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SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
226
Harbour Investments
Wisconsin
$4.7M +$586K +10,580 +14%
GRP
227
Global Retirement Partners
California
$4.69M +$269K +4,870 +6%
BCG
228
Breakwater Capital Group
New Jersey
$4.63M +$147K +2,656 +3%
WFPG
229
Waller Financial Planning Group
Ohio
$4.6M -$2.02M -36,554 -31%
BWM
230
Boyd Wealth Management
California
$4.4M +$1.13M +20,486 +35%
HIF
231
Hill Island Financial
Michigan
$4.38M +$33.5K +603 +0.8%
MWM
232
Marion Wealth Management
Pennsylvania
$4.34M +$487K +8,794 +13%
OPPS
233
Obsidian Personal Planning Solutions
Maryland
$4.34M +$49.3K +891 +1%
AAS
234
Avantax Advisory Services
Texas
$4.27M +$1.17M +21,168 +38%
DWM
235
Denver Wealth Management
Colorado
$4.23M -$389K -7,025 -8%
CWM
236
Collaborative Wealth Management
Florida
$4.21M +$141K +2,554 +3%
KFI
237
Key Financial Inc
Pennsylvania
$4.16M +$1.64M +29,613 +65%
CFG
238
Cooper Financial Group
California
$4.14M +$128K +2,310 +3%
CAPTRUST Financial Advisors
239
CAPTRUST Financial Advisors
North Carolina
$4.13M +$2.21M +39,983 +116%
SWP
240
Stratos Wealth Partners
Ohio
$4.12M -$1.53M -27,583 -27%
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$4.08M -$297K -5,371 -7%
CA
242
Cetera Advisors
Colorado
$4.08M +$670K +12,104 +20%
GL
243
Graypoint LLC
New York
$4.08M -$40.1K -724 -1%
SWM
244
Spire Wealth Management
Virginia
$4.04M +$1.99M +35,934 +97%
MSAM
245
Moloney Securities Asset Management
Missouri
$4M -$130K -2,357 -3%
AO
246
Advisor OS
Illinois
$3.98M +$3.49M +62,976 +707%
CI
247
CX Institutional
Indiana
$3.97M +$263K +4,727 +7%
BWM
248
BCS Wealth Management
Tennessee
$3.96M +$665K +12,011 +20%
PWA
249
Providence Wealth Advisors
Illinois
$3.92M -$76.7K -1,377 -2%
FF
250
Financial Futures
New Jersey
$3.84M +$177K +3,194 +5%