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SPDR Portfolio S&P 500 Growth ETF

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
Betterment LLC
501
Betterment LLC
New York
$1.35M +$79K +1,080 +6%
PNC Financial Services Group
502
PNC Financial Services Group
Pennsylvania
$1.35M -$71.6K -979 -5%
TCM
503
Tradewinds Capital Management
Washington
$1.34M -$18.6M -253,887 -93%
PIA
504
Pinion Investment Advisors
Kansas
$1.33M -$143K -1,953 -10%
OMC
505
Old Mission Capital
Illinois
$1.33M +$1.33M +18,212 New
TBWA
506
Three Bridge Wealth Advisors
California
$1.33M
MF
507
Meridian Financial
Massachusetts
$1.33M +$7.46K +102 +0.6%
PA
508
Pinnacle Associates
New York
$1.31M -$431K -5,893 -25%
CW
509
CreativeOne Wealth
Kansas
$1.3M +$587K +8,017 +82%
MA
510
Mutual Advisors
Nebraska
$1.29M -$19M -259,884 -94%
TFG
511
Tilson Financial Group
New Jersey
$1.29M -$168K -2,297 -12%
CM
512
Churchill Management
California
$1.28M -$110K -1,498 -8%
PWM
513
Perigon Wealth Management
California
$1.27M +$1.27M +17,298 New
AIP
514
Ameritas Investment Partners
Nebraska
$1.26M -$763K -10,433 -38%
ML
515
McAdam LLC
Pennsylvania
$1.26M +$112K +1,525 +10%
SSW
516
Stone Summit Wealth
Florida
$1.26M +$41.5K +568 +3%
KCIC
517
Kuhn & Co Investment Counsel
Illinois
$1.24M +$4.1K +56 +0.3%
OFS
518
OneAscent Financial Services
Alabama
$1.23M +$54.1K +740 +5%
JWS
519
Juncture Wealth Strategies
Arizona
$1.22M -$153K -2,085 -11%
Belvedere Trading
520
Belvedere Trading
Illinois
$1.2M +$1.2M +16,394 New
BEI
521
Benjamin Edwards Inc
Missouri
$1.17M +$222K +3,042 +23%
Fifth Third Bancorp
522
Fifth Third Bancorp
Ohio
$1.17M -$17.4K -238 -1%
WPC
523
White Pine Capital
Minnesota
$1.16M +$91.1K +1,295 +8%
MMA
524
Miracle Mile Advisors
California
$1.16M +$512 +7 +0%
BSW
525
Buckingham Strategic Wealth
Missouri
$1.16M +$416K +5,683 +56%