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SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.53%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Market Value Shares Shares
Change
Shares
Change %
RJA
26
Raymond James & Associates
Florida
$26.6M 682,804 +244,101 +56%
IWA
27
Inspirion Wealth Advisors
Illinois
$25M 642,164 -6,363 -1%
AWM
28
Altium Wealth Management
New York
$24.6M 631,730 +48,009 +8%
RCIM
29
Red Cedar Investment Management
Michigan
$24.1M 620,871 +28,358 +5%
CWM
30
Connecticut Wealth Management
Connecticut
$23.8M 612,650 +330,150 +117%
FNT
31
First National Trust
Pennsylvania
$23M 591,064 -2,344 -0.4%
ONB
32
Old National Bancorp
Indiana
$22.9M 587,599 +568,072 +2,909%
FFG
33
Ford Financial Group
California
$22.6M 581,584 +50,193 +9%
MWPCG
34
Measured Wealth Private Client Group
New Hampshire
$22.4M 577,005 +491,727 +577%
AssetMark Inc
35
AssetMark Inc
California
$21.3M 548,566 +147,177 +37%
RA
36
RFG Advisory
Alabama
$20.5M 527,060 +138,972 +36%
HB
37
Homrich & Berg
Georgia
$20.4M 524,924 +73,388 +16%
FPIS
38
Financial Planning & Information Services
Wisconsin
$20.4M 524,068 +51,073 +11%
AA
39
Advisory Alpha
Michigan
$19.8M 516,286 +58,170 +13%
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$18.9M 300,245
Goldman Sachs
41
Goldman Sachs
New York
$18.1M 465,454 +19,666 +4%
CFS
42
Cannon Financial Strategists
Georgia
$17.3M 446,023 +106,979 +32%
UCFA
43
United Capital Financial Advisors
Texas
$17.2M 442,469 +210,700 +91%
RWM
44
Reston Wealth Management
Virginia
$17.1M 439,631 +439,631 New
AI
45
Atria Investments
North Carolina
$15.8M 407,387 -41,501 -9%
JWM
46
Jackson Wealth Management
Florida
$14.7M 381,243 +24,017 +7%
PC
47
Permanens Capital
New York
$14M 359,708 +11,872 +3%
EWM
48
Executive Wealth Management
Michigan
$13.6M 349,123 +9,914 +3%
NP
49
NorthRock Partners
Minnesota
$13.4M 344,585 +336,671 +4,254%
CM
50
Churchill Management
California
$12.8M 329,737 +36,906 +13%