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SPDR Portfolio S&P 500 Growth ETF

719 hedge funds and large institutions have $11.6B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 270 increasing their positions, 196 reducing their positions, and 33 closing their positions.

Holders
719
Holders Change
+119
Holders Change %
+19.83%
% of All Funds
11.1%
Holding in Top 10
126
Holding in Top 10 Change
+33
Holding in Top 10 Change %
+35.48%
% of All Funds
1.95%
New
168
Increased
270
Reduced
196
Closed
33
Calls
$9.64M
Puts
$24.4M
Net Calls
-$14.7M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Shares
Change %
FC
101
Financial Consulate
Maryland
$19.9M +$1.74K +24 +0%
GVAG
102
Great Valley Advisor Group
Delaware
$19.4M +$554K +7,735 +3%
AssetMark Inc
103
AssetMark Inc
California
$19.1M -$1.51M -20,825 -7%
GIA
104
Gladstone Institutional Advisory
Florida
$19M +$19M +262,493 New
WAM
105
WFA Asset Management
Wisconsin
$17.7M +$17.7M +244,778 New
CWA
106
Choice Wealth Advisors
Maine
$17.4M -$283K -3,904 -2%
CC
107
Courier Capital
New York
$17.4M +$100K +1,381 +0.6%
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$17.2M +$355K +4,904 +2%
HFS
109
Horizon Financial Services
North Carolina
$17.2M +$1.52M +21,043 +10%
TC
110
Trilogy Capital
California
$17M +$2.64M +36,490 +18%
DI
111
Diligent Investors
California
$16.9M +$2.9M +40,075 +21%
CIM
112
Confluence Investment Management
Missouri
$16.9M +$661K +9,116 +4%
IA
113
IFP Advisors
Florida
$16.7M +$1.28M +17,648 +8%
Creative Planning
114
Creative Planning
Kansas
$16.4M +$626K +8,642 +4%
OWA
115
Octavia Wealth Advisors
Ohio
$16.3M +$1.61M +22,248 +11%
Bank Julius Baer & Co
116
Bank Julius Baer & Co
Switzerland
$16M -$803K -11,079 -5%
HA
117
Hofer & Associates
California
$16M +$16M +220,243 New
SW
118
Simplicity Wealth
New Jersey
$15.9M +$15.9M +218,769 New
KWM
119
Kingsview Wealth Management
Oregon
$15.8M +$1.93M +26,576 +14%
AIG
120
American International Group
New York
$15.3M -$9.7M -133,800 -39%
IHWM
121
Iron Horse Wealth Management
Iowa
$15.2M +$1.1M +15,146 +8%
TFA
122
TPG Financial Advisors
Oregon
$15.2M +$3.5M +48,248 +30%
FWM
123
Foresight Wealth Management
Utah
$15.1M -$407K -5,610 -3%
MML Investors Services
124
MML Investors Services
Massachusetts
$14.5M +$686K +9,467 +5%
NL
125
Navalign LLC
California
$14.4M -$235K -3,239 -2%