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SPDR Portfolio S&P 500 Growth ETF

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
TFA
301
Tranquilli Financial Advisor
New Jersey
$2.2M +$566K +11,172 +35%
AT
302
American Trust
Kentucky
$2.18M +$433K +10,945 +25%
PIFP
303
Partners in Financial Planning
Virginia
$2.1M +$1.49M +29,727 +245%
FC
304
Financial Council
Maryland
$2.06M -$4.54M -89,528 -69%
GC
305
Grimes & Company
Massachusetts
$2.05M +$2.05M +40,398 New
NEWAS
306
N.E.W. Advisory Services
Wisconsin
$2.03M +$1.66M +32,799 +447%
ISB
307
Iowa State Bank
Iowa
$2.01M -$86.9K -1,715 -4%
SPIA
308
Steward Partners Investment Advisory
New York
$1.99M +$493K +9,731 +33%
PFS
309
Prospera Financial Services
Texas
$1.99M +$286K +5,637 +17%
SF
310
Safeguard Financial
Wisconsin
$1.96M +$369K +7,273 +23%
YIA
311
YHB Investment Advisors
Connecticut
$1.94M +$19K +375 +1%
ETIA
312
Epic Trust Investment Advisors
Washington
$1.92M -$44.3K -874 -2%
SWM
313
Spire Wealth Management
Virginia
$1.87M +$1.48M +29,216 +376%
WAG
314
Winthrop Advisory Group
Massachusetts
$1.84M +$1.84M +36,409 New
Lido Advisors
315
Lido Advisors
California
$1.82M +$12.8K +252 +0.7%
OIA
316
OneDigital Investment Advisors
Kansas
$1.79M +$39K +769 +2%
WP
317
WealthShield Partners
North Carolina
$1.78M +$465K +9,170 +35%
Rockefeller Capital Management
318
Rockefeller Capital Management
New York
$1.78M -$92.1K -1,818 -5%
SFS
319
Sowell Financial Services
Arkansas
$1.77M +$723K +14,263 +69%
AI
320
Atria Investments
North Carolina
$1.77M +$109K +2,147 +7%
CAPTRUST Financial Advisors
321
CAPTRUST Financial Advisors
North Carolina
$1.75M +$69.1K +1,364 +4%
SF
322
Summit Financial
New Jersey
$1.73M +$12.7K +250 +0.7%
WPW
323
Waldron Private Wealth
Pennsylvania
$1.72M
VW
324
Vance Wealth
California
$1.72M +$1.72M +33,896 New
CFGS
325
Concourse Financial Group Securities
Alabama
$1.71M +$479K +9,460 +39%