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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
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.95B -$12.6K -146 -0.3%
LPL Financial
2
LPL Financial
California
$2.99B +$226M +2,620,046 +8%
Financial Engines Advisors
3
Financial Engines Advisors
California
$1.77B -$42.4M -490,550 -2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$1.48B +$929M +10,754,386 +177%
AF
5
Allworth Financial
California
$1.13B -$80.3M -929,559 -7%
Ameriprise
6
Ameriprise
Minnesota
$717M +$28.5M +330,025 +4%
Morgan Stanley
7
Morgan Stanley
New York
$651M +$12.9M +148,878 +2%
HI
8
Horizon Investments
North Carolina
$490M -$78.9M -912,589 -14%
EH
9
Equitable Holdings
New York
$488M -$9.5K -110 -0%
JP Morgan Chase
10
JP Morgan Chase
New York
$462M +$8.58M +99,358 +2%
VA
11
Valmark Advisers
Ohio
$407M -$298K -3,444 -0.1%
HWM
12
HB Wealth Management
Georgia
$394M +$5.04M +58,372 +1%
UBS Group
13
UBS Group
Switzerland
$352M +$26.6M +307,598 +8%
TC
14
TownSquare Capital
Utah
$349M +$103M +1,191,961 +43%
Raymond James Financial
15
Raymond James Financial
Florida
$324M +$318M +3,680,799 New
Bank of New York Mellon
16
Bank of New York Mellon
New York
$322M +$19.2M +222,550 +6%
CCMG
17
Clark Capital Management Group
Pennsylvania
$318M +$312M +3,611,863 +148,943%
DWM
18
Dynasty Wealth Management
Florida
$311M +$306M +3,542,609 New
QWP
19
Quotient Wealth Partners
Texas
$305M +$2.79M +32,303 +0.9%
OWM
20
Orgel Wealth Management
Wisconsin
$291M +$47M +544,211 +20%
AA
21
Advisory Alpha
Michigan
$284M -$11.8M -136,596 -4%
Goldman Sachs
22
Goldman Sachs
New York
$278M -$26.3M -304,485 -9%
CWM
23
Connecticut Wealth Management
Connecticut
$275M +$240M +2,782,724 +195%
PAG
24
Private Advisor Group
New Jersey
$263M +$10.3M +119,247 +4%
Bank of America
25
Bank of America
North Carolina
$258M +$1.22M +14,093 +0.5%

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.