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SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
451
Vigilant Capital Management
Maine
$720K -$432K -7,808 -38%
GW
452
GW & Wade
Massachusetts
$716K +$141K +2,547 +25%
PFA
453
Pinnacle Family Advisors
Missouri
$716K +$105K +1,896 +17%
PCA
454
Prosperity Capital Advisors
Ohio
$716K -$110K -1,990 -13%
LF
455
Lantz Financial
Illinois
$708K -$99.3K -1,794 -12%
FMN
456
Financial Management Network
California
$707K -$32.3K -582 -4%
OGF
457
Orin Green Financial
California
$704K
Qube Research & Technologies (QRT)
458
Qube Research & Technologies (QRT)
United Kingdom
$703K +$544K +9,832 +343%
BRWA
459
B. Riley Wealth Advisors
Florida
$702K +$191K +3,456 +37%
6F
460
626 Financial
Michigan
$689K -$78.4K -1,417 -10%
WPW
461
Waldron Private Wealth
Pennsylvania
$688K -$1.22M -21,959 -64%
CAC
462
Certified Advisory Corp
Florida
$682K +$97K +1,752 +17%
CPIG
463
Chicago Partners Investment Group
Illinois
$676K -$12.5K -224 -2%
IP
464
Ignite Planners
California
$664K +$19.5K +351 +3%
FA
465
FC Advisory
Pennsylvania
$654K +$22.8K +412 +4%
RSA
466
River Street Advisors
Illinois
$645K -$26.7K -483 -4%
PMFA
467
Plante Moran Financial Advisors
Michigan
$643K
GEA
468
Glen Eagle Advisors
New Jersey
$636K -$110K -1,984 -15%
ICG
469
InterOcean Capital Group
Tennessee
$621K
FWP
470
FAS Wealth Partners
Kansas
$605K -$22.9K -414 -4%
JGIA
471
Jackson Grant Investment Advisers
Connecticut
$597K +$1.99K +36 +0.3%
3F
472
360 Financial
Minnesota
$596K +$71.6K +1,386 +14%
CW
473
CreativeOne Wealth
Kansas
$596K -$14.8K -268 -2%
CS
474
Crescent Sterling
Louisiana
$596K +$81.5K +1,472 +16%
Kovitz Investment Group Partners
475
Kovitz Investment Group Partners
Illinois
$584K +$254K +4,590 +77%