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SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
CAMG
501
CWA Asset Management Group
Florida
$494K -$26.9K -485 -5%
WA
502
Waverly Advisors
Alabama
$490K
VWA
503
Visionary Wealth Advisors
Illinois
$490K -$6.53K -118 -1%
SW
504
Simplicity Wealth
New Jersey
$489K +$25.8K +466 +6%
WAG
505
Wallace Advisory Group
California
$485K +$18K +326 +4%
BNP Paribas Financial Markets
506
BNP Paribas Financial Markets
France
$484K +$484K +8,734 New
EFS
507
Essex Financial Services
Connecticut
$472K -$8.19K -148 -2%
DIA
508
Dana Investment Advisors
Wisconsin
$469K +$469K +8,471 New
WAM
509
Wallington Asset Management
Indiana
$468K +$81.9K +1,480 +21%
GT
510
Glenmede Trust
Pennsylvania
$462K
CWS
511
Confluence Wealth Services
Pennsylvania
$457K -$32.8K -593 -7%
CA
512
Calton & Associates
Florida
$457K +$33.7K +608 +8%
PCIA
513
Prime Capital Investment Advisors
Kansas
$450K -$9.42M -170,078 -95%
KOC
514
Koss-Olinger Consulting
Florida
$443K
LWANC
515
Laurel Wealth Advisors (North Carolina)
North Carolina
$441K +$89.6K +1,619 +25%
BG
516
Benedetti & Gucer
Georgia
$437K -$6.53K -118 -1%
AF
517
Advisornet Financial
Minnesota
$434K -$4.04K -73 -0.9%
IWA
518
Intercontinental Wealth Advisors
Texas
$425K +$609 +11 +0.1%
JWA
519
JFS Wealth Advisors
Pennsylvania
$425K +$232K +4,182 +120%
AWE
520
Avidian Wealth Enterprises
Texas
$421K -$549K -9,914 -57%
APP
521
Avantax Planning Partners
Iowa
$417K -$37.8K -683 -8%
MFA
522
McClarren Financial Advisors
Pennsylvania
$416K -$108 -2 -0%
CIA
523
Cape Investment Advisory
Georgia
$412K +$412K +7,451 New
BA
524
Ballast Advisors
Minnesota
$411K +$3.16K +57 +0.8%
BFG
525
Bleakley Financial Group
New Jersey
$411K -$11.4K -206 -3%