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SPDR Portfolio S&P 500 Growth ETF

1,126 hedge funds and large institutions have $31B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 427 increasing their positions, 375 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,126
Holders Change
+114
Holders Change %
+11.26%
% of All Funds
15%
Holding in Top 10
208
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.51%
% of All Funds
2.77%
New
187
Increased
427
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
26
RFG Advisory
Alabama
$249M +$8.93M +101,577 +4%
Cetera Investment Advisers
27
Cetera Investment Advisers
Illinois
$246M +$57.4M +653,235 +31%
Osaic Holdings
28
Osaic Holdings
Arizona
$221M +$59M +683,629 +36%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$215M +$11.1M +126,200 +5%
WJA
30
Willis Johnson & Associates
Texas
$210M +$3.13M +35,588 +2%
KIM
31
Kestra Investment Management
Texas
$210M +$11.9M +135,489 +6%
AWM
32
AE Wealth Management
Kansas
$204M +$11.2M +127,265 +6%
Wells Fargo
33
Wells Fargo
California
$184M +$8.78M +99,908 +5%
SC
34
Savant Capital
Illinois
$179M -$21.3M -242,225 -11%
NP
35
NorthRock Partners
Minnesota
$175M +$382K +4,341 +0.2%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$172M -$5.21M -59,240 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$164M +$6.06M +68,942 +4%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$151M +$5.07M +57,666 +3%
HighTower Advisors
39
HighTower Advisors
Illinois
$145M +$14.8M +168,433 +11%
IAA
40
Independent Advisor Alliance
North Carolina
$140M +$139M +1,576,091 +7,158%
NAS
41
Nicolet Advisory Services
Wisconsin
$131M -$9.02M -103,021 -6%
OPS
42
Orion Portfolio Solutions
Nebraska
$127M +$123M +1,397,104 +2,708%
BCI
43
Brinker Capital Investments
Pennsylvania
$127M +$123M +1,397,104 +2,708%
FWM
44
Focused Wealth Management
New York
$127M +$1.25M +14,271 +1%
FNT
45
First National Trust
Pennsylvania
$125M +$2.72M +30,894 +2%
GKWIM
46
Gerber Kawasaki Wealth & Investment Management
California
$122M +$5.67M +64,514 +5%
CA
47
CoreCap Advisors
Michigan
$119M +$10.2M +115,973 +9%
Corient Private Wealth
48
Corient Private Wealth
Florida
$118M -$12.7M -144,414 -10%
BSG
49
Black Swift Group
Colorado
$118M +$2.33M +26,463 +2%
Prudential Financial
50
Prudential Financial
New Jersey
$117M +$39.8M +453,030 +51%