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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 %
SFP
401
Shepherd Financial Partners
Massachusetts
$2.62M +$320K +4,370 +14%
LWM
402
Lionsbridge Wealth Management
Florida
$2.59M +$2.59M +35,408 New
CI
403
Cavalier Investments
Georgia
$2.57M +$2.57M +35,168 New
WAOI
404
Wealth Advisors of Iowa
Iowa
$2.56M -$4.54K -62 -0.2%
YIA
405
YHB Investment Advisors
Connecticut
$2.51M -$125K -1,714 -5%
FIA
406
Foundations Investment Advisors
Arizona
$2.49M +$192K +2,628 +8%
CA
407
Continuum Advisory
Idaho
$2.48M +$267K +3,638 +12%
SW
408
SkyOak Wealth
Michigan
$2.45M -$46.5K -635 -2%
MWC
409
MBM Wealth Consultants
Missouri
$2.44M +$66.5K +909 +3%
VW
410
Vance Wealth
California
$2.43M -$43.1K -589 -2%
SFS
411
Sowell Financial Services
Arkansas
$2.43M +$53.6K +732 +2%
LIA
412
LBMC Investment Advisors
Tennessee
$2.42M +$2.05K +28 +0.1%
OWA
413
Opal Wealth Advisors
New York
$2.41M +$118K +1,608 +5%
BWA
414
Boulder Wealth Advisors
Colorado
$2.41M +$2.41M +32,885 New
MWM
415
Marietta Wealth Management
Georgia
$2.4M -$27.9K -382 -1%
ACM
416
Advisors Capital Management
New Jersey
$2.36M -$7.65M -104,571 -76%
EMAM
417
Encompass More Asset Management
California
$2.35M -$2.33M -31,797 -50%
Lido Advisors
418
Lido Advisors
California
$2.35M -$135K -1,848 -5%
GEA
419
Glen Eagle Advisors
New Jersey
$2.35M +$53.5K +731 +2%
FNWA
420
Financial Network Wealth Advisors
Utah
$2.34M -$31.5K -430 -1%
FI
421
Financial Insights
Washington
$2.34M +$2.34M +31,997 New
FIC
422
FCG Investment Company
Tennessee
$2.33M +$580K +7,929 +33%
SHJ
423
Sharkey, Howes & Javer
Colorado
$2.32M +$1.62M +22,109 +230%
SIA
424
Soltis Investment Advisors
Utah
$2.32M +$41.2K +563 +2%
LTL
425
Lowery Thomas LLC
California
$2.31M -$85.9K -1,174 -4%