SPYG icon

SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.37B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 44 closing their positions.

Holders
546
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.61%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.43%
New
53
Increased
211
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Market Value Shares Shares
Change
Shares
Change %
5L
76
55I LLC
Massachusetts
$17.9M 317,009 +41,832 +15%
Thrivent Financial for Lutherans
77
Thrivent Financial for Lutherans
Minnesota
$17.8M 30,968 -280 -0.9%
JPMPWA
78
J.P. Morgan Private Wealth Advisors
California
$17.5M 309,781 -5,281 -2%
JFA
79
JNBA Financial Advisors
Minnesota
$16.9M 299,517 +7,094 +2%
Royal Bank of Canada
80
Royal Bank of Canada
Ontario, Canada
$16.7M 296,491 +24,062 +9%
OWA
81
Octavia Wealth Advisors
Ohio
$16.3M 288,924 -78,057 -21%
Truist Financial
82
Truist Financial
North Carolina
$16.2M 287,291 +14,777 +5%
GWM
83
Geneos Wealth Management
Colorado
$16.1M 267,902 -5,088 -2%
OHIS
84
Oak Harvest Investment Services
Texas
$15M 266,689 +41,419 +18%
MAFM
85
Mid Atlantic Financial Management
Pennsylvania
$14.6M 259,730 -10,187 -4%
CWA
86
Clarus Wealth Advisors
Arizona
$14.4M 240,803 +2,637 +1%
FA
87
Freestate Advisors
Kansas
$14.3M 253,297 +253,297 New
CIM
88
Confluence Investment Management
Missouri
$14M 248,332 -196,841 -44%
BTWM
89
Baker Tilly Wealth Management
Wisconsin
$13.6M 240,243 +23,302 +11%
MIAN
90
Mariner Independent Advisor Network
Kansas
$13.5M 239,345 -21 -0%
CWA
91
Choice Wealth Advisors
Maine
$13.3M 236,483 +11,689 +5%
LFPWM
92
Leicht Financial Planning & Wealth Management
New Jersey
$12.8M 227,418 +13,199 +6%
CC
93
Courier Capital
New York
$12.4M 219,182 -6,756 -3%
Creative Planning
94
Creative Planning
Kansas
$12.1M 214,513 +3,303 +2%
FI
95
FormulaFolio Investments
Michigan
$11.5M 196,329 -1,759,296 -90%
FWM
96
Foresight Wealth Management
Utah
$11.5M 203,595 -1,793 -0.9%
NL
97
Navalign LLC
California
$11.5M 203,010 +203,010 New
IHWM
98
Iron Horse Wealth Management
Iowa
$11.2M 199,367 +3,359 +2%
EFL
99
ERn Financial LLC
Wisconsin
$11M 195,059 +504 +0.3%
ACA
100
Affinity Capital Advisors
California
$10.9M 192,534 -42,470 -18%