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SPDR Portfolio S&P 500 Growth ETF

675 hedge funds and large institutions have $8.05B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 217 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
675
Holders Change
-35
Holders Change %
-4.93%
% of All Funds
11.41%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.91%
New
64
Increased
318
Reduced
217
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Shares
Change %
BW
601
Bison Wealth
Georgia
$64K
CAL
602
Capital Advisors Ltd
Ohio
$62K -$85.2K -1,625 -58%
CHC
603
City Holding Co
West Virginia
$61K
MIM
604
Macroview Investment Management
Maryland
$60K -$17.9K -344 -23%
CPFP
605
Clear Perspectives Financial Planning
Ohio
$58K -$3.59K -68 -6%
AWM
606
Accel Wealth Management
Iowa
$58K +$54 +1 +0.1%
LWA
607
Lowe Wealth Advisors
Maryland
$52K
TC
608
Truvestments Capital
Florida
$46K +$46K +875 New
COCM
609
Charter Oak Capital Management
New Hampshire
$42K
BWL
610
Bogart Wealth LLC
Virginia
$42K +$11.6K +220 +38%
WWM
611
Wolff Wiese Magana
California
$40K
UB
612
UMB Bank
Missouri
$40K +$17.7K +338 +80%
BHWM
613
Beaird Harris Wealth Management
Texas
$39K -$4.25K -81 -10%
DSC
614
Duncker Streett & Co
Missouri
$39K
WBC
615
West Branch Capital
Massachusetts
$34K +$104 +2 +0.3%
FHA
616
First Horizon Advisors
Tennessee
$34K +$34K +655 New
HWMA
617
Heritage Wealth Management (Arizona)
Arizona
$33.9K
JWM
618
Janiczek Wealth Management
Colorado
$31K +$17.8K +297 +134%
JWA
619
JFS Wealth Advisors
Pennsylvania
$26K +$52 +1 +0.2%
VVP
620
Venture Visionary Partners
Ohio
$24.2K +$24.2K +463 New
VNA
621
Valley National Advisers
Pennsylvania
$20K +$18.6K +343 +1,372%
TWC
622
TD Waterhouse Canada
Ontario, Canada
$18.6K +$18.6K +354 New
HIA
623
Harbor Investment Advisory
Maryland
$18K -$25.4K -490 -59%
PFA
624
Professional Financial Advisors
Nebraska
$18K -$2.37K -45 -12%
CHA
625
Carmichael Hill & Associates
Maryland
$18K