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SPDR Portfolio S&P 500 Growth ETF

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
26
Corient Private Wealth
Florida
$81.5M +$81.5M +1,609,287 New
PI
27
PFS Investments
Georgia
$78.8M +$23.3M +459,031 +42%
B
28
Bridgeworth
Alabama
$77.9M +$73.5M +1,451,362 +1,684%
SF
29
Synovus Financial
Georgia
$70M +$69.6M +1,374,423 +19,231%
TF
30
TIAA FSB
Florida
$65.1M +$16.3M +320,948 +33%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$63.2M +$975K +19,233 +2%
FWM
32
Focused Wealth Management
New York
$63.2M -$2.43M -47,861 -4%
CWM
33
Connecticut Wealth Management
Connecticut
$62.8M +$8.57M +169,083 +16%
RW
34
Reframe Wealth
Virginia
$61.5M +$61.5M +1,212,962 New
CDIA
35
Capital Directions Investment Advisors
Georgia
$61.5M +$61.5M +1,212,962 New
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$60.1M -$6.45M -127,218 -10%
RJFSA
37
Raymond James Financial Services Advisors
Florida
$51.9M -$1.36M -26,892 -3%
ONB
38
Old National Bancorp
Indiana
$47M +$2.28M +45,006 +5%
NP
39
NorthRock Partners
Minnesota
$46.2M -$8.44M -166,619 -15%
BlackRock
40
BlackRock
New York
$45.2M +$2.25M +44,381 +5%
CA
41
CoreCap Advisors
Michigan
$44.6M +$4.56M +89,943 +11%
CCWA
42
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$40.3M +$40.3M +794,721 New
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$40.1M +$16.3M +322,223 +69%
HighTower Advisors
44
HighTower Advisors
Illinois
$39.3M +$2.21M +43,578 +6%
NA
45
Nottingham Advisors
New York
$37.6M +$222K +4,388 +0.6%
KW
46
KWB Wealth
California
$37.2M +$998K +19,704 +3%
KA
47
Klingman & Associates
New York
$37.2M +$2.58M +51,005 +7%
CFS
48
Cannon Financial Strategists
Georgia
$37.1M +$1.97M +38,819 +6%
EWA
49
ERTS Wealth Advisors
Michigan
$35.8M -$3.66M -72,268 -9%
FNT
50
First National Trust
Pennsylvania
$35M -$672K -13,269 -2%