private Wealth Group
126
CIBC Private Wealth Group
Georgia
$25.8M +$7.09M +88,747 +40%
BGC
127
Beutel, Goodman & Co
Ontario, Canada
$25.4M
ACA
128
Aptus Capital Advisors
Alabama
$25.3M +$24.2M +302,969 +17,002%
SFG
129
Sunburst Financial Group
Alabama
$24.9M +$1.65M +20,640 +7%
9WM
130
9258 Wealth Management
Ohio
$24.9M -$264K -3,307 -1%
DWM
131
Diversify Wealth Management
Utah
$24.6M +$3.49M +43,682 +17%
AWS
132
Atria Wealth Solutions
New York
$24.6M -$11.5M -144,496 -33%
MD
133
Money Design
Japan
$24.1M +$2.21M +27,603 +11%
HP
134
Hilltop Partners
Indiana
$23.8M +$4M +50,061 +21%
IWA
135
Inspirion Wealth Advisors
Illinois
$23.7M -$2.85M -35,610 -11%
QIM
136
Quest Investment Management
Oregon
$23.5M +$478K +5,982 +2%
CF
137
Corebridge Financial
Texas
$23.4M +$3.88M +48,600 +21%
AWA
138
Alta Wealth Advisors
Massachusetts
$23.3M +$1.25M +15,635 +6%
GWM
139
Geneos Wealth Management
Colorado
$23.2M -$726K -9,084 -3%
Truist Financial
140
Truist Financial
North Carolina
$22.9M -$2.4M -30,000 -10%
WWM
141
Western Wealth Management
Colorado
$22.8M -$3.54M -44,340 -14%
WC
142
Waterloo Capital
Texas
$22.6M -$3.29M -41,164 -13%
CCFM
143
Clear Creek Financial Management
Washington
$22.1M -$1.48M -18,499 -6%
DA
144
Drake & Associates
Wisconsin
$21.8M +$222K +2,778 +1%
CFG
145
Citizens Financial Group
Rhode Island
$21.5M +$3.64M +45,484 +21%
BOPW
146
Brandywine Oak Private Wealth
Pennsylvania
$21.5M +$760K +9,511 +4%
ES
147
Eagle Strategies
New York
$21.4M +$644K +8,057 +3%
JFA
148
JNBA Financial Advisors
Minnesota
$21.2M -$829K -10,368 -4%
CWM
149
CCG Wealth Management
California
$21.1M -$70.1K -877 -0.3%
BWG
150
Balanced Wealth Group
Ohio
$20.9M -$78.7M -984,519 -77%

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.