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
AT
151
Arden Trust
Delaware
$21.8M -$568K -7,604 -3%
JFA
152
JNBA Financial Advisors
Minnesota
$21.3M -$1.48M -19,848 -7%
AWA
153
Alta Wealth Advisors
Massachusetts
$21.2M -$11.7K -157 -0.1%
MD
154
Money Design
Japan
$21.1M -$1.94M -26,009 -9%
DA
155
Drake & Associates
Wisconsin
$20.9M -$34.2K -458 -0.2%
BWG
156
Balanced Wealth Group
Ohio
$20.8M -$354K -4,734 -0.4%
CWM
157
CCG Wealth Management
California
$20.5M -$137K -1,835 -0.7%
HSWS
158
Higgins & Schmidt Wealth Strategies
Colorado
$20M -$432K -5,780 -2%
ES
159
Eagle Strategies
New York
$20M +$18.2M +243,161 +3,575%
BOPW
160
Brandywine Oak Private Wealth
Pennsylvania
$20M +$1.18M +15,837 +7%
WAM
161
WFA Asset Management
Wisconsin
$19.7M -$2.72M -36,452 -13%
HP
162
Hilltop Partners
Indiana
$19M -$8.76M -117,271 -33%
CWA
163
Choice Wealth Advisors
Maine
$18.9M -$396K -5,306 -2%
CF
164
Corebridge Financial
Texas
$18.7M +$17.4M +233,600 New
HA
165
Hofer & Associates
California
$18.5M +$92.5K +1,238 +0.5%
CIBC Private Wealth Group
166
CIBC Private Wealth Group
Georgia
$18.5M +$12.9M +172,732 +348%
DWM
167
Diversify Wealth Management
Utah
$18.4M +$18.8M +251,188 New
KA
168
Kozak & Associates
Colorado
$18.4M -$530K -7,095 -3%
VPP
169
Vertex Planning Partners
Illinois
$18.2M +$206K +2,761 +1%
PCIA
170
Prime Capital Investment Advisors
Kansas
$18M -$6.85M -91,767 -29%
GVAG
171
Great Valley Advisor Group
Delaware
$17.9M -$600K -8,036 -3%
VC
172
Vicus Capital
Pennsylvania
$17.7M +$44.7K +599 +0.3%
WMR
173
Wealth Management Resources
Rhode Island
$17.6M -$449K -6,006 -3%
HWM
174
Horizon Wealth Management
Illinois
$17.5M -$2.54M -33,957 -13%
TFCP
175
Twin Focus Capital Partners
Massachusetts
$17.4M +$2.16M +28,968 +15%

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.