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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 %
AMG
351
Asset Management Group
Connecticut
$4.21M +$42K +574 +1%
SWA
352
Stratos Wealth Advisors
Ohio
$4.2M +$526K +7,192 +14%
PA
353
PSI Advisors
Florida
$4.15M -$319K -4,357 -7%
SAM
354
Smartleaf Asset Management
Massachusetts
$3.99M -$412K -5,614 -9%
CWA
355
Centennial Wealth Advisory
Michigan
$3.89M +$195K +2,666 +5%
MCM
356
MidAtlantic Capital Management
Virginia
$3.88M -$5.85K -80 -0.2%
AO
357
Advisor OS
Illinois
$3.86M -$169K -2,315 -4%
BTWM
358
Baker Tilly Wealth Management
Wisconsin
$3.85M -$16M -218,784 -81%
BA
359
Bristlecone Advisors
Washington
$3.82M +$346K +4,727 +10%
WA
360
Wambolt & Associates
Colorado
$3.78M +$308K +4,202 +9%
AWM
361
Avior Wealth Management
Nebraska
$3.69M +$4.97K +68 +0.1%
T
362
Tidemark
California
$3.67M +$2.27M +31,043 +162%
CIBC Private Wealth Group
363
CIBC Private Wealth Group
Georgia
$3.64M +$646K +8,817 +22%
GWSG
364
GPS Wealth Strategies Group
Colorado
$3.5M -$1.31M -17,895 -27%
MWM
365
Modern Wealth Management
Kansas
$3.49M +$1.69M +23,113 +94%
MWM
366
Modera Wealth Management
New Jersey
$3.49M -$270K -3,694 -7%
KCM
367
KM Capital Management
Texas
$3.49M -$2.72M -37,133 -44%
HGERS
368
Householder Group Estate & Retirement Specialist
Arizona
$3.49M +$205K +2,806 +6%
RWPA
369
Richard W. Paul & Associates
Michigan
$3.45M -$833K -11,384 -19%
BC
370
Burney Company
Virginia
$3.45M +$210K +2,874 +6%
LIA
371
Luken Investment Analytics
Tennessee
$3.41M -$123K -1,679 -3%
PWG
372
Private Wealth Group
Florida
$3.38M -$2.71K -37 -0.1%
Koshinski Asset Management
373
Koshinski Asset Management
Illinois
$3.36M +$3.36M +45,929 New
SWA
374
Sightline Wealth Advisors
Connecticut
$3.32M +$504K +6,889 +18%
QCG
375
Quadrant Capital Group
Ohio
$3.26M