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SPDR Portfolio S&P 500 Growth ETF

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.71%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$197M +$20.9M +261,447 +12%
WJA
27
Willis Johnson & Associates
Texas
$185M +$5M +62,351 +3%
CCMG
28
Clark Capital Management Group
Pennsylvania
$180M +$180M +2,248,107 +58,789%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$171M -$23.1M -288,562 -12%
Fidelity Investments
30
Fidelity Investments
Massachusetts
$164M -$2.09M -26,099 -1%
NP
31
NorthRock Partners
Minnesota
$157M +$8.25M +102,948 +6%
Wells Fargo
32
Wells Fargo
California
$151M +$4.44M +55,421 +3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$150M +$11.7M +145,810 +8%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$140M -$2.81M -35,064 -2%
NAS
35
Nicolet Advisory Services
Wisconsin
$137M -$2.3M -27,375 -2%
MCM
36
Mainstay Capital Management
Michigan
$130M +$52M +649,221 +67%
FNT
37
First National Trust
Pennsylvania
$125M -$16.8M -209,450 -12%
Corient Private Wealth
38
Corient Private Wealth
Florida
$122M -$5.99M -74,715 -5%
FCAS
39
First Command Advisory Services
Texas
$121M +$3.25M +40,549 +3%
HighTower Advisors
40
HighTower Advisors
Illinois
$118M +$7.12M +88,906 +6%
FWM
41
Focused Wealth Management
New York
$113M +$1.09M +13,636 +1%
CWM
42
Connecticut Wealth Management
Connecticut
$111M +$730K +9,108 +0.7%
BSG
43
Black Swift Group
Colorado
$110M +$7.2M +89,886 +7%
AWM
44
AE Wealth Management
Kansas
$110M +$9.15M +114,221 +9%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$108M +$3.16M +39,439 +3%
KIM
46
Kestra Investment Management
Texas
$106M +$106M +1,321,854 New
CA
47
CoreCap Advisors
Michigan
$98.2M +$12.6M +156,807 +15%
KW
48
KWB Wealth
California
$96.8M -$2.39M -32,654 -2%
ACM
49
AlphaStar Capital Management
North Carolina
$91M -$3.88M -48,425 -4%
SPWG
50
Syntegra Private Wealth Group
Missouri
$89.3M +$478K +5,969 +0.5%