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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 %
PFA
651
Pure Financial Advisors
California
$506K -$22.1K -302 -4%
FTS
652
Fifth Third Securities
Ohio
$498K +$6K +82 +1%
ES
653
Eagle Strategies
New York
$498K -$16.9M -230,817 -97%
PC
654
Permanens Capital
New York
$497K +$3.58K +49 +0.7%
TVAMP
655
Tennessee Valley Asset Management Partners
Tennessee
$487K -$360K -4,922 -43%
WSWA
656
Warren Street Wealth Advisors
California
$486K -$20.8K -284 -4%
FMTCOCP
657
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$483K +$234K +3,197 +94%
WAG
658
Wallace Advisory Group
California
$482K -$67K -1,030 -12%
ST
659
Somerset Trust
Pennsylvania
$481K -$4.32K -59 -0.9%
PMG
660
ProVise Management Group
Florida
$480K -$14.3K -196 -3%
SPC
661
Sigma Planning Corp
Michigan
$478K +$188K +2,570 +65%
AWM
662
Accurate Wealth Management
Florida
$472K +$32.9K +479 +7%
Charles Schwab
663
Charles Schwab
California
$471K -$37.4K -511 -7%
MCM
664
MAI Capital Management
Ohio
$471K +$74.7K +1,021 +19%
MCWS
665
McKinley Carter Wealth Services
West Virginia
$468K -$24.1K -329 -5%
MC
666
Moors & Cabot
Massachusetts
$464K +$82K +1,121 +21%
CFS
667
Commonwealth Financial Services
West Virginia
$453K
SWA
668
Strategies Wealth Advisors
Michigan
$448K -$39.4K -538 -8%
LW
669
Linscomb Wealth
Texas
$447K +$658 +9 +0.1%
PA
670
Procyon Advisors
Connecticut
$445K +$168K +2,299 +61%
PG
671
Prostatis Group
Maryland
$442K -$69.3K -947 -14%
SEI Investments
672
SEI Investments
Pennsylvania
$440K +$73.6K +1,006 +20%
UCB
673
United Community Bank
South Carolina
$438K
BA
674
Ballast Advisors
Minnesota
$438K -$20.4K -279 -4%
ACI
675
Alpha Cubed Investments
California
$437K +$9.51K +130 +2%