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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 %
US Bancorp
351
US Bancorp
Minnesota
$1.61M +$5.7K +103 +0.4%
MP
352
McDonald Partners
Ohio
$1.6M -$24.6K -445 -2%
MG
353
Mather Group
Illinois
$1.57M +$13.1K +236 +0.8%
CIAS
354
Capital Investment Advisory Services
North Carolina
$1.57M +$24.7K +446 +2%
SW
355
SkyOak Wealth
Michigan
$1.56M +$158K +2,860 +11%
SFG
356
Sovereign Financial Group
Connecticut
$1.56M -$22.8K -411 -1%
ICP
357
Interchange Capital Partners
Pennsylvania
$1.55M -$31.7K -573 -2%
AC
358
AIFG Consultants
New York
$1.53M -$7.4M -133,744 -83%
BA
359
Bristlecone Advisors
Washington
$1.53M +$246K +4,452 +19%
MWC
360
MBM Wealth Consultants
Missouri
$1.53M
GWP
361
Gateway Wealth Partners
Wisconsin
$1.53M +$344K +6,207 +29%
CIBC Private Wealth Group
362
CIBC Private Wealth Group
Georgia
$1.5M -$157K -3,407 -9%
OPS
363
Orion Portfolio Solutions
Nebraska
$1.5M +$580K +10,480 +63%
BCI
364
Brinker Capital Investments
Pennsylvania
$1.5M +$648K +11,706 +76%
CBC
365
Coombe, Bender & Co
New York
$1.49M +$25K +452 +2%
JWCA
366
J.W. Cole Advisors
Florida
$1.49M +$246K +4,452 +20%
SFC
367
Strategic Financial Concepts
Texas
$1.47M +$1.47M +26,606 New
OWA
368
Opal Wealth Advisors
New York
$1.47M +$77K +1,391 +6%
OBWG
369
Onyx Bridge Wealth Group
New York
$1.46M +$15.9K +287 +1%
FTUS
370
Flow Traders U.S.
New York
$1.46M +$1.46M +26,300 New
RMAM
371
Raab & Moskowitz Asset Management
New Jersey
$1.44M -$5.54K -100 -0.4%
Marshall Wace
372
Marshall Wace
United Kingdom
$1.4M +$1.4M +25,208 New
FIM
373
Fernwood Investment Management
Massachusetts
$1.38M -$14.1K -254 -1%
JWS
374
Juncture Wealth Strategies
Arizona
$1.36M -$245K -4,433 -15%
Invesco
375
Invesco
Georgia
$1.33M -$186K -3,351 -12%