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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 %
SAM
776
Synergy Asset Management
Washington
$250K +$250K +3,414 New
FPWM
777
FSB Premier Wealth Management
Iowa
$244K +$244K +3,331 New
RWM
778
RBA Wealth Management
California
$243K +$4.46K +61 +2%
TWC
779
TD Waterhouse Canada
Ontario, Canada
$235K -$11.9K -164 -5%
AG
780
AlTi Global
New York
$235K +$146 +2 +0.1%
MAA
781
Matrix Asset Advisors
New York
$235K
FFM
782
Forum Financial Management
Illinois
$234K -$65.8K -900 -22%
AA
783
AlphaMark Advisors
Kentucky
$232K +$25.2K +344 +12%
G
784
Gainplan
Michigan
$231K -$77.3K -1,057 -25%
CWM
785
Concentric Wealth Management
California
$228K +$73 +1 +0%
SWM
786
Solano Wealth Management
California
$225K
FAM
787
Formidable Asset Management
Ohio
$222K +$222K +3,031 New
WF
788
Warner Financial
Maryland
$220K +$220K +3,012 New
VR
789
Valued Retirements
Texas
$220K +$220K +3,004 New
SIC
790
Samalin Investment Counsel
New York
$219K +$219K +2,989 New
IP
791
Investment Partners
Ohio
$218K +$218K +2,980 New
CBFP
792
Cedar Brook Financial Partners
Ohio
$214K +$214K +2,932 New
FNC
793
First National Corp
Massachusetts
$214K
E
794
ETFidea
New York
$214K +$214K +2,921 New
EWM
795
Empirical Wealth Management
Washington
$213K -$26.1K -357 -11%
FCA
796
FinTrust Capital Advisors
South Carolina
$212K
SYBT
797
Stock Yards Bank & Trust
Kentucky
$209K +$209K +2,861 New
GCP
798
Gill Capital Partners
Colorado
$206K +$206K +2,936 New
KCFA
799
Key Client Fiduciary Advisors
New Jersey
$206K +$206K +2,811 New
GWANC
800
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K -$17.9K -244 -8%