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SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.37B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.61%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.43%
New
53
Increased
211
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
SS
226
Simplicity Solutions
Minnesota
$1.78M -$41.9M -742,090 -96%
Cerity Partners
227
Cerity Partners
New York
$1.77M -$60.6K -1,075 -3%
CAGAS
228
Capital Advisory Group Advisory Services
Minnesota
$1.76M +$127K +2,260 +8%
JPMorgan Chase & Co
229
JPMorgan Chase & Co
New York
$1.76M -$1.39M -24,623 -44%
MSS
230
Mitchell Sinkler & Starr
Pennsylvania
$1.72M -$48.8K -865 -3%
PG
231
Prostatis Group
Maryland
$1.72M -$323K -5,731 -16%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$1.7M +$280K +4,966 +20%
YIA
233
YHB Investment Advisors
Connecticut
$1.68M +$86.9K +1,434 +5%
SWM
234
Spire Wealth Management
Virginia
$1.62M +$1.62M +73,173 New
CFP
235
Curran Financial Partners
South Carolina
$1.62M -$161K -2,855 -9%
HA
236
Harborview Advisors
Maine
$1.59M +$33.1K +587 +2%
NWS
237
Newport Wealth Strategies
California
$1.59M
AAS
238
Avantax Advisory Services
Texas
$1.58M +$16.2K +287 +1%
BAM
239
Belpointe Asset Management
Nevada
$1.56M -$605K -10,725 -28%
SFS
240
Sowell Financial Services
Arkansas
$1.55M +$95K +1,592 +7%
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$1.53M -$159K -2,828 -9%
RC
242
RegentAtlantic Capital
New Jersey
$1.5M -$20.1K -356 -1%
PWP
243
Personal Wealth Partners
Minnesota
$1.48M +$631K +11,182 +75%
MFW
244
Mosaic Family Wealth
Missouri
$1.47M +$34.6K +614 +2%
MCC
245
Money Concepts Capital
Florida
$1.46M -$65.4K -1,159 -4%
HAS
246
HBW Advisory Services
California
$1.42M +$212K +3,761 +18%
TFA
247
Tranquilli Financial Advisor
New Jersey
$1.41M -$1.64M -29,142 -54%
AssetMark Inc
248
AssetMark Inc
California
$1.38M -$18.8M -334,291 -93%
LNC
249
Lincoln National Corp
Pennsylvania
$1.37M -$121K -2,144 -8%
IRC
250
Investors Research Corp
Georgia
$1.37M +$23K +408 +2%