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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 %
Mercer Global Advisors
251
Mercer Global Advisors
Colorado
$7.37M +$460K +6,288 +7%
RWA
252
Rooted Wealth Advisors
Illinois
$7.36M +$138K +1,901 +2%
AAS
253
Asset Allocation Strategies
Michigan
$7.36M +$484K +6,614 +7%
FMP
254
Financial Management Professionals
Texas
$7.15M -$19.5K -266 -0.3%
IGWM
255
ICA Group Wealth Management
Colorado
$7.08M +$205K +2,800 +3%
EWA
256
EverSource Wealth Advisors
Alabama
$7.02M +$252K +3,579 +4%
OAM
257
Occidental Asset Management
California
$7.01M -$90.5K -1,237 -1%
IPW
258
Intergy Private Wealth
Colorado
$6.93M -$18.9K -258 -0.3%
SF
259
Summit Financial
New Jersey
$6.93M +$1.08M +14,803 +19%
MWA
260
Motive Wealth Advisors
Michigan
$6.89M +$2.43M +33,221 +55%
RZH
261
Relyea Zuckerberg Hanson
Connecticut
$6.81M -$29.8K -407 -0.4%
PTC
262
Private Trust Company
Ohio
$6.77M +$677K +9,260 +11%
AAS
263
Avantax Advisory Services
Texas
$6.71M +$164K +2,248 +3%
IWP
264
IAG Wealth Partners
Wisconsin
$6.69M -$347K -4,741 -5%
GA
265
GoalVest Advisory
New York
$6.63M -$550K -7,523 -8%
NFC
266
Northeast Financial Consultants
Connecticut
$6.62M +$570K +7,797 +9%
HI
267
Harbour Investments
Wisconsin
$6.61M +$98.5K +1,347 +2%
PCMC
268
Planning Capital Management Corporation
Pennsylvania
$6.6M +$969K +13,246 +17%
PPWM
269
PFG Private Wealth Management
Florida
$6.55M -$2.73M -37,380 -29%
CAM
270
Cobblestone Asset Management
Virginia
$6.54M +$4.1M +56,068 +168%
Marshall Wace
271
Marshall Wace
United Kingdom
$6.45M +$6.45M +88,200 New
CFGF
272
Compass Financial Group (Florida)
Florida
$6.42M -$27.2K -372 -0.4%
RW
273
Regimen Wealth
Georgia
$6.41M -$503K -6,880 -7%
Baird Financial Group
274
Baird Financial Group
Wisconsin
$6.36M -$326K -4,463 -5%
GL
275
Graypoint LLC
New York
$6.25M -$37K -506 -0.6%