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SPDR Portfolio S&P 500 Growth ETF

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
BCG
226
Breakwater Capital Group
New Jersey
$4.1M +$4.1M +80,926 New
GRP
227
Global Retirement Partners
California
$4.05M +$367K +7,235 +10%
GWSG
228
GPS Wealth Strategies Group
Colorado
$4.01M +$260K +5,122 +7%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$4.01M +$1.23M +24,279 +44%
HIF
230
Hill Island Financial
Michigan
$3.97M +$3.97M +78,289 New
OPPS
231
Obsidian Personal Planning Solutions
Maryland
$3.92M +$240K +4,729 +7%
LTL
232
Lowery Thomas LLC
California
$3.9M -$1.4M -27,594 -26%
Mercer Global Advisors
233
Mercer Global Advisors
Colorado
$3.81M +$447K +8,827 +13%
MSAM
234
Moloney Securities Asset Management
Missouri
$3.78M -$458K -9,032 -11%
GL
235
Graypoint LLC
New York
$3.77M +$1.39M +27,452 +59%
HI
236
Harbour Investments
Wisconsin
$3.77M +$392K +7,731 +12%
CWM
237
Collaborative Wealth Management
Florida
$3.73M -$125K -2,459 -3%
CFG
238
Cooper Financial Group
California
$3.67M +$123K +2,437 +3%
LA
239
Lane & Associates
New Jersey
$3.65M +$3.65M +72,037 New
JFG
240
JDM Financial Group
Texas
$3.65M +$3.65M +71,941 New
CF
241
Centaurus Financial
California
$3.58M -$78.3K -1,546 -2%
PWA
242
Providence Wealth Advisors
Illinois
$3.56M +$127K +2,565 +4%
MWM
243
Marion Wealth Management
Pennsylvania
$3.53M +$726K +14,319 +26%
RWPA
244
Richard W. Paul & Associates
Michigan
$3.51M +$3.51M +69,232 New
LWAC
245
Laurel Wealth Advisors (California)
California
$3.49M +$434K +8,569 +14%
CG
246
Colony Group
Massachusetts
$3.48M +$3.27M +64,459 +1,533%
CI
247
CX Institutional
Indiana
$3.38M -$6.46M -127,417 -66%
FF
248
Financial Futures
New Jersey
$3.35M +$303K +5,988 +10%
LIA
249
Luken Investment Analytics
Tennessee
$3.26M +$3.26M +64,348 New
OAM
250
Oppenheimer Asset Management
New York
$3.24M +$4.56K +90 +0.1%