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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
GWM
201
Gibbs Wealth Management
Georgia
$15M +$6.8M +78,653 +85%
M&T Bank
202
M&T Bank
New York
$14.9M -$1.68M -19,391 -10%
T
203
Tidemark
California
$14.9M +$530K +6,132 +4%
OCM
204
One Capital Management
California
$14.8M -$349K -4,044 -2%
IRC
205
Investors Research Corp
Georgia
$14.6M +$713K +8,247 +5%
CF
206
Corebridge Financial
Texas
$14.4M -$10.2M -117,900 -42%
WI
207
WrapManager Inc
California
$14.3M +$60K +695 +0.4%
DAS
208
Diversify Advisory Services
Utah
$14.2M +$1.37M +15,909 +11%
GFG
209
Goldstone Financial Group
Illinois
$14M +$1.9M +21,945 +16%
CF
210
Centaurus Financial
California
$13.9M +$481K +5,563 +4%
MWM
211
McNaughton Wealth Management
California
$13.9M +$4.32K +50 +0%
AI
212
Atria Investments
North Carolina
$13.7M +$2.77M +32,103 +26%
SF
213
Summit Financial
New Jersey
$13.6M +$1.33M +15,347 +11%
VPP
214
Vertex Planning Partners
Illinois
$13.5M -$6.61M -76,543 -33%
LA
215
Lane & Associates
New Jersey
$13.4M +$3.05M +35,283 +31%
NC
216
NewSquare Capital
Pennsylvania
$13.3M -$958K -11,088 -7%
PC
217
Pecaut & Co
Iowa
$13.2M +$513K +5,940 +4%
AC
218
Avestar Capital
New York
$13.2M -$326K -3,769 -2%
CWM
219
Cornerstone Wealth Management
Missouri
$13.1M +$856K +9,909 +7%
ORG
220
Optimist Retirement Group
Washington
$13.1M -$199K -2,303 -2%
WANY
221
Wealthspire Advisors (New York)
New York
$13M +$765K +8,855 +6%
Focus Partners Wealth
222
Focus Partners Wealth
Massachusetts
$12.7M +$7.78M +90,000 +164%
MFG
223
Magnus Financial Group
New York
$12.7M +$146K +1,695 +1%
AWA
224
Arete Wealth Advisors
Illinois
$12.5M +$4.01M +46,357 +49%
RWA
225
Rooted Wealth Advisors
Illinois
$12.5M +$891K +10,308 +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.