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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 %
PFM
301
Parsec Financial Management
North Carolina
$2.38M -$96.9K -1,751 -4%
FC
302
Financial Council
Maryland
$2.36M +$105K +1,902 +5%
SWA
303
Stratos Wealth Advisors
Ohio
$2.32M +$718K +12,962 +45%
PIFP
304
Partners in Financial Planning
Virginia
$2.31M -$4.65K -84 -0.2%
BAM
305
Belpointe Asset Management
Nevada
$2.24M -$469K -8,466 -17%
SF
306
Summit Financial
New Jersey
$2.15M +$259K +4,678 +14%
BMD
307
Better Money Decisions
New Mexico
$2.12M -$557K -10,070 -21%
ETIA
308
Epic Trust Investment Advisors
Washington
$2.09M -$7.86K -142 -0.4%
AI
309
Atria Investments
North Carolina
$2.09M +$155K +2,794 +8%
GKWIM
310
Gerber Kawasaki Wealth & Investment Management
California
$2.08M -$517K -9,340 -20%
YIA
311
YHB Investment Advisors
Connecticut
$2.08M -$39.6K -715 -2%
AT
312
American Trust
Kentucky
$2.08M -$22.5K -589 -1%
TWM
313
Triton Wealth Management
Arizona
$2.07M -$925K -15,599 -31%
ISB
314
Iowa State Bank
Iowa
$2.06M -$135K -2,443 -6%
OIA
315
OneDigital Investment Advisors
Kansas
$1.99M +$32.5K +587 +2%
Millennium Management
316
Millennium Management
New York
$1.98M +$1.98M +35,794 New
SCI
317
Stableford Capital II
Arizona
$1.96M +$1.96M +38,680 New
WAP
318
Wealthcare Advisory Partners
Pennsylvania
$1.95M +$231K +4,175 +13%
SF
319
Safeguard Financial
Wisconsin
$1.94M -$206K -3,728 -10%
SIA
320
Soltis Investment Advisors
Utah
$1.92M -$629K -11,364 -25%
Rockefeller Capital Management
321
Rockefeller Capital Management
New York
$1.9M -$40.4K -731 -2%
WAG
322
Winthrop Advisory Group
Massachusetts
$1.89M -$122K -2,206 -6%
BC
323
Burney Company
Virginia
$1.89M -$973K -17,571 -34%
WAOI
324
Wealth Advisors of Iowa
Iowa
$1.86M +$68.6K +1,240 +4%
NEWAS
325
N.E.W. Advisory Services
Wisconsin
$1.86M -$363K -6,554 -16%