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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 %
JFG
251
JDM Financial Group
Texas
$3.77M -$208K -3,764 -5%
WCG
252
Wall Capital Group
Arizona
$3.76M +$3.76M +67,763 New
WA
253
Win Advisors
Florida
$3.76M +$2.87M +15,754 +322%
Mercer Global Advisors
254
Mercer Global Advisors
Colorado
$3.74M -$418K -7,554 -10%
LA
255
Lane & Associates
New Jersey
$3.71M -$279K -5,046 -7%
MWA
256
Motive Wealth Advisors
Michigan
$3.7M -$1.69M -30,600 -31%
CF
257
Centaurus Financial
California
$3.55M -$357K -6,455 -9%
LIA
258
Luken Investment Analytics
Tennessee
$3.55M -$10.1K -182 -0.3%
OAM
259
Oppenheimer Asset Management
New York
$3.55M +$1.77K +32 +0%
AWA
260
Arete Wealth Advisors
Illinois
$3.53M +$62.1K +1,122 +2%
GP
261
Girard Partners
Pennsylvania
$3.5M +$58K +1,048 +2%
LA
262
LexAurum Advisors
Kansas
$3.43M +$288K +5,205 +9%
RWPA
263
Richard W. Paul & Associates
Michigan
$3.39M -$448K -8,084 -12%
OL
264
Optas LLC
Texas
$3.38M +$2.74M +49,556 +429%
FCMT
265
Founders Capital Management (Texas)
Texas
$3.34M -$1.98M -35,775 -37%
CFG
266
Citizens Financial Group
Rhode Island
$3.32M -$161K -2,901 -5%
CAGAS
267
Capital Advisory Group Advisory Services
Minnesota
$3.24M -$25.2K -455 -0.8%
HP
268
Hilltop Partners
Indiana
$3.23M +$158K +2,856 +5%
Koshinski Asset Management
269
Koshinski Asset Management
Illinois
$3.21M -$32K -578 -1%
SAM
270
Sequent Asset Management
Texas
$3.19M -$11.5K -207 -0.4%
WP
271
WealthPLAN Partners
Nebraska
$3.18M -$1.89M -34,050 -37%
FAAM
272
First Ascent Asset Management
Colorado
$3.16M +$473K +8,547 +18%
PPW
273
Parcion Private Wealth
Washington
$3.16M +$435K +7,851 +16%
AWM
274
Avior Wealth Management
Nebraska
$3.1M -$198K -3,583 -6%
PTC
275
Private Trust Company
Ohio
$3.09M -$364K -6,578 -11%