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SPDR Portfolio S&P 500 Growth ETF

479 hedge funds and large institutions have $6.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+21
Holders Change %
+4.59%
% of All Funds
9.69%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.54%
New
56
Increased
171
Reduced
196
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
76
Riversedge Advisors
Delaware
$16.2M +$237K +4,734 +1%
NB
77
Nicolet Bankshares
Wisconsin
$15.8M +$327K +6,530 +2%
CAL
78
Capital Analysts LLC
Pennsylvania
$15.7M +$798K +15,929 +5%
CWM
79
Connecticut Wealth Management
Connecticut
$15.6M +$15.6M +311,874 New
JPMPWA
80
J.P. Morgan Private Wealth Advisors
California
$15.3M +$5.19M +103,635 +52%
PAG
81
Private Advisor Group
New Jersey
$14.9M -$14.6M -290,621 -49%
GL
82
Graypoint LLC
New York
$14.5M +$11.5M +228,894 +374%
UCFA
83
United Capital Financial Advisors
Texas
$14.3M -$2.78M -55,548 -16%
CCWA
84
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$14.3M +$52.8K +1,053 +0.4%
ACA
85
Affinity Capital Advisors
California
$14M +$1.92M +38,279 +16%
EDRIA
86
Edmonds Duncan Registered Investment Advisors
Kansas
$13.3M +$1.08M +21,563 +9%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$13.2M -$757K -15,107 -5%
5L
88
55I LLC
Massachusetts
$12.7M +$3.78M +75,421 +43%
EFL
89
ERn Financial LLC
Wisconsin
$12.5M -$156K -3,118 -1%
SF
90
Symphony Financial
Texas
$12.2M +$5.52M +110,105 +82%
FWM
91
Foresight Wealth Management
Utah
$12.2M -$180K -3,599 -1%
VRM
92
Vectors Research Management
New York
$12M -$4.42M -79,531 -27%
CWA
93
Clarus Wealth Advisors
Arizona
$11.9M -$3.43M -68,973 -22%
Thrivent Financial for Lutherans
94
Thrivent Financial for Lutherans
Minnesota
$11.5M -$380K -1,255 -3%
HC
95
HNP Capital
New York
$11.4M -$2.69M -51,015 -19%
CC
96
Courier Capital
New York
$11M -$1.96M -37,073 -15%
OC
97
Oarsman Capital
Wisconsin
$11M +$305K +6,085 +3%
JFA
98
JNBA Financial Advisors
Minnesota
$10.9M +$1.13M +22,628 +12%
VFA
99
Voya Financial Advisors
Connecticut
$10.7M +$1.79M +36,062 +20%
UR
100
USCA RIA
Texas
$10.7M +$950K +18,948 +10%