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SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
UCFA
226
United Capital Financial Advisors
Texas
$6.51M -$435K -7,336 -6%
EWA
227
EverSource Wealth Advisors
Alabama
$6.49M +$536K +9,049 +9%
GRP
228
Global Retirement Partners
California
$6.44M +$637K +10,740 +11%
QC
229
Quent Capital
New York
$6.42M -$143K -2,420 -2%
Northwestern Mutual Wealth Management
230
Northwestern Mutual Wealth Management
Wisconsin
$6.4M +$2.33M +39,246 +57%
RWA
231
Rooted Wealth Advisors
Illinois
$6.36M +$639K +10,238 +11%
FIM
232
Freedom Investment Management
Connecticut
$6.31M -$1.39M -23,527 -18%
GSEP
233
Golden State Equity Partners
California
$6.3M +$5.81M +97,926 +1,189%
PA
234
Probity Advisors
Texas
$6.29M +$11K +185 +0.2%
AWM
235
Atticus Wealth Management
Florida
$6.21M +$231K +3,898 +4%
NEWAS
236
N.E.W. Advisory Services
Wisconsin
$6.18M +$4.14M +69,895 +203%
BFG
237
Buttonwood Financial Group
Missouri
$6.12M -$45.3K -780 -0.7%
Jane Street
238
Jane Street
New York
$6.12M +$6.12M +103,307 New
TC
239
TAGStone Capital
North Carolina
$6.07M -$23.5K -396 -0.4%
GA
240
GoalVest Advisory
New York
$5.99M -$29K -489 -0.5%
CGFA
241
Colton Groome Financial Advisors
North Carolina
$5.97M -$942K -15,895 -14%
RW
242
Regimen Wealth
Georgia
$5.91M +$5.28K +89 +0.1%
IWP
243
IAG Wealth Partners
Wisconsin
$5.89M -$288K -4,857 -5%
OAM
244
Occidental Asset Management
California
$5.84M -$138K -2,320 -2%
Mercer Global Advisors
245
Mercer Global Advisors
Colorado
$5.83M +$1.51M +25,421 +35%
FMP
246
Financial Management Professionals
Texas
$5.79M +$19.4K +328 +0.3%
BPA
247
Beacon Pointe Advisors
California
$5.75M +$232K +3,914 +4%
CWM
248
Collaborative Wealth Management
Florida
$5.72M +$304K +5,133 +6%
Baird Financial Group
249
Baird Financial Group
Wisconsin
$5.71M +$541K +9,124 +10%
OPPS
250
Obsidian Personal Planning Solutions
Maryland
$5.63M +$583K +9,829 +12%