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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
LPL Financial
1
LPL Financial
California
$2.41B +$150M +2,013,457 +7%
Financial Engines Advisors
2
Financial Engines Advisors
California
$1.68B -$47.2M -631,333 -3%
AF
3
Allworth Financial
California
$1.03B +$12.7M +169,814 +1%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$967M +$501M +6,706,045 +125%
Ameriprise
5
Ameriprise
Minnesota
$601M -$29.1M -389,863 -5%
Morgan Stanley
6
Morgan Stanley
New York
$560M +$44.1M +590,855 +9%
HI
7
Horizon Investments
North Carolina
$494M -$95M -1,271,406 -17%
EH
8
Equitable Holdings
New York
$442M +$34M +455,830 +9%
JP Morgan Chase
9
JP Morgan Chase
New York
$404M +$6.85M +91,663 +2%
VA
10
Valmark Advisers
Ohio
$363M -$27.9M -374,073 -8%
HWM
11
HB Wealth Management
Georgia
$342M +$19.2M +257,647 +6%
UBS Group
12
UBS Group
Switzerland
$296M +$612K +8,192 +0.2%
DWM
13
Dynasty Wealth Management
Florida
$279M -$8.29M -110,972 -3%
Goldman Sachs
14
Goldman Sachs
New York
$271M +$171M +2,290,088 +209%
QWP
15
Quotient Wealth Partners
Texas
$268M -$8.41M -112,589 -3%
Bank of America
16
Bank of America
North Carolina
$262M +$20.9M +280,422 +9%
AA
17
Advisory Alpha
Michigan
$256M +$23.4M +313,466 +11%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$246M -$27.7M -370,981 -11%
PAG
19
Private Advisor Group
New Jersey
$227M +$7.18M +96,123 +4%
OWM
20
Orgel Wealth Management
Wisconsin
$221M -$5.32M -71,190 -3%
RA
21
RFG Advisory
Alabama
$213M +$1.85M +24,755 +0.9%
TC
22
TownSquare Capital
Utah
$210M +$55.2M +739,159 +39%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$203M +$24M +321,424 +15%
SC
24
Savant Capital
Illinois
$201M +$101M +1,357,615 +118%
Osaic Holdings
25
Osaic Holdings
Arizona
$200M +$12.1M +161,555 +7%

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.