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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 %
AWA
701
Acorn Wealth Advisors
Michigan
$373K
HIP
702
HUB Investment Partners
Texas
$369K
EE
703
EWG Elevate
California
$369K +$369K +5,041 New
AWM
704
Accel Wealth Management
Iowa
$367K +$367K +5,022 New
MSFS
705
Main Street Financial Solutions
Pennsylvania
$364K +$439 +6 +0.1%
RIA
706
Realta Investment Advisors
Delaware
$362K -$1.39K -19 -0.4%
BI
707
Ballast Inc
Kentucky
$359K +$1.98K +27 +0.6%
RJT
708
Raymond James Trust
Florida
$358K +$70.3K +961 +24%
AF
709
Arrow Financial
New York
$354K -$93.3K -1,275 -21%
HNB
710
Huntington National Bank
Ohio
$354K -$395K
JSL
711
JT Stratford LLC
Georgia
$352K +$11.9K +162 +3%
DIA
712
Dana Investment Advisors
Wisconsin
$352K -$15.3K -209 -4%
ANTB
713
AMG National Trust Bank
Colorado
$351K
3F
714
360 Financial
Minnesota
$350K -$53.2K -727 -13%
FFA
715
Founders Financial Alliance
North Carolina
$346K +$66.1K +904 +24%
HWA
716
HHM Wealth Advisors
Tennessee
$345K
DCM
717
Donaldson Capital Management
Indiana
$345K -$658 -9 -0.2%
TFA
718
Teamwork Financial Advisors
Texas
$344K -$28.8K -394 -8%
TA
719
Tactive Advisors
Florida
$336K +$336K +4,600 New
EGA
720
Eagle Global Advisors
Texas
$336K +$11K +150 +3%
VBFP
721
Valtinson Bruner Financial Planning
Minnesota
$335K +$4.68K +64 +1%
SW
722
SteelPeak Wealth
California
$333K +$21.7K +297 +7%
LSIA
723
LaSalle St. Investment Advisors
Illinois
$332K -$45K -616 -12%
AP
724
Americana Partners
Texas
$330K
Empower Advisory Group
725
Empower Advisory Group
Colorado
$325K +$42K +574 +15%