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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 %
PWG
251
Portside Wealth Group
Utah
$9.03M +$2.79M +34,758 +45%
SFA
252
Sequoia Financial Advisors
Ohio
$8.85M -$1.26M -15,711 -12%
AFTS
253
American Financial & Tax Strategies
New York
$8.79M -$732K -9,137 -8%
AAS
254
Asset Allocation Strategies
Michigan
$8.78M +$721K +9,003 +9%
TC
255
TAGStone Capital
North Carolina
$8.75M +$134K +1,670 +2%
RWA
256
Rooted Wealth Advisors
Illinois
$8.73M +$605K +7,542 +7%
EWA
257
EverSource Wealth Advisors
Alabama
$8.49M +$601K +7,605 +8%
OPWM
258
Oxinas Partners Wealth Management
Indiana
$8.49M -$156K -1,950 -2%
WAP
259
Wealthcare Advisory Partners
Pennsylvania
$8.45M +$365K +4,557 +5%
AF
260
Apollon Financial
South Carolina
$8.39M -$58.9K -735 -0.7%
WFA
261
Wellspring Financial Advisors
Ohio
$8.36M -$472K -5,886 -5%
LF
262
LifePlan Financial
Minnesota
$8.27M -$455K -5,674 -5%
MW
263
Members Wealth
Pennsylvania
$8.01M +$8.01M +84,202 New
MPM
264
Meritage Portfolio Management
Kansas
$7.99M -$518K -6,462 -6%
AWA
265
Arete Wealth Advisors
Illinois
$7.97M +$2.51M +31,233 +46%
CWM
266
Collaborative Wealth Management
Florida
$7.84M -$360K -4,489 -4%
MSRI
267
Michael S. Ryan Inc
New York
$7.83M +$1.73M +21,566 +28%
TFA
268
Tranquilli Financial Advisor
New Jersey
$7.79M -$1.07M -13,310 -12%
FMP
269
Financial Management Professionals
Texas
$7.75M -$85.4K -1,066 -1%
AC
270
AIFG Consultants
New York
$7.71M -$409K -5,109 -5%
IPW
271
Intergy Private Wealth
Colorado
$7.54M -$55.4K -691 -0.7%
1SB
272
1ST Source Bank
Indiana
$7.47M -$807K -10,071 -10%
Mercer Global Advisors
273
Mercer Global Advisors
Colorado
$7.42M +$399K +5,725 +6%
FWM
274
Foguth Wealth Management
Michigan
$7.42M +$1.46M +18,194 +24%
GAG
275
GM Advisory Group
New York
$7.4M +$4.01M +49,992 +118%