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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 %
AMG
276
Asset Management Group
Connecticut
$3.05M +$40K +723 +1%
TW
277
Towerpoint Wealth
California
$3.04M -$72.7K -1,314 -2%
CWA
278
Centennial Wealth Advisory
Michigan
$3.03M +$140K +2,524 +5%
AFP
279
Ausdal Financial Partners
Iowa
$3.01M -$266K -4,801 -8%
WA
280
Wambolt & Associates
Colorado
$3M +$1.11M +19,975 +59%
GSEP
281
Golden State Equity Partners
California
$2.98M +$2.98M +53,768 New
RIS
282
Retirement Income Solutions
Michigan
$2.96M -$347K -6,275 -11%
NFC
283
Northeast Financial Consultants
Connecticut
$2.95M +$377K +6,801 +15%
Citadel Advisors
284
Citadel Advisors
Florida
$2.92M +$1.42M +25,571 +94%
TFGT
285
TS Financial Group (TSFG)
Illinois
$2.88M -$144K -2,593 -5%
GFG
286
Goldstone Financial Group
Illinois
$2.87M +$2.87M +51,925 New
1IA
287
1834 Investment Advisors
Wisconsin
$2.83M +$397K +7,168 +16%
FFA
288
Fragasso Financial Advisors
Pennsylvania
$2.79M -$437K -7,893 -14%
CWM
289
Cordatus Wealth Management
Pennsylvania
$2.74M +$2.74M +49,573 New
CPC
290
Consolidated Planning Corp
Georgia
$2.72M +$1.65M +29,796 +155%
TFA
291
Tranquilli Financial Advisor
New Jersey
$2.7M +$304K +5,491 +13%
GSIS
292
Global Strategic Investment Solutions
Arizona
$2.68M +$3.82K +69 +0.1%
BSG
293
Black Swift Group
Colorado
$2.68M +$2.68M +67,658 New
SS
294
Simplicity Solutions
Minnesota
$2.54M +$827K +14,936 +48%
CA
295
Continuum Advisory
Idaho
$2.49M +$332 +6 +0%
SWMG
296
Sanchez Wealth Management Group
Florida
$2.47M +$68.4K +1,236 +3%
QCG
297
Quadrant Capital Group
Ohio
$2.47M
FFG
298
Fullen Financial Group
Ohio
$2.44M +$7.86K +140 +0.3%
V
299
Veritable
Delaware
$2.42M -$716K -12,927 -23%
WP
300
WealthShield Partners
North Carolina
$2.39M +$440K +7,955 +23%