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SPDR Portfolio S&P 500 Growth ETF

268 hedge funds and large institutions have $1.68B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 111 increasing their positions, 65 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
268
Holders Change
+30
Holders Change %
+12.61%
% of All Funds
5.98%
Holding in Top 10
30
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+42.86%
% of All Funds
0.67%
New
68
Increased
111
Reduced
65
Closed
36
Calls
Puts
$1K
Net Calls
-$1K
Net Calls Change
-$368K
Name Holding Trade Value Shares
Change
Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$16.2M -$69.6M -2,151,597 -81%
RWA
27
Redhawk Wealth Advisors
Minnesota
$14.5M +$12.9M +368,083 +826%
CWSR
28
Chessman Wealth Strategies RIA
Texas
$14.4M +$4.49M +138,233 +45%
AIG
29
American International Group
New York
$13.6M +$1.16M +35,560 +9%
FFG
30
Ford Financial Group
California
$13.4M +$13.4M +412,943 New
AA
31
Advisory Alpha
Michigan
$12.7M +$1.38M +39,284 +12%
JWM
32
Jackson Wealth Management
Florida
$12.5M +$2.48M +78,371 +25%
ACM
33
Azimuth Capital Management
Michigan
$12.4M +$12.4M +383,020 New
AWM
34
Altium Wealth Management
New York
$12M -$5.06M -155,788 -30%
ACM
35
AlphaStar Capital Management
North Carolina
$11.7M -$7.55M -232,381 -39%
RA
36
RFG Advisory
Alabama
$10.9M -$421K -12,940 -4%
FPIS
37
Financial Planning & Information Services
Wisconsin
$9.88M +$3.12M +95,858 +46%
SB
38
Suntrust Banks
Georgia
$9.84M +$121K +3,720 +1%
FFS
39
Founders Financial Securities
Maryland
$8.85M -$5.56M -171,020 -39%
FWM
40
Foresight Wealth Management
Utah
$8.45M +$8.45M +260,130 New
HB
41
Homrich & Berg
Georgia
$8.25M +$4.15M +127,773 +101%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$8.04M +$1.18M +36,246 +17%
MIAN
43
Mariner Independent Advisor Network
Kansas
$7.32M +$7.32M +221,769 New
TAIM
44
TD Ameritrade Investment Management
Nebraska
$7M +$3.5M +107,641 +100%
WI
45
WrapManager Inc
California
$6.33M -$350K -10,780 -5%
SIA
46
Starfire Investment Advisers
Michigan
$6.2M +$190K +5,849 +3%
EFL
47
ERn Financial LLC
Wisconsin
$6.19M +$6.19M +190,507 New
TFA
48
TPG Financial Advisors
Oregon
$6.09M +$6.09M +187,479 New
PWPS
49
Pinnacle Wealth Planning Services
Ohio
$5.79M +$4.32M +132,864 +294%
SFM
50
Signet Financial Management
New Jersey
$5.68M +$1.21M +37,266 +27%