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SPDR Portfolio S&P 500 Growth ETF

910 hedge funds and large institutions have $17.2B invested in SPDR Portfolio S&P 500 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 136 funds opening new positions, 357 increasing their positions, 316 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
910
Holders Change
+92
Holders Change %
+11.25%
% of All Funds
13.34%
Holding in Top 10
167
Holding in Top 10 Change
+23
Holding in Top 10 Change %
+15.97%
% of All Funds
2.45%
New
136
Increased
357
Reduced
316
Closed
37
Calls
$11.4M
Puts
$4.9M
Net Calls
+$6.5M
Net Calls Change
+$2.23M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
776
Avion Wealth
Texas
$160K -$5.85K -90 -4%
CPA
777
Clear Point Advisors
New York
$156K +$156K +2,402 New
RCM
778
Raleigh Capital Management
North Carolina
$150K
PA
779
Parallel Advisors
California
$141K -$5.34K -82 -4%
GI
780
Gradient Investments
Minnesota
$139K +$99.5K +1,529 +253%
SMA
781
Sage Mountain Advisors
Georgia
$131K
SWC
782
Spectrum Wealth Counsel
Indiana
$130K +$130K +2,000 New
CT
783
Colonial Trust
South Carolina
$130K
CT
784
Cambridge Trust
Massachusetts
$127K
PWM
785
Partnership Wealth Management
Maryland
$125K +$125K +1,862 New
CG
786
Cutler Group
California
$123K -$345K -5,334 -74%
MWM
787
MGB Wealth Management
Texas
$121K +$121K +1,855 New
MFA
788
Morling Financial Advisors
California
$116K
BLC
789
Brown, Lisle/Cummings
Rhode Island
$116K
Kayne Anderson Rudnick Investment Management
790
Kayne Anderson Rudnick Investment Management
California
$111K
CMP
791
Coston McIsaac & Partners
Maine
$105K -$22.7K -351 -18%
MWM
792
Mascoma Wealth Management
New Hampshire
$104K
PWMG
793
Prestige Wealth Management Group
New Jersey
$102K
MAM
794
Marquette Asset Management
Minnesota
$98.9K -$7.81K -120 -7%
GTAM
795
Global Trust Asset Management
Florida
$97.7K -$3.25K -50 -3%
FA
796
Faithward Advisors
Pennsylvania
$96.6K -$28.6K -412 -23%
RIM
797
Rockbridge Investment Management
New York
$95.9K +$95.9K +1,474 New
SIS
798
Sound Income Strategies
Florida
$95.4K +$58.6K +900 +159%
CSWM
799
Cassady Schiller Wealth Management
Ohio
$95.2K -$65.1K -1,000 -41%
FFC
800
First Financial Corp
Indiana
$94.8K -$202K -3,107 -68%