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SPDR Portfolio S&P 500 Growth ETF

1,126 hedge funds and large institutions have $31B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 427 increasing their positions, 375 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
+114
Holders Change %
+11.26%
% of All Funds
14.99%
Holding in Top 10
208
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.51%
% of All Funds
2.77%
New
187
Increased
427
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M
Name Holding Trade Value Shares
Change
Shares
Change %
FGC
226
Financial Gravity Companies
Texas
$12.3M +$556K +6,326 +5%
IA
227
Integrity Alliance
Iowa
$12.3M +$12.3M +139,514 New
CWP
228
Concord Wealth Partners
Virginia
$12.1M -$543K -6,181 -4%
TFA
229
TPG Financial Advisors
Oregon
$12M +$714K +8,126 +6%
FZCM
230
Flynn Zito Capital Management
New York
$11.8M -$387K -4,403 -3%
GAG
231
GM Advisory Group
New York
$11.8M +$2.67M +30,425 +29%
SFMG
232
Sage Financial Management Group
Virginia
$11.8M +$163K +1,856 +1%
HP
233
Hilltop Partners
Indiana
$11.8M -$13.5M -153,543 -53%
GRP
234
Global Retirement Partners
California
$11.6M +$4M +45,509 +53%
CAL
235
Capital Analysts LLC
Pennsylvania
$11.6M -$1.12M -12,780 -9%
NECFA
236
New England Capital Financial Advisors
Connecticut
$11.5M -$1.02M -11,634 -8%
BRWA
237
B. Riley Wealth Advisors
Florida
$11.5M +$8.29M +94,276 +262%
AA
238
ArborFi Advisors
Michigan
$11.4M +$11.4M +129,232 New
PA
239
Probity Advisors
Texas
$11.2M -$153K -1,735 -1%
TFA
240
Tranquilli Financial Advisor
New Jersey
$11.2M +$915K +10,408 +9%
SWMG
241
Sanchez Wealth Management Group
Florida
$11.1M +$3.05M +34,719 +38%
CAMV
242
Concord Asset Management (Virginia)
Virginia
$11M +$22.1K +251 +0.2%
AAS
243
Avantax Advisory Services
Texas
$10.7M +$1.04M +11,796 +11%
QC
244
Quent Capital
New York
$10.6M +$478K +5,435 +5%
BWM
245
Boyd Wealth Management
California
$10.5M -$8.56M -97,352 -45%
SAM
246
Sequent Asset Management
Texas
$10.5M +$202K +2,298 +2%
MPW
247
Melone Private Wealth
Michigan
$10.3M -$954K -10,852 -8%
IWN
248
Independent Wealth Network
Iowa
$10.3M +$29.5K +336 +0.3%
AAS
249
Asset Allocation Strategies
Michigan
$10.3M +$97.1K +1,068 +1%
MPM
250
Meritage Portfolio Management
Kansas
$10.3M +$1.41M +16,071 +16%