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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 %
FFA
726
Farther Finance Advisors
California
$95.9K +$59K +995 +160%
MWM
727
Mascoma Wealth Management
New Hampshire
$94.8K
PWMG
728
Prestige Wealth Management Group
New Jersey
$93.1K
GTAM
729
Global Trust Asset Management
Florida
$92K
TRCT
730
Tower Research Capital (TRC)
New York
$90.5K +$90.5K +1,527 New
LF
731
Lee Financial
Texas
$79.2K -$18.9K -318 -19%
SC
732
Sawyer & Company
Massachusetts
$79K +$79K +1,332 New
FRA
733
Front Row Advisors
California
$78.8K +$2.43K +41 +3%
CAL
734
Capital Advisors Ltd
Ohio
$70K
FHA
735
First Horizon Advisors
Tennessee
$67.7K +$11.6K +196 +21%
CTC
736
Central Trust Company
Missouri
$64.8K
CHA
737
Carmichael Hill & Associates
Maryland
$64.5K
CSC
738
Caldwell Sutter Capital
California
$59.3K
CA
739
Clearstead Advisors
Ohio
$57.4K +$34.6K +584 +152%
CTA
740
Colonial Trust Advisors
South Carolina
$57.4K -$296 -5 -0.5%
WAS
741
Winch Advisory Services
Wisconsin
$57K +$42.1K +714 +283%
AAG
742
Armstrong Advisory Group
Massachusetts
$53.4K -$47.2K -797 -47%
PCA
743
Providence Capital Advisors
North Carolina
$52.3K
WT
744
Whittier Trust
California
$51.5K +$51.5K +869 New
TC
745
Truvestments Capital
Florida
$50.8K
GWM
746
Grand Wealth Management
Michigan
$50.2K +$9.49K +160 +23%
BWL
747
Bogart Wealth LLC
Virginia
$44.6K +$2.97K +50 +7%
DSC
748
Duncker Streett & Co
Missouri
$44.5K
SC
749
Stephens Consulting
Michigan
$42.7K
AA
750
Ancora Advisors
Ohio
$41.9K