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SPDR Portfolio S&P 500 Growth ETF

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CIM
226
Confluence Investment Management
Missouri
$9.23M +$960K +13,123 +12%
SFA
227
Sequoia Financial Advisors
Ohio
$9.23M -$5.81M -79,469 -39%
FIM
228
Freedom Investment Management
Connecticut
$9.22M +$766K +10,472 +9%
MPW
229
Melone Private Wealth
Michigan
$9.08M +$78K +1,066 +0.9%
ASN
230
Advisory Services Network
Georgia
$8.92M +$5.9M +80,704 +196%
SAM
231
Sequent Asset Management
Texas
$8.92M +$2.5M +34,128 +39%
IWN
232
Independent Wealth Network
Iowa
$8.71M -$62.8K -859 -0.7%
GG
233
GenWealth Group
New Jersey
$8.7M +$196K +2,677 +2%
AFTS
234
American Financial & Tax Strategies
New York
$8.69M -$543K -7,420 -6%
SOS
235
Silver Oak Securities
Tennessee
$8.62M -$2.27M -31,089 -21%
QC
236
Quent Capital
New York
$8.61M +$236K +3,223 +3%
PA
237
Probity Advisors
Texas
$8.12M +$804K +10,990 +11%
WFA
238
Wellspring Financial Advisors
Ohio
$8.06M -$134K -1,838 -2%
TFA
239
Tranquilli Financial Advisor
New Jersey
$8.04M +$1.36M +18,587 +20%
BRWA
240
B. Riley Wealth Advisors
Florida
$7.98M +$4.63M +78,111 +138%
GFG
241
Goldstone Financial Group
Illinois
$7.98M +$1.65M +22,561 +26%
LF
242
LifePlan Financial
Minnesota
$7.96M -$26.8K -367 -0.3%
OPWM
243
Oxinas Partners Wealth Management
Indiana
$7.89M -$285K -3,902 -3%
TC
244
TAGStone Capital
North Carolina
$7.86M +$316K +4,316 +4%
MPM
245
Meritage Portfolio Management
Kansas
$7.76M -$530K -7,245 -6%
AF
246
Apollon Financial
South Carolina
$7.71M -$132K -1,805 -2%
1SB
247
1ST Source Bank
Indiana
$7.55M -$590K -8,069 -7%
CWM
248
Collaborative Wealth Management
Florida
$7.49M -$82.9K -1,133 -1%
AC
249
AIFG Consultants
New York
$7.41M +$6.79M +92,842 +1,099%
WAP
250
Wealthcare Advisory Partners
Pennsylvania
$7.38M +$4.61M +63,042 +167%