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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 %
LA
551
Lifeworks Advisors
Michigan
$964K -$297K -4,057 -24%
SA
552
Sunesis Advisors
Kansas
$956K
TPWM
553
Twelve Points Wealth Management
Massachusetts
$953K -$7.9K -108 -0.8%
FHA
554
First Horizon Advisors
Tennessee
$947K -$2.27K -31 -0.2%
BAM
555
Belpointe Asset Management
Nevada
$936K +$561K +7,674 +150%
FWM
556
Fingerlakes Wealth Management
New York
$934K -$10.8K -147 -1%
ITB
557
Idaho Trust Bank
Idaho
$934K +$934K +12,773 New
MG
558
Mather Group
Illinois
$928K -$134K -2,053 -13%
NL
559
NWAM LLC
Washington
$926K -$36.9K -504 -4%
WWS
560
Wellington Wealth Strategies
Indiana
$920K -$788K -1,507 -46%
SIA
561
Schechter Investment Advisors
Michigan
$911K +$911K +12,455 New
WPW
562
Waldron Private Wealth
Pennsylvania
$910K
SSB
563
Sandy Spring Bank
Maryland
$905K +$1.46K +20 +0.2%
FW
564
FirstPurpose Wealth
Utah
$897K +$8.56K +118 +1%
AIC
565
Ayalon Insurance Company
Israel
$887K
GFP
566
Gryphon Financial Partners
Ohio
$886K -$115K -1,570 -11%
SFG
567
Sovereign Financial Group
Connecticut
$877K -$15.4K -211 -2%
PS
568
Principal Securities
Iowa
$875K -$65.9K -901 -7%
CFGS
569
Concourse Financial Group Securities
Alabama
$873K -$632K -8,635 -42%
GWAM
570
Guardian Wealth Advisors (Minnesota)
Minnesota
$873K +$873K +11,932 New
FA
571
FC Advisory
Pennsylvania
$868K -$1.32K -18 -0.2%
SS
572
Sunbelt Securities
Texas
$866K -$219 -3 -0%
CAC
573
Certified Advisory Corp
Florida
$865K
RIM
574
Redwood Investment Management
Arizona
$854K -$19.4M -265,204 -96%
RSA
575
River Street Advisors
Illinois
$847K +$21.2K +290 +3%