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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 %
BWM
426
BlackDiamond Wealth Management
New York
$2.3M +$2.3M +31,431 New
TWM
427
Triton Wealth Management
Arizona
$2.28M -$13.2K -187 -0.6%
MA
428
MONECO Advisors
Connecticut
$2.28M +$488K +6,666 +27%
WFP
429
Wrenne Financial Planning
Kentucky
$2.27M -$1.09M -14,841 -32%
EWA
430
EP Wealth Advisors
California
$2.27M -$147K -2,014 -6%
FIM
431
Fernwood Investment Management
Massachusetts
$2.25M +$181K +2,473 +9%
BW
432
BIP Wealth
Georgia
$2.24M +$169K +2,313 +8%
NEWAS
433
N.E.W. Advisory Services
Wisconsin
$2.21M -$2.68M -36,682 -55%
ACM
434
Advance Capital Management
Michigan
$2.18M +$24.2K +331 +1%
GSIS
435
Global Strategic Investment Solutions
Arizona
$2.17M +$3K +41 +0.1%
PFGIA
436
Patriot Financial Group Insurance Agency
Massachusetts
$2.11M +$340K +4,648 +19%
WWA
437
WCG Wealth Advisors
Nevada
$2.09M -$140K -1,912 -6%
IMC Chicago
438
IMC Chicago
Illinois
$2.08M +$831K +11,365 +67%
Bank of Montreal
439
Bank of Montreal
Ontario, Canada
$2.07M +$1.72M +23,405 +486%
VFA
440
Valeo Financial Advisors
Indiana
$2.06M +$24.6K +349 +1%
ST
441
Sabal Trust
Florida
$2.06M +$2.06M +28,130 New
William Blair & Company
442
William Blair & Company
Illinois
$2.05M +$57.8K +790 +3%
LNC
443
Lincoln National Corp
Pennsylvania
$2.03M +$340K +4,653 +20%
NF
444
Nvest Financial
New Hampshire
$2.02M -$40.5K -553 -2%
TRCT
445
Tower Research Capital (TRC)
New York
$1.98M +$1.96M +26,817 +12,650%
CIAS
446
Capital Investment Advisory Services
North Carolina
$1.97M -$116K -1,584 -6%
SF
447
Safeguard Financial
Wisconsin
$1.95M -$54.1K -739 -3%
OBWG
448
Onyx Bridge Wealth Group
New York
$1.94M +$61.4K +858 +3%
Simplex Trading
449
Simplex Trading
Illinois
$1.92M +$1.92M +26,299 New
NG
450
Norden Group
Utah
$1.92M +$1.92M +26,247 New