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SPDR Portfolio S&P 500 Growth ETF

672 hedge funds and large institutions have $7.98B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 339 increasing their positions, 186 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
-3
Holders Change %
-0.44%
% of All Funds
11.62%
Holding in Top 10
118
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+4.42%
% of All Funds
2.04%
New
56
Increased
339
Reduced
186
Closed
52
Calls
$8.1M
Puts
$5.01M
Net Calls
+$3.09M
Net Calls Change
-$4.87M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
601
Cutler Group
California
$52K +$52K +1,045 New
CA
602
Clearstead Advisors
Ohio
$50K -$16.7K -336 -25%
TWP
603
TFO Wealth Partners
Ohio
$46K +$46K +914 New
PCA
604
Providence Capital Advisors
North Carolina
$44K -$23.5K -471 -35%
TC
605
Truvestments Capital
Florida
$44K
BWL
606
Bogart Wealth LLC
Virginia
$41K +$1.11K +22 +3%
UB
607
UMB Bank
Missouri
$40K +$1.32K +26 +3%
WWM
608
Wolff Wiese Magana
California
$39K
DSC
609
Duncker Streett & Co
Missouri
$38K
BHWM
610
Beaird Harris Wealth Management
Texas
$37K
MIM
611
Macroview Investment Management
Maryland
$33K -$24.6K -492 -43%
WBC
612
West Branch Capital
Massachusetts
$33K +$51 +1 +0.2%
FHA
613
First Horizon Advisors
Tennessee
$33K +$1.67K +35 +5%
LWA
614
Lowe Wealth Advisors
Maryland
$30K -$20.3K -400 -40%
JWA
615
JFS Wealth Advisors
Pennsylvania
$30K +$5.01K +101 +20%
HWMA
616
Heritage Wealth Management (Arizona)
Arizona
$28K -$4.22K -85 -13%
JWM
617
Janiczek Wealth Management
Colorado
$26K
HI
618
Hoey Investments
Pennsylvania
$25K +$25K +492 New
WPWM
619
Western Pacific Wealth Management
Illinois
$21K +$21K +437 New
EWM
620
Executive Wealth Management
Michigan
$19.5K -$259K -258,711 -93%
VNA
621
Valley National Advisers
Pennsylvania
$19K
TWC
622
TD Waterhouse Canada
Ontario, Canada
$18.2K
TWA
623
TCI Wealth Advisors
Arizona
$18K +$7.65K +153 +74%
AWM
624
Atticus Wealth Management
Florida
$17K
HIA
625
Harbor Investment Advisory
Maryland
$17K