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State Street SPDR Portfolio S&P 500 Growth ETF

678 hedge funds and large institutions have $8.05B invested in State Street SPDR Portfolio S&P 500 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 64 funds opening new positions, 318 increasing their positions, 219 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $15M | Put options by funds: $7M

45% more repeat investments, than reductions

Existing positions increased: 318 | Existing positions reduced: 219

0.52% more ownership

Funds ownership: 67.29%67.81% (+0.52%)

3% less funds holding in top 10

Funds holding in top 10: 116113 (-3)

5% less funds holding

Funds holding: 713678 (-35)

15% less capital invested

Capital invested by funds: $9.52B → $8.05B (-$1.47B)

28% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 89

Holders
678
Holders Change
-35
Holders Change %
-4.91%
% of All Funds
11.42%
Holding in Top 10
113
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-2.59%
% of All Funds
1.9%
New
64
Increased
318
Reduced
219
Closed
89
Calls
$15M
Puts
$7M
Net Calls
+$7.95M
Net Calls Change
+$5.91M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$21.8M +$2.1M +36,538 +10%
Creative Planning
77
Creative Planning
Kansas
$21.6M +$10.4M +180,722 +78%
FHC
78
First Heartland Consultants
Missouri
$21.3M +$63K +1,099 +0.3%
SFM
79
Signet Financial Management
New Jersey
$21.1M +$1.08M +18,767 +5%
IWM
80
IHT Wealth Management
Illinois
$21.1M +$1.88M +32,794 +9%
SCM
81
SCS Capital Management
Massachusetts
$20.6M -$4.56M -79,521 -17%
FFS
82
Founders Financial Securities
Maryland
$20.5M -$7.99M -139,349 -26%
IWA
83
Inspirion Wealth Advisors
Illinois
$20.3M -$1.14M -19,951 -5%
EDRIA
84
Edmonds Duncan Registered Investment Advisors
Kansas
$19.4M +$90.7K +1,581 +0.4%
SF
85
Symphony Financial
Texas
$19M -$1.82M -31,654 -8%
IFPL
86
Investments & Financial Planning LLC
Kentucky
$18.8M -$9.46K -165 -0%
CSPAM
87
Cary Street Partners Asset Management
Virginia
$18.6M +$13.9M +242,011 +214%
BFEC
88
Benjamin F. Edwards & Company
Missouri
$18.4M +$3.72M +64,879 +23%
GVAG
89
Great Valley Advisor Group
Delaware
$18.3M +$2.24M +39,041 +13%
RA
90
Riversedge Advisors
Delaware
$17.9M -$3.83M -66,837 -16%
DWM
91
Doyle Wealth Management
Florida
$17.8M +$1.11M +19,354 +6%
WH
92
Whitcomb & Hess
Ohio
$17.7M +$816K +14,227 +4%
GWAG
93
Garrett Wealth Advisory Group
Texas
$17M +$2.28M +39,703 +14%
Royal Bank of Canada
94
Royal Bank of Canada
Ontario, Canada
$16.4M +$301K +5,254 +2%
OCM
95
One Capital Management
California
$16.4M +$663K +11,568 +4%
Carson Wealth (CWM LLC)
96
Carson Wealth (CWM LLC)
Nebraska
$16.3M -$579K -10,090 -3%
AWS
97
Atria Wealth Solutions
New York
$16.1M +$6.84M +119,321 +63%
AIG
98
American International Group
New York
$15.5M -$3.87M -67,500 -19%
FC
99
Financial Consulate
Maryland
$15.2M +$313K +5,452 +2%
BTWM
100
Baker Tilly Wealth Management
Wisconsin
$14.9M -$548K -9,549 -3%