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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 %
DWM
526
Drive Wealth Management
Utah
$1.15M -$546K -7,461 -32%
SI
527
Stephens Inc
Arkansas
$1.15M +$87.4K +1,195 +8%
WEG
528
World Equity Group
Illinois
$1.15M +$212K +2,893 +23%
AWS
529
Arkfeld Wealth Strategies
Nebraska
$1.14M +$29.4K +406 +3%
CA
530
Centerpoint Advisors
Massachusetts
$1.14M +$51.7K +707 +5%
AWAU
531
Alliance Wealth Advisors (Utah)
Utah
$1.14M +$61K +834 +6%
CAM
532
Cresset Asset Management
Illinois
$1.14M +$3.37K +46 +0.3%
LJAC
533
L.J. Altfest & Co
New York
$1.13M -$76.6K -1,047 -6%
FDDB
534
Fidelity D&D Bancorp
Pennsylvania
$1.12M +$325K +4,440 +41%
WP
535
WMS Partners
Maryland
$1.1M -$53K -725 -5%
Pathstone Holdings
536
Pathstone Holdings
New Jersey
$1.1M -$243K -3,327 -18%
MGIA
537
Moneta Group Investment Advisors
Missouri
$1.09M -$254K -3,474 -19%
PP
538
Prosperity Planning
Missouri
$1.08M -$6K -82 -0.6%
SFC
539
Strategic Financial Concepts
Texas
$1.08M -$405K -5,535 -27%
PFMU
540
Privium Fund Management (UK)
United Kingdom
$1.07M +$1.07M +14,579 New
TWP
541
Tempus Wealth Planning
California
$1.07M +$1.07M +14,579 New
TFS
542
Thoroughbred Financial Services
Tennessee
$1.06M +$44K +601 +4%
RWA
543
Redhawk Wealth Advisors
Minnesota
$1.03M +$785K +10,728 +316%
KAS
544
KPP Advisory Services
Kentucky
$1.01M +$1.01M +13,848 New
JWBC
545
John W. Brooker & Co
California
$1.01M +$21.1K +288 +2%
JGIA
546
Jackson Grant Investment Advisers
Connecticut
$984K +$1.1K +15 +0.1%
BB
547
Berkshire Bank
Massachusetts
$980K -$189K -2,580 -16%
MWM
548
MY Wealth Management
Maryland
$976K
CPIG
549
Chicago Partners Investment Group
Illinois
$973K +$19.4K +275 +2%
CWS
550
Confluence Wealth Services
Pennsylvania
$969K +$238K +3,251 +33%