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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 %
FA
601
Fiduciary Alliance
South Carolina
$669K -$83K -1,133 -11%
DI
602
DAGCO Inc
Ohio
$661K -$3.66M -50,052 -85%
CAMG
603
CWA Asset Management Group
Florida
$653K +$1.02K +14 +0.2%
LA
604
Latitude Advisors
Florida
$652K +$652K +8,914 New
LWANC
605
Laurel Wealth Advisors (North Carolina)
North Carolina
$651K +$1.54K +21 +0.2%
IW
606
Imprint Wealth
South Carolina
$651K +$17.2K +235 +3%
FNBOO
607
First National Bank of Omaha
Nebraska
$648K -$130K -1,623 -17%
IHWM
608
Iron Horse Wealth Management
Iowa
$644K -$355K -4,853 -36%
AWM
609
Apollon Wealth Management
South Carolina
$632K -$171K -2,339 -21%
ECA
610
Elevated Capital Advisors
Utah
$629K +$315K +4,303 +100%
ADIM
611
Alpha DNA Investment Management
Maryland
$628K +$628K +8,587 New
CS
612
Crescent Sterling
Louisiana
$626K -$3.66K -50 -0.6%
FFN
613
Focus Financial Network
Minnesota
$625K -$636K -9,048 -50%
OCPWS
614
One Charles Private Wealth Services
Massachusetts
$624K -$3K -41 -0.5%
RPGK
615
Retirement Planning Group (Kansas)
Kansas
$623K +$94K +1,285 +18%
TSWM
616
Tyler-Stone Wealth Management
Ohio
$623K +$67K +916 +12%
WAM
617
Wallington Asset Management
Indiana
$619K +$223K +3,050 +56%
CAG
618
Csenge Advisory Group
Florida
$617K +$160K +2,190 +35%
RFN
619
Redwood Financial Network
Ohio
$611K -$38.6K -528 -6%
TW
620
TrinityPoint Wealth
Connecticut
$606K +$67K +916 +12%
D
621
Diversified
Delaware
$602K +$329K +4,494 +120%
TWM
622
Tradition Wealth Management
Minnesota
$597K +$492K +6,732 +472%
JWA
623
JFS Wealth Advisors
Pennsylvania
$595K -$31.3K -428 -5%
SAG
624
Spotlight Asset Group
Illinois
$569K
CA
625
Calton & Associates
Florida
$568K -$3.51K -48 -0.6%