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SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
UCB
601
United Community Bank
South Carolina
$355K
HF
602
Halpern Financial
Virginia
$351K -$36.8K -620 -9%
CFD
603
Creative Financial Designs
Indiana
$348K +$116K +1,949 +50%
TFA
604
Teamwork Financial Advisors
Texas
$346K +$16.8K +283 +5%
IAN
605
Integrated Advisors Network
Texas
$346K -$15.9K -268 -4%
DFG
606
Delta Financial Group
New Jersey
$346K +$8.36K +141 +2%
SAF
607
Smith Anglin Financial
Texas
$344K
ST
608
Somerset Trust
Pennsylvania
$343K -$12K -202 -3%
RIA
609
Realta Investment Advisors
Delaware
$342K
AWM
610
Accurate Wealth Management
Florida
$341K +$98.1K +1,613 +40%
PWP
611
Principle Wealth Partners
Connecticut
$340K +$2.02K +34 +0.6%
CAM
612
Concorde Asset Management
Michigan
$339K +$339K +5,719 New
SBIA
613
Sheaff Brock Investment Advisors
Indiana
$339K
NS
614
NBC Securities
Alabama
$338K +$338K +5,713 New
BP
615
Ballentine Partners
Massachusetts
$338K -$19.5K -329 -5%
MIM
616
Moseley Investment Management
Florida
$337K +$40.4K +682 +14%
OC
617
Oppenheimer & Co
New York
$331K -$80.4K -1,356 -20%
AFG
618
AFS Financial Group
Maryland
$328K
FC
619
Fusion Capital
South Carolina
$328K +$1.42K +24 +0.4%
BG
620
Benedetti & Gucer
Georgia
$326K -$9.48K -160 -3%
CWM
621
Cahaba Wealth Management
Georgia
$322K +$80.2K +1,353 +33%
TIA
622
Traphagen Investment Advisors
New Jersey
$319K
MCM
623
MAI Capital Management
Ohio
$319K +$12.2K +206 +4%
BBNA
624
Bremer Bank National Association
Minnesota
$314K -$55.3K -933 -15%
AWMNH
625
Arcadia Wealth Management (New Hampshire)
New Hampshire
$313K +$73.3K +1,236 +31%