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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 %
GWM
851
Grand Wealth Management
Michigan
$61.9K
OLVIG
852
Oliver Lagore Vanvalin Investment Group
Michigan
$56.5K -$154K -2,103 -73%
SIC
853
Salem Investment Counselors
North Carolina
$55.9K +$53.7K +734 +2,447%
DSC
854
Duncker Streett & Co
Missouri
$54.9K
AA
855
Ancora Advisors
Ohio
$54.1K +$2.41K +33 +5%
SC
856
Stephens Consulting
Michigan
$52.7K
GWP
857
Gen-Wealth Partners
Michigan
$51.2K +$51.2K +700 New
HWP
858
Highline Wealth Partners
California
$50.6K +$24.4K +334 +93%
BWL
859
Bogart Wealth LLC
Virginia
$49.8K +$2.27K +31 +5%
CHC
860
City Holding Co
West Virginia
$49.7K
LWA
861
Lowe Wealth Advisors
Maryland
$45.7K
BCWM
862
Bartlett & Co Wealth Management
Ohio
$43.9K +$43.9K +600 New
WIC
863
Woodmont Investment Counsel
Tennessee
$43.9K +$43.9K +600 New
CJ
864
Caitlin John
Michigan
$37.8K -$2.47M -33,727 -98%
RG
865
Retirement Group
California
$36.6K
CA
866
Clearstead Advisors
Ohio
$35.5K
PA
867
Pineridge Advisors
Missouri
$34.6K
ITIM
868
Indiana Trust & Investment Management
Indiana
$34.2K
FMII
869
Farmers & Merchants Investments Inc
Nebraska
$32.8K
PGAM
870
Princeton Global Asset Management
New Jersey
$31.5K
CA
871
Crewe Advisors
Utah
$28.2K +$28.2K +386 New
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$27.7K -$52.7K -720 -66%
MSG
873
Main Street Group
Virginia
$27.6K +$22.4K +306 +437%
FAM
874
Family Asset Management
South Carolina
$27.1K +$73 +1 +0.3%
SIC
875
SJS Investment Consulting
Ohio
$25.9K +$25.9K +354 New