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SPDR Portfolio S&P 500 Growth ETF

818 hedge funds and large institutions have $14.4B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 358 increasing their positions, 277 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
818
Holders Change
+23
Holders Change %
+2.89%
% of All Funds
13.04%
Holding in Top 10
144
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+4.35%
% of All Funds
2.3%
New
80
Increased
358
Reduced
277
Closed
48
Calls
$10.8M
Puts
$6.49M
Net Calls
+$4.28M
Net Calls Change
-$1.69M
Name Holding Trade Value Shares
Change
Shares
Change %
OP
701
ORG Partners
Indiana
$163K -$31.8K -537 -16%
AA
702
AlphaMark Advisors
Kentucky
$160K +$31.7K +535 +25%
FMTCOCP
703
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$153K +$73.9K +1,246 +93%
AW
704
Avion Wealth
Texas
$151K -$10.7K -181 -7%
GWANC
705
Guardian Wealth Advisors (North Carolina)
North Carolina
$149K
CSWM
706
Cassady Schiller Wealth Management
Ohio
$146K +$39.3K +663 +37%
OSNBOA
707
Old Second National Bank of Aurora
Illinois
$145K +$9.25K +156 +7%
RCM
708
Raleigh Capital Management
North Carolina
$136K
PA
709
Parallel Advisors
California
$133K
JFGIW
710
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$125K -$89.3K -1,507 -42%
TWM
711
Tradition Wealth Management
Minnesota
$122K +$119 +2 +0.1%
SMA
712
Sage Mountain Advisors
Georgia
$119K -$889 -15 -0.7%
EG
713
Ellerson Group
Maryland
$119K +$119K +2,000 New
CT
714
Colonial Trust
South Carolina
$118K -$2.91K -49 -2%
NCM
715
Northwest Capital Management
Oregon
$118K +$12.3K +207 +12%
BCM
716
BluePath Capital Management
Georgia
$117K +$117K +1,980 New
CMP
717
Coston McIsaac & Partners
Maine
$117K -$9.53K -161 -8%
CT
718
Cambridge Trust
Massachusetts
$116K
FWP
719
FAS Wealth Partners
Kansas
$111K +$4.03K +68 +4%
FA
720
Faithward Advisors
Pennsylvania
$110K
PO
721
Private Ocean
California
$109K +$11.4K +192 +12%
MFA
722
Morling Financial Advisors
California
$106K
BLC
723
Brown, Lisle/Cummings
Rhode Island
$106K +$8.89K +150 +9%
Kayne Anderson Rudnick Investment Management
724
Kayne Anderson Rudnick Investment Management
California
$101K
MAM
725
Marquette Asset Management
Minnesota
$97.2K