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SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.37B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.61%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.43%
New
53
Increased
211
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
LFAS
351
Level Four Advisory Services
Texas
$490K +$57.3K +1,015 +13%
ACI
352
Alpha Cubed Investments
California
$481K +$18.5K +329 +4%
PPP
353
Private Portfolio Partners
New Jersey
$473K +$67.4K +1,195 +17%
LFG
354
Larson Financial Group
Missouri
$458K +$90.1K +1,598 +25%
JWCA
355
J.W. Coons Advisors
Ohio
$448K -$24.4K -430 -5%
DWM
356
Dakota Wealth Management
Florida
$448K +$11.4K +203 +3%
SAG
357
Spotlight Asset Group
Illinois
$439K -$190K -3,375 -30%
KCM
358
Kennicott Capital Management
California
$437K +$437K +7,757 New
SFG
359
SageGuard Financial Group
Tennessee
$432K +$13.8K +244 +3%
MIM
360
Moseley Investment Management
Florida
$428K -$8.23K -146 -2%
SI
361
Stephens Inc
Arkansas
$426K +$59.2K +1,050 +16%
BCI
362
Brinker Capital Investments
Pennsylvania
$426K +$114K +2,024 +37%
CA
363
Cetera Advisors
Colorado
$422K +$146K +2,584 +53%
IWA
364
Intercontinental Wealth Advisors
Texas
$421K +$16K +284 +4%
IWC
365
Integrated Wealth Concepts
Massachusetts
$419K -$36.4K -645 -8%
QC
366
QCM Cayman
Texas
$418K -$109K -1,940 -21%
APA
367
American Portfolios Advisors
New York
$410K -$42.8K -759 -9%
MWC
368
MBM Wealth Consultants
Missouri
$408K +$4.67K +83 +1%
FG
369
Fiduciary Group
Georgia
$403K -$23K -382 -5%
CAM
370
Cozad Asset Management
Illinois
$403K +$1.69K +30 +0.4%
DCM
371
Donaldson Capital Management
Indiana
$395K -$62K -1,101 -14%
AIA
372
Angeles Investment Advisors
California
$391K
TCM
373
Tradewinds Capital Management
Washington
$384K -$19.9M -352,605 -98%
MCM
374
MAI Capital Management
Ohio
$382K -$7.89K -140 -2%
Northern Trust
375
Northern Trust
Illinois
$381K