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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 %
Fisher Asset Management
676
Fisher Asset Management
Washington
$429K +$148K +2,021 +53%
DFG
677
Delta Financial Group
New Jersey
$427K
IAN
678
Integrated Advisors Network
Texas
$427K -$5.71K -78 -1%
RWB
679
RMR Wealth Builders
New Jersey
$426K +$426K +5,817 New
SAF
680
Smith Anglin Financial
Texas
$424K
NS
681
NBC Securities
Alabama
$422K -$1.32K -18 -0.3%
SBIA
682
Sheaff Brock Investment Advisors
Indiana
$418K
BL
683
Balentine LLC
Georgia
$414K +$110K +1,500 +36%
CC
684
Callan Capital
California
$413K
AWE
685
Avidian Wealth Enterprises
Texas
$413K +$37.2K +508 +10%
Franklin Resources
686
Franklin Resources
California
$411K -$366 -5 -0.1%
FMN
687
Financial Management Network
California
$401K -$175K -2,439 -30%
RSS
688
Rosenblum Silverman Sutton
California
$398K +$20.1K +275 +5%
SFS
689
Stiles Financial Services
Minnesota
$395K +$71.8K +982 +22%
FT
690
Fiduciary Trust
Massachusetts
$392K
CWM
691
Cahaba Wealth Management
Georgia
$390K
BBNA
692
Bremer Bank National Association
Minnesota
$388K -$33.4K -456 -8%
MCM
693
McDonough Capital Management
Florida
$387K -$3.44K -47 -0.9%
TIA
694
Traphagen Investment Advisors
New Jersey
$385K +$1.32K +18 +0.3%
BG
695
Benedetti & Gucer
Georgia
$382K -$22.6K -309 -6%
FG
696
Fiduciary Group
Georgia
$380K +$56.5K +773 +17%
EWM
697
EPG Wealth Management
Georgia
$379K +$439 +6 +0.1%
FC
698
Fusion Capital
South Carolina
$376K -$26.8K -366 -7%
SL
699
SWMG LLC
Texas
$376K +$30K +410 +9%
DAS
700
Dynamic Advisor Solutions
Arizona
$375K +$113K +1,549 +43%