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SPDR Portfolio S&P 500 Growth ETF

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
TC
51
Trilogy Capital
California
$35M +$31.3M +617,728 +850%
SCM
52
SCS Capital Management
Massachusetts
$34.6M +$5.52M +108,994 +19%
SPWG
53
Syntegra Private Wealth Group
Missouri
$32.9M +$32.9M +650,184 New
FPIS
54
Financial Planning & Information Services
Wisconsin
$32.9M +$2.96M +58,445 +10%
CAN
55
Cetera Advisor Networks
California
$32.6M +$10.4M +205,371 +47%
RJA
56
Raymond James & Associates
Florida
$32.6M +$3.08M +60,750 +10%
Mariner
57
Mariner
Kansas
$32.4M +$20.1M +396,963 +164%
RA
58
Rodgers & Associates
Pennsylvania
$30.6M +$2.03M +40,123 +7%
TAIM
59
TD Ameritrade Investment Management
Nebraska
$30.2M -$5.47M -107,983 -15%
AIA
60
Alera Investment Advisors
Illinois
$30.1M +$19.4M +382,723 +182%
MML Investors Services
61
MML Investors Services
Massachusetts
$29.8M +$6.66M +131,529 +29%
MWPCG
62
Measured Wealth Private Client Group
New Hampshire
$29.7M -$2.26M -44,685 -7%
AAS
63
Ameritas Advisory Services
Nebraska
$29.5M -$416K -8,219 -1%
ETS
64
ESL Trust Services
New York
$29M +$233K +4,607 +0.8%
ACM
65
AlphaStar Capital Management
North Carolina
$28.4M +$8.9M +175,753 +46%
MD
66
Money Design
Japan
$28.2M +$1.13M +22,350 +4%
Stifel Financial
67
Stifel Financial
Missouri
$27.9M -$14.4M -285,071 -34%
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$27.3M +$12.1M +238,138 +79%
FWM
69
FFT Wealth Management
Pennsylvania
$27M +$28.5K +562 +0.1%
KAS
70
Kestra Advisory Services
Texas
$26.7M +$6.93M +136,826 +35%
Goldman Sachs
71
Goldman Sachs
New York
$26.1M -$1.54M -30,432 -6%
LP
72
LGL Partners
Pennsylvania
$25.6M +$69.2K +1,366 +0.3%
FFS
73
Founders Financial Securities
Maryland
$25.4M +$4.69M +92,623 +23%
CFG
74
Compton Financial Group
Maryland
$25.2M -$3.51M -69,285 -12%
T
75
TrueFG
Texas
$24.9M +$1.96M +38,610 +9%