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 $22.5B 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
HSWS
151
Higgins & Schmidt Wealth Strategies
Colorado
$20.9M +$103K +1,294 +0.5%
SIG
152
Sargent Investment Group
Maryland
$20M +$6.26M +78,312 +48%
WAM
153
WFA Asset Management
Wisconsin
$19.4M -$930K -11,639 -5%
CWA
154
Choice Wealth Advisors
Maine
$19.3M -$224K -2,805 -1%
WMR
155
Wealth Management Resources
Rhode Island
$19.2M +$935K +11,703 +5%
HA
156
Hofer & Associates
California
$19.1M -$77.7K -972 -0.4%
VPP
157
Vertex Planning Partners
Illinois
$19.1M +$217K +2,710 +1%
GVAG
158
Great Valley Advisor Group
Delaware
$19M +$449K +5,621 +3%
FHC
159
First Heartland Consultants
Missouri
$18.9M +$498K +6,234 +3%
GIA
160
Gladstone Institutional Advisory
Florida
$18.8M +$13.9M +173,920 +330%
GM
161
GeoWealth Management
Illinois
$18.7M +$11.8M +147,012 +187%
HWM
162
Horizon Wealth Management
Illinois
$18.6M +$455K +5,690 +3%
TFCP
163
Twin Focus Capital Partners
Massachusetts
$18.5M +$542K +6,777 +3%
PCIA
164
Prime Capital Investment Advisors
Kansas
$18.4M -$205K -2,561 -1%
MWM
165
Modern Wealth Management
Kansas
$18.1M +$694K +8,686 +4%
KA
166
Kozak & Associates
Colorado
$18M -$713K -8,916 -4%
BWM
167
Boyd Wealth Management
California
$18M +$4.26M +53,285 +33%
PRI
168
Prepared Retirement Institute
Pennsylvania
$17.8M +$204K +2,556 +1%
VC
169
Vicus Capital
Pennsylvania
$17.6M -$762K -9,535 -4%
SCTC
170
Sanibel Captiva Trust Company
Florida
$17.5M -$69.3K -867 -0.4%
NL
171
Navalign LLC
California
$17.4M -$454K -5,681 -3%
HPC
172
Hobart Private Capital
North Carolina
$17.2M +$225K +2,818 +1%
DI
173
Diligent Investors
California
$17.1M -$429K -5,369 -3%
CWM
174
CarsonAllaria Wealth Management
Illinois
$17M -$721K -9,024 -4%
DWM
175
Dakota Wealth Management
Florida
$17M +$955K +11,950 +6%

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.