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SPDR Portfolio S&P 500 Growth ETF

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
ST
376
Smithfield Trust
Pennsylvania
$48K
AssetMark Inc
377
AssetMark Inc
California
$47K -$15M -422,832 -100%
AC
378
AlphaCore Capital
California
$40K +$40K +1,108 New
BW
379
Bison Wealth
Georgia
$35K
LWA
380
Lowe Wealth Advisors
Maryland
$35K +$865 +24 +3%
William Blair & Company
381
William Blair & Company
Illinois
$34K +$34K +942 New
AAP
382
Arax Advisory Partners
Colorado
$33K +$33K +926 New
MIM
383
Macroview Investment Management
Maryland
$32K -$147K -4,054 -82%
PA
384
Procyon Advisors
Connecticut
$29K +$7.9K +218 +37%
RCA
385
Ranch Capital Advisors
Florida
$28K -$4.44K -125 -14%
GSWM
386
Golden State Wealth Management
California
$28K +$28K +796 New
DSC
387
Duncker Streett & Co
Missouri
$27K
EWM
388
EPG Wealth Management
Georgia
$26K
Simplex Trading
389
Simplex Trading
Illinois
$25K -$64.7K -1,811 -72%
SFS
390
Sowell Financial Services
Arkansas
$25K -$12.2K -336 -33%
SL
391
Savior LLC
Massachusetts
$25K +$284 +8 +1%
FANJ
392
Financial Architects (New Jersey)
New Jersey
$24K
CHA
393
Carmichael Hill & Associates
Maryland
$24K
CFA
394
Carroll Financial Associates
North Carolina
$16K +$36 +1 +0.2%
FHA
395
First Horizon Advisors
Tennessee
$15K +$9.23K +275 +160%
AIC
396
Ayalon Insurance Company
Israel
$15K +$14.7K +426 +4,260%
PFO
397
Pathstone Family Office
New Jersey
$15K +$15K +430 New
JWM
398
Janiczek Wealth Management
Colorado
$12K
PCFFS
399
Pacific Center for Financial Services
California
$12K +$36 +1 +0.3%
FWP
400
FAS Wealth Partners
Kansas
$11K