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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 %
AQR Capital Management
576
AQR Capital Management
Connecticut
$847K +$847K +11,574 New
S
577
SignatureFD
Georgia
$846K +$118K +1,614 +16%
MA
578
MKT Advisors
California
$842K +$518K +7,149 +160%
SCP
579
Stevens Capital Partners
Nebraska
$836K +$140K +1,917 +20%
ICG
580
InterOcean Capital Group
Tennessee
$820K
OGF
581
Orin Green Financial
California
$815K -$822K -12,634 Closed
KWA
582
Kingswood Wealth Advisors
California
$813K -$147K -2,003 -15%
LF
583
Lantz Financial
Illinois
$810K -$85.3K -1,166 -10%
PA
584
PFG Advisors
Arizona
$802K -$8.56K -117 -1%
TA
585
TFB Advisors
Kansas
$796K +$139K +1,984 +21%
PMFA
586
Plante Moran Financial Advisors
Michigan
$793K -$7.61K -104 -1%
SWM
587
SFG Wealth Management
Maryland
$792K -$50.1K -685 -6%
CP
588
Castleview Partners
Texas
$791K +$6.07K +83 +0.8%
STA
589
Summit Trail Advisors
New York
$786K
DCM
590
DGS Capital Management
New Jersey
$783K +$44.7K +611 +6%
VWA
591
Visionary Wealth Advisors
Illinois
$768K +$141K +1,922 +22%
OSAM
592
O'Shaughnessy Asset Management
Connecticut
$760K +$193K +2,634 +34%
FL
593
FreeGulliver LLC
Louisiana
$753K +$753K +10,290 New
6F
594
626 Financial
Michigan
$726K -$16.8K -229 -2%
LL
595
LWMG LLC
Minnesota
$722K
MFWP
596
Mosaic Family Wealth Partners
Missouri
$717K +$23.8K +326 +3%
SCA
597
Snowden Capital Advisors
New York
$713K -$20.1M -275,456 -97%
SPWM
598
Schrum Private Wealth Management
Florida
$708K +$36.1K +494 +5%
BC
599
Brio Consultants
California
$690K -$8.05K -110 -1%
WH
600
Willner & Heller
California
$677K +$951 +13 +0.1%