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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 %
LFAS
801
Level Four Advisory Services
Texas
$203K
SRC
802
Sage Rhino Capital
California
$203K +$203K +2,771 New
EAM
803
Evanson Asset Management
California
$201K +$201K +2,752 New
FWP
804
FAS Wealth Partners
Kansas
$200K -$40.3K -551 -17%
AGWCA
805
Annis Gardner Whiting Capital Advisors
Florida
$200K +$200K +2,730 New
OSNBOA
806
Old Second National Bank of Aurora
Illinois
$193K -$1.02K -14 -0.5%
NCM
807
Northwest Capital Management
Oregon
$186K +$5.71K +78 +3%
CPA
808
Clear Point Advisors
New York
$176K +$219 +3 +0.1%
RCM
809
Raleigh Capital Management
North Carolina
$168K
SWC
810
Spectrum Wealth Counsel
Indiana
$167K +$20.8K +285 +14%
PA
811
Parallel Advisors
California
$158K
PO
812
Private Ocean
California
$158K -$240K -3,280 -60%
AW
813
Avion Wealth
Texas
$155K -$25.9K -353 -14%
VL
814
Vima LLC
Michigan
$153K -$33.5K -605 -18%
CT
815
Cambridge Trust
Massachusetts
$143K
CT
816
Colonial Trust
South Carolina
$141K -$5.34K -73 -4%
SA
817
Scarborough Advisors
Maryland
$137K -$2.53M -34,622 -95%
RIL
818
Rothschild Investment LLC
Illinois
$137K +$113K +1,548 +476%
PWM
819
Partnership Wealth Management
Maryland
$136K +$219 +3 +0.2%
MWM
820
MGB Wealth Management
Texas
$136K
MFA
821
Morling Financial Advisors
California
$130K
BLC
822
Brown, Lisle/Cummings
Rhode Island
$130K
Kayne Anderson Rudnick Investment Management
823
Kayne Anderson Rudnick Investment Management
California
$125K
NFSG
824
Newbridge Financial Services Group
Florida
$118K -$176K -2,400 -60%
MWM
825
Mascoma Wealth Management
New Hampshire
$117K