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SPDR Portfolio S&P 500 Growth ETF

753 hedge funds and large institutions have $12.9B invested in SPDR Portfolio S&P 500 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 138 funds opening new positions, 332 increasing their positions, 202 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
753
Holders Change
+81
Holders Change %
+12.05%
% of All Funds
12.15%
Holding in Top 10
130
Holding in Top 10 Change
+12
Holding in Top 10 Change %
+10.17%
% of All Funds
2.1%
New
138
Increased
332
Reduced
202
Closed
40
Calls
$11.5M
Puts
$3.48M
Net Calls
+$8.06M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Shares
Change %
Cetera Investment Advisers
101
Cetera Investment Advisers
Illinois
$17.6M +$11.8M +232,924 +205%
Truist Financial
102
Truist Financial
North Carolina
$17.5M +$4.8M +94,687 +38%
OWA
103
Octavia Wealth Advisors
Ohio
$17.1M +$4.42M +87,141 +35%
DC
104
Destiny Capital
Colorado
$16.5M +$16.5M +305,843 New
OCM
105
One Capital Management
California
$16.1M -$38.6M -760,990 -71%
ACA
106
Ackerman Capital Advisors
Texas
$15.7M -$1.47M -28,932 -9%
CWP
107
Concord Wealth Partners
Virginia
$14.9M +$2.94M +57,968 +25%
LFPWM
108
Leicht Financial Planning & Wealth Management
New Jersey
$14.8M +$232K +4,584 +2%
BTWM
109
Baker Tilly Wealth Management
Wisconsin
$14.2M -$9.83M -194,043 -41%
KA
110
Kozak & Associates
Colorado
$14.2M +$14.2M +279,566 New
JFA
111
JNBA Financial Advisors
Minnesota
$13.9M +$71.2K +1,405 +0.5%
CF
112
Convergence Financial
Missouri
$13.8M +$923K +18,208 +7%
CWA
113
Choice Wealth Advisors
Maine
$13.4M +$251K +4,957 +2%
NL
114
Navalign LLC
California
$13.2M +$2.21M +43,597 +20%
BFA
115
BMS Financial Advisors
South Dakota
$13M +$13M +179,256 New
DI
116
Diligent Investors
California
$12.8M -$37.7K -745 -0.3%
CWM
117
CCG Wealth Management
California
$12.8M +$91.6K +1,807 +0.7%
KWM
118
Kingsview Wealth Management
Oregon
$12.8M +$615K +12,147 +5%
EWM
119
Echo Wealth Management
Minnesota
$12.5M -$420K -8,059 -3%
IA
120
IFP Advisors
Florida
$12.3M -$2.46M -68,753 -17%
PPWM
121
PFG Private Wealth Management
Florida
$12M +$526K +10,375 +5%
VCP
122
Verus Capital Partners
Arizona
$11.9M +$802K +15,831 +7%
WAM
123
WFA Asset Management
Wisconsin
$11.9M +$126K +2,493 +1%
CC
124
Courier Capital
New York
$11.9M +$1.32M +26,017 +13%
BFEC
125
Benjamin F. Edwards & Company
Missouri
$11.7M -$7.73M -152,489 -40%