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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 %
ACA
751
Aptus Capital Advisors
Alabama
$286K -$2.93K -40 -1%
NCTC
752
New Covenant Trust Company
Indiana
$283K +$283K +3,869 New
ES
753
ETF Store
Kansas
$283K +$283K +3,867 New
BP
754
Ballentine Partners
Massachusetts
$283K -$134K -1,835 -32%
CCMG
755
Clark Capital Management Group
Pennsylvania
$280K +$280K +3,824 New
DL
756
DOHJ LLC
Washington
$276K +$366 +5 +0.1%
AWM
757
Able Wealth Management
New Jersey
$276K -$8.85K -121 -3%
FPW
758
Flagship Private Wealth
Massachusetts
$275K -$805 -11 -0.3%
KTA
759
Keeley-Teton Advisors
Illinois
$274K
FMWA
760
Forvis Mazars Wealth Advisors
Missouri
$274K
OC
761
Oppenheimer & Co
New York
$273K -$135K -1,843 -33%
MAS
762
Madden Advisory Services
Florida
$271K -$15.9K -218 -6%
PPWP
763
Proquility Private Wealth Partners
Nevada
$268K +$268K +3,667 New
SAG
764
SageView Advisory Group
California
$268K -$71.8K -2,803 -21%
KLI
765
Kelman-Lazarov Inc
Tennessee
$268K
SFG
766
Snider Financial Group
Washington
$267K -$2.56K -35 -0.9%
VLC
767
Van Leeuwen & Company
New Jersey
$263K -$31.2K -427 -11%
BFG
768
Bleakley Financial Group
New Jersey
$262K +$21.4K +292 +9%
IWS
769
Insight Wealth Strategies
California
$261K +$261K +3,563 New
AFG
770
AFS Financial Group
Maryland
$259K
SMA
771
Sage Mountain Advisors
Georgia
$254K +$107K +1,458 +72%
CFS
772
Coordinated Financial Services
Colorado
$253K +$253K +3,457 New
OW
773
Olistico Wealth
Oklahoma
$252K
DWT
774
Dorsey & Whitney Trust
South Dakota
$251K +$251K +3,432 New
GAA
775
Global Assets Advisory
Florida
$250K +$250K +18,318 New