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
BFG
176
Buttonwood Financial Group
Missouri
$16.8M -$9.5M -118,871 -37%
HFS
177
Horizon Financial Services
North Carolina
$16.6M +$22.7K +284 +0.1%
MFA
178
Millington Financial Advisors
Illinois
$16.6M +$1.18M +14,761 +8%
CIC
179
Carnegie Investment Counsel
Ohio
$16.5M -$559K -6,998 -3%
CIM
180
Confluence Investment Management
Missouri
$16.5M +$4.4M +55,036 +38%
BMMM
181
Boston Mountain Money Management
Arkansas
$16.4M -$404K -5,057 -2%
CIA
182
Concurrent Investment Advisors
Florida
$16.3M +$669K +8,368 +4%
OL
183
Optas LLC
Texas
$16.2M +$257K +3,217 +2%
HG
184
Harbor Group
New Hampshire
$16.1M +$256K +3,198 +2%
M&T Bank
185
M&T Bank
New York
$15.7M -$157K -1,966 -1%
SA
186
Sanctuary Advisors
Indiana
$15.6M -$4.45M -55,651 -24%
CI
187
CX Institutional
Indiana
$15.5M -$29.5K -369 -0.2%
TWP
188
Tower Wealth Partners
Pennsylvania
$15.5M -$35.5K -444 -0.2%
SMF
189
Sterling Manor Financial
New York
$15.2M -$572K -7,154 -4%
OCM
190
One Capital Management
California
$14.3M -$83.1K -1,040 -0.6%
PWPS
191
Pinnacle Wealth Planning Services
Ohio
$14M -$458K -5,735 -3%
RFS
192
Retirement Financial Solutions
Tennessee
$14M -$83.3K -1,042 -0.6%
GIA
193
GHP Investment Advisors
Colorado
$13.8M +$256K +3,198 +2%
SOS
194
Silver Oak Securities
Tennessee
$13.7M +$2.29M +28,679 +21%
T
195
Tidemark
California
$13.6M +$203K +2,537 +2%
NC
196
NewSquare Capital
Pennsylvania
$13.5M +$66.5K +832 +0.5%
WI
197
WrapManager Inc
California
$13.4M -$933K -11,673 -7%
IRC
198
Investors Research Corp
Georgia
$13.1M +$868K +10,864 +7%
MWM
199
McNaughton Wealth Management
California
$13.1M -$403K -5,038 -3%
AssetMark Inc
200
AssetMark Inc
California
$12.9M -$3.06M -38,280 -20%

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.