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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 %
SPIA
376
Steward Partners Investment Advisory
New York
$3.24M -$2.28M -31,214 -41%
TW
377
Towerpoint Wealth
California
$3.16M -$36.6K -501 -1%
AT
378
American Trust
Kentucky
$3.15M -$83.7K -1,144 -3%
Northern Trust
379
Northern Trust
Illinois
$3.15M -$34.7K -475 -1%
US Bancorp
380
US Bancorp
Minnesota
$3.14M +$1.03M +14,107 +49%
JWCA
381
J.W. Cole Advisors
Florida
$3.13M +$155K +2,116 +5%
GAG
382
GM Advisory Group
New York
$3.1M +$134K +1,831 +5%
VVP
383
Venture Visionary Partners
Ohio
$3.08M +$297K +4,056 +11%
WIM
384
WealthPlan Investment Management
Nebraska
$3.08M +$809K +11,063 +36%
GWA
385
Gratus Wealth Advisors
Virginia
$3.02M -$146K -2,071 -5%
ISB
386
Iowa State Bank
Iowa
$2.98M +$51.1K +698 +2%
Focus Partners Wealth
387
Focus Partners Wealth
Massachusetts
$2.93M +$1.17M +16,056 +67%
MCC
388
Money Concepts Capital
Florida
$2.92M +$1.8M +24,650 +162%
SL
389
Salomon & Ludwin
Virginia
$2.88M +$410K +5,600 +17%
CASC
390
Coppell Advisory Solutions Corp
Texas
$2.86M +$2.86M +39,073 New
FFA
391
Fragasso Financial Advisors
Pennsylvania
$2.84M -$52.3K -715 -2%
ETIA
392
Epic Trust Investment Advisors
Washington
$2.83M -$119K -1,628 -4%
SW
393
Simplicity Wealth
New Jersey
$2.83M +$1.81M +24,759 +178%
BCI
394
Brinker Capital Investments
Pennsylvania
$2.8M -$1.15M -15,719 -29%
OPS
395
Orion Portfolio Solutions
Nebraska
$2.8M -$1.15M -15,719 -29%
BHBT
396
Burke & Herbert Bank & Trust
Virginia
$2.74M +$68.6K +938 +3%
AIM
397
Aspen Investment Management
Michigan
$2.7M -$932K -12,739 -26%
WP
398
WealthShield Partners
North Carolina
$2.68M -$106K -1,447 -4%
PIFP
399
Partners in Financial Planning
Virginia
$2.66M -$14.8K -202 -0.6%
RFN
400
RDA Financial Network
Iowa
$2.63M +$246K +3,358 +10%