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SPDR Portfolio S&P 500 Growth ETF

755 hedge funds and large institutions have $11.5B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 71 funds opening new positions, 327 increasing their positions, 258 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
755
Holders Change
+2
Holders Change %
+0.27%
% of All Funds
12.08%
Holding in Top 10
127
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.31%
% of All Funds
2.03%
New
71
Increased
327
Reduced
258
Closed
49
Calls
$16.2M
Puts
$10.2M
Net Calls
+$5.97M
Net Calls Change
-$2.09M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
651
Tradition Wealth Management
Minnesota
$114K +$34.8K +626 +44%
SMA
652
Sage Mountain Advisors
Georgia
$113K
AA
653
AlphaMark Advisors
Kentucky
$109K +$3.37K +61 +3%
CT
654
Cambridge Trust
Massachusetts
$108K
WAM
655
Worth Asset Management
Texas
$107K
FA
656
Faithward Advisors
Pennsylvania
$101K
CSWM
657
Cassady Schiller Wealth Management
Ohio
$99.6K
MFA
658
Morling Financial Advisors
California
$98.3K +$332 +6 +0.3%
Commonwealth Equity Services
659
Commonwealth Equity Services
Massachusetts
$94.7K +$2.78K +50,181 +3%
LF
660
Lee Financial
Texas
$91.5K +$55 +1 +0.1%
MAM
661
Marquette Asset Management
Minnesota
$90.8K
BLC
662
Brown, Lisle/Cummings
Rhode Island
$90.2K
MWM
663
Mascoma Wealth Management
New Hampshire
$89.8K
GTAM
664
Global Trust Asset Management
Florida
$88.7K -$11.2K -203 -11%
PWMG
665
Prestige Wealth Management Group
New Jersey
$86.9K
JFGIW
666
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86.2K -$69.1K -1,249 -44%
CMP
667
Coston McIsaac & Partners
Maine
$85K
OSAM
668
O'Shaughnessy Asset Management
Connecticut
$84K
FRA
669
Front Row Advisors
California
$71K
HWA
670
Heritage Wealth Advisors
Virginia
$65.4K -$78.2K -1,413 -54%
CAL
671
Capital Advisors Ltd
Ohio
$65K
CPFP
672
Clear Perspectives Financial Planning
Ohio
$60.9K
CTC
673
Central Trust Company
Missouri
$60.5K +$60.5K +1,093 New
CHA
674
Carmichael Hill & Associates
Maryland
$60.2K
HS
675
Horan Securities
United States
$59.9K