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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
AC
201
Avestar Capital
New York
$12.8M -$925K -11,577 -7%
CF
202
Centaurus Financial
California
$12.7M -$435K -5,439 -3%
ORG
203
Optimist Retirement Group
Washington
$12.5M -$24.9K -312 -0.2%
DAS
204
Diversify Advisory Services
Utah
$12.4M +$2.13M +26,611 +22%
PC
205
Pecaut & Co
Iowa
$12M +$43.6K +546 +0.4%
CAL
206
Capital Analysts LLC
Pennsylvania
$12M -$670K -8,376 -5%
CWP
207
Concord Wealth Partners
Virginia
$11.9M -$605K -7,572 -5%
MFG
208
Magnus Financial Group
New York
$11.8M +$91.3K +1,142 +0.8%
NECFA
209
New England Capital Financial Advisors
Connecticut
$11.8M -$720K -9,009 -6%
FZCM
210
Flynn Zito Capital Management
New York
$11.5M +$19.3K +241 +0.2%
CWM
211
Cornerstone Wealth Management
Missouri
$11.5M +$74.8K +936 +0.7%
SF
212
Summit Financial
New Jersey
$11.5M +$1.97M +24,619 +22%
WANY
213
Wealthspire Advisors (New York)
New York
$11.5M -$779K -9,745 -7%
GFG
214
Goldstone Financial Group
Illinois
$11.4M +$946K +11,840 +9%
SP
215
Stonebrook Private
Michigan
$11.2M +$906K +11,338 +9%
FGC
216
Financial Gravity Companies
Texas
$11.1M +$10.7M +133,302 New
SFMG
217
Sage Financial Management Group
Virginia
$11M +$434K +5,427 +4%
OHIS
218
Oak Harvest Investment Services
Texas
$11M -$800K -10,006 -7%
PA
219
Probity Advisors
Texas
$10.7M +$659K +8,250 +7%
RWA
220
Rooted Wealth Advisors
Illinois
$10.7M +$1.71M +21,452 +20%
TFA
221
TPG Financial Advisors
Oregon
$10.7M +$305K +3,814 +3%
MPW
222
Melone Private Wealth
Michigan
$10.7M +$262K +3,281 +3%
ASN
223
Advisory Services Network
Georgia
$10.5M
CAMV
224
Concord Asset Management (Virginia)
Virginia
$10.3M -$499K -6,244 -5%
AI
225
Atria Investments
North Carolina
$10.2M -$3.96M -49,489 -29%

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.