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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
ACA
126
Aptus Capital Advisors
Alabama
$29.7M +$2.84M +32,857 +11%
SFG
127
Sunburst Financial Group
Alabama
$29M +$2.5M +28,945 +10%
KA
128
Kozak & Associates
Colorado
$28.5M +$9M +104,126 +48%
NA
129
NewEdge Advisors
Louisiana
$28.4M -$2.91M -33,623 -9%
PFS
130
Prospera Financial Services
Texas
$28.1M +$27M +312,558 +4,610%
RIM
131
Redwood Investment Management
Arizona
$28M +$22M +254,367 +396%
HSWS
132
Higgins & Schmidt Wealth Strategies
Colorado
$27.9M +$5.73M +66,315 +26%
GWM
133
Geneos Wealth Management
Colorado
$27.9M +$3.26M +37,693 +13%
CWM
134
Cordatus Wealth Management
Pennsylvania
$27.1M +$26.6M +307,966 New
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$27.1M -$552K -6,385 -2%
VCP
136
Verus Capital Partners
Arizona
$26.8M -$564K -6,525 -2%
WWM
137
Western Wealth Management
Colorado
$26.3M +$2.14M +24,812 +9%
MAM
138
MMA Asset Management
Pennsylvania
$26.2M -$20.6M -238,397 -44%
WMR
139
Wealth Management Resources
Rhode Island
$26.2M +$5.79M +66,995 +29%
BCM
140
Brookstone Capital Management
Illinois
$26.1M -$3.49M -40,377 -12%
WC
141
Waterloo Capital
Texas
$26.1M +$2.07M +23,948 +9%
CFG
142
Citizens Financial Group
Rhode Island
$25.5M +$2.68M +30,999 +12%
AWA
143
Alta Wealth Advisors
Massachusetts
$25M +$379K +4,391 +2%
IWA
144
Inspirion Wealth Advisors
Illinois
$24.4M -$922K -10,667 -4%
Truist Financial
145
Truist Financial
North Carolina
$24.3M +$89.4K +1,035 +0.4%
GIA
146
Gladstone Institutional Advisory
Florida
$24.2M +$4.19M +48,526 +21%
BGC
147
Beutel, Goodman & Co
Ontario, Canada
$23.8M -$3.08M -35,700 -12%
BOPW
148
Brandywine Oak Private Wealth
Pennsylvania
$23.8M +$1.02M +11,824 +5%
AF
149
Abound Financial
California
$23.7M +$23.3M +269,315 New
DA
150
Drake & Associates
Wisconsin
$23.7M -$190K -2,196 -0.8%

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.