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SPDR Portfolio S&P 500 Growth ETF

710 hedge funds and large institutions have $9.52B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 300 increasing their positions, 236 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
710
Holders Change
-9
Holders Change %
-1.25%
% of All Funds
11.24%
Holding in Top 10
116
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-7.94%
% of All Funds
1.84%
New
85
Increased
300
Reduced
236
Closed
82
Calls
$22M
Puts
$19.9M
Net Calls
+$2.05M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Shares
Change %
WBC
651
West Branch Capital
Massachusetts
$43K +$66 +1 +0.2%
HWMA
652
Heritage Wealth Management (Arizona)
Arizona
$43K +$43K +649 New
TCM
653
Tradewinds Capital Management
Washington
$40K -$27M -406,290 -100%
BWL
654
Bogart Wealth LLC
Virginia
$38K +$662 +10 +2%
JWA
655
JFS Wealth Advisors
Pennsylvania
$33K -$32.7K -499 -50%
1IA
656
1834 Investment Advisors
Wisconsin
$33K -$4.95K -75 -13%
UB
657
UMB Bank
Missouri
$28K +$28K +425 New
PFA
658
Professional Financial Advisors
Nebraska
$26K
LF
659
Lee Financial
Texas
$24K +$843 +13 +4%
CHA
660
Carmichael Hill & Associates
Maryland
$23K -$6.73K -101 -23%
PCFFS
661
Pacific Center for Financial Services
California
$23K +$67 +1 +0.3%
BWM
662
Baystate Wealth Management
Massachusetts
$23K +$16K +240 +226%
PB
663
Pinnacle Bancorp
Nebraska
$22K +$2K +30 +10%
BA
664
Bellwether Advisors
Nebraska
$21K
AWM
665
Atticus Wealth Management
Florida
$21K +$10.3K +157 +96%
CP
666
Castleview Partners
Texas
$19K -$2.9M -45,215 -99%
MA
667
MCF Advisors
Kentucky
$19K +$19K +283 New
CFB
668
Cullen/Frost Bankers
Texas
$18K -$26.6K -400 -60%
ODG
669
O'Dell Group
Ohio
$18K
CAM
670
Costello Asset Management
Pennsylvania
$18K
TFS
671
TrustCore Financial Services
Tennessee
$18K +$18K +268 New
WAS
672
Winch Advisory Services
Wisconsin
$17K
CCM
673
Covington Capital Management
California
$16K
JWM
674
Janiczek Wealth Management
Colorado
$15K -$14.3K -211 -49%
CTC
675
Central Trust Company
Missouri
$15K