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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 %
1IA
301
1834 Investment Advisors
Wisconsin
$5.49M +$366K +4,998 +7%
Bank Julius Baer & Co
302
Bank Julius Baer & Co
Switzerland
$5.49M -$1.13M -15,393 -17%
ODIJL
303
One Day In July LLC
Vermont
$5.47M -$272K -3,724 -5%
TFGT
304
TS Financial Group (TSFG)
Illinois
$5.45M +$3.08M +42,162 +130%
FWM
305
Foguth Wealth Management
Michigan
$5.44M +$5.44M +74,350 New
DWM
306
Dogwood Wealth Management
Kansas
$5.44M +$342K +4,676 +7%
DWM
307
Denver Wealth Management
Colorado
$5.41M -$160K -2,186 -3%
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$5.34M -$235K -3,210 -4%
BAG
309
Bridgewealth Advisory Group
California
$5.33M +$4.61M +63,071 +641%
Two Sigma Investments
310
Two Sigma Investments
New York
$5.3M -$7.07M -96,600 -57%
UWM
311
USAdvisors Wealth Management
Minnesota
$5.24M -$205K -2,796 -4%
TW
312
Transform Wealth
Colorado
$5.23M -$157K -2,140 -3%
AI
313
Auour Investments
Massachusetts
$5.22M -$8.19K -112 -0.2%
AFP
314
Ausdal Financial Partners
Iowa
$5.19M +$867K +11,856 +20%
FC
315
Financial Council
Maryland
$5.14M +$311K +4,247 +6%
BBWP
316
Beacon Bridge Wealth Partners
Pennsylvania
$5.13M +$1.25M +17,022 +32%
HF
317
HRT Financial
New York
$5.12M +$5.12M +70,009 New
SAI
318
Systematic Alpha Investments
New Jersey
$5.12M
PFG
319
PAX Financial Group
Texas
$5.1M -$406K -5,549 -7%
HIF
320
Hill Island Financial
Michigan
$5.08M -$629K -8,603 -11%
LA
321
LexAurum Advisors
Kansas
$5.04M -$111K -1,521 -2%
Comerica Bank
322
Comerica Bank
Texas
$5.01M -$4.54M -62,130 -48%
PFA
323
Pinnacle Family Advisors
Missouri
$5M +$4.25M +58,050 +565%
FFA
324
Farther Finance Advisors
California
$4.99M +$51.5K +703 +1%
CFG
325
Cooper Financial Group
California
$4.97M -$74.8K -1,023 -1%