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SPDR Portfolio S&P 500 Growth ETF

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
101
Signet Financial Management
New Jersey
$29.6M +$563K +7,696 +2%
WH
102
Whitcomb & Hess
Ohio
$28.6M -$452K -6,183 -2%
IFPL
103
Investments & Financial Planning LLC
Kentucky
$28.4M -$28.3K -387 -0.1%
RA
104
Riversedge Advisors
Delaware
$27.5M +$17.6K +240 +0.1%
JCM
105
Jacobi Capital Management
Pennsylvania
$27.1M +$26.6M +363,490 +5,338%
WCAMG
106
Woodard & Company Asset Management Group
North Carolina
$27M -$262K -3,584 -1%
GLA
107
Good Life Advisors
Pennsylvania
$26.4M -$329K -4,497 -1%
CA
108
Cetera Advisors
Colorado
$26.2M +$20.8M +284,057 +383%
BWFA
109
Baltimore-Washington Financial Advisors
Maryland
$26.1M +$1.68M +22,911 +7%
HP
110
Hilltop Partners
Indiana
$26M +$16.3M +223,487 +170%
BGC
111
Beutel, Goodman & Co
Ontario, Canada
$25.8M -$1.47M -20,100 -5%
CF
112
Convergence Financial
Missouri
$25.7M +$72.2K +987 +0.3%
PFS
113
Prospera Financial Services
Texas
$25.6M -$420K -5,742 -2%
OC
114
Oarsman Capital
Wisconsin
$25.4M +$5.33M +72,867 +27%
BWM
115
Buska Wealth Management
Wisconsin
$25.3M +$25.3M +345,408 New
FAIM
116
Financial Advocates Investment Management
Washington
$25.1M +$1.36M +18,636 +6%
Creative Planning
117
Creative Planning
Kansas
$24.8M -$1.25M -17,074 -5%
WA
118
Waverly Advisors
Alabama
$24.7M +$12.4M +169,288 +101%
KFGK
119
Keystone Financial Group (Kentucky)
Kentucky
$24.6M +$7.96M +108,807 +48%
IWA
120
Inspirion Wealth Advisors
Illinois
$24.2M -$820K -11,206 -3%
NA
121
NewEdge Advisors
Louisiana
$23.7M -$7.1M -97,002 -23%
AWS
122
Atria Wealth Solutions
New York
$23.6M +$965K +13,186 +4%
DC
123
Destiny Capital
Colorado
$23.5M -$331K -4,520 -1%
CWM
124
Cordatus Wealth Management
Pennsylvania
$23.5M -$176K -2,405 -0.7%
SWP
125
Stratos Wealth Partners
Ohio
$23.5M +$5.73M +78,343 +32%