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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 %
LTL
326
Lowery Thomas LLC
California
$1.85M -$2.42M -43,634 -57%
VW
327
Vance Wealth
California
$1.85M -$29.8K -539 -2%
BBWP
328
Beacon Bridge Wealth Partners
Pennsylvania
$1.84M -$1.17M -21,103 -39%
MWM
329
Marietta Wealth Management
Georgia
$1.84M
YIH
330
Y-Intercept (HK)
Hong Kong
$1.83M +$1.83M +32,984 New
CFGS
331
Concourse Financial Group Securities
Alabama
$1.82M -$50.2K -907 -3%
LIA
332
LBMC Investment Advisors
Tennessee
$1.82M -$11.5K -207 -0.6%
MA
333
Mutual Advisors
Nebraska
$1.81M -$46.3K -836 -2%
PA
334
PSI Advisors
Florida
$1.8M +$997K +18,017 +125%
WEG
335
World Equity Group
Illinois
$1.79M +$1.68M +126,039 +1,547%
SPIA
336
Steward Partners Investment Advisory
New York
$1.77M -$402K -7,264 -19%
AIP
337
Ameritas Investment Partners
Nebraska
$1.75M -$92.6K -1,672 -5%
RCAG
338
Rehmann Capital Advisory Group
Michigan
$1.74M -$98.7K -1,784 -5%
SL
339
Salomon & Ludwin
Virginia
$1.74M +$24.6K +445 +1%
Lido Advisors
340
Lido Advisors
California
$1.73M -$261K -4,716 -13%
BHBT
341
Burke & Herbert Bank & Trust
Virginia
$1.72M +$123K +2,222 +8%
GAG
342
GM Advisory Group
New York
$1.7M +$822K +14,852 +94%
WIM
343
WealthPlan Investment Management
Nebraska
$1.7M -$3.36M -60,735 -66%
BW
344
BIP Wealth
Georgia
$1.7M +$1.7M +30,619 New
T
345
TRUADVICE
Florida
$1.68M +$1.36M +24,255 +423%
ACM
346
Advisors Capital Management
New Jersey
$1.66M -$5.89M -106,485 -78%
William Blair & Company
347
William Blair & Company
Illinois
$1.65M -$55.5K -1,002 -3%
Renaissance Technologies
348
Renaissance Technologies
New York
$1.64M +$1.64M +29,600 New
MSS
349
Mitchell Sinkler & Starr
Pennsylvania
$1.63M -$235K -4,237 -13%
LFG
350
Larson Financial Group
Missouri
$1.62M +$238K +4,304 +17%