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SPDR Portfolio S&P 500 Growth ETF

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.7%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
LWMG
226
Levy Wealth Management Group
Pennsylvania
$11.2M -$352K -4,391 -3%
FZCM
227
Flynn Zito Capital Management
New York
$11.1M +$370K +4,617 +3%
CWM
228
Cornerstone Wealth Management
Missouri
$11.1M +$196K +2,448 +2%
SOS
229
Silver Oak Securities
Tennessee
$11.1M +$1.61M +20,061 +17%
CAM
230
Cobblestone Asset Management
Virginia
$10.8M +$3.65M +45,507 +51%
Focus Partners Wealth
231
Focus Partners Wealth
Massachusetts
$10.7M +$7.48M +93,327 +233%
ASN
232
Advisory Services Network
Georgia
$10.5M +$695K +8,675 +7%
CAMV
233
Concord Asset Management (Virginia)
Virginia
$10.5M -$368K -4,596 -3%
CWA
234
Centennial Wealth Advisory
Michigan
$10.4M +$6.15M +76,775 +144%
SFMG
235
Sage Financial Management Group
Virginia
$10.2M +$13.2K +165 +0.1%
GFG
236
Goldstone Financial Group
Illinois
$10.1M +$1.33M +16,636 +15%
IWN
237
Independent Wealth Network
Iowa
$10M +$490K +6,117 +5%
MPW
238
Melone Private Wealth
Michigan
$10M +$78K +973 +0.8%
TFA
239
TPG Financial Advisors
Oregon
$10M +$10M +124,777 New
SP
240
Stonebrook Private
Michigan
$9.94M +$4.97M +61,964 +100%
DAS
241
Diversify Advisory Services
Utah
$9.93M -$9.56M -114,858 -49%
SWM
242
SigFig Wealth Management
California
$9.9M +$7.8M +97,334 +372%
SAM
243
Sequent Asset Management
Texas
$9.77M
PA
244
Probity Advisors
Texas
$9.72M +$830K +10,353 +9%
QC
245
Quent Capital
New York
$9.59M +$158K +1,971 +2%
AAS
246
Avantax Advisory Services
Texas
$9.57M +$2.21M +27,622 +30%
FIM
247
Freedom Investment Management
Connecticut
$9.47M -$635K -7,924 -6%
GG
248
GenWealth Group
New Jersey
$9.41M -$112K -1,398 -1%
SF
249
Summit Financial
New Jersey
$9.16M +$1.57M +19,548 +21%
BRWA
250
B. Riley Wealth Advisors
Florida
$9.07M -$1.72M -21,481 -16%