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SPDR Portfolio S&P 500 Growth ETF

1,011 hedge funds and large institutions have $22.7B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 125 funds opening new positions, 427 increasing their positions, 324 reducing their positions, and 39 closing their positions.

Holders
1,011
Holders Change
+70
Holders Change %
+7.44%
% of All Funds
14.71%
Holding in Top 10
190
Holding in Top 10 Change
+22
Holding in Top 10 Change %
+13.1%
% of All Funds
2.76%
New
125
Increased
427
Reduced
324
Closed
39
Calls
$36.8M
Puts
$3.16M
Net Calls
+$33.7M
Net Calls Change
+$15.3M
Name Holding Trade Value Shares
Change
Shares
Change %
WCAMG
101
Woodard & Company Asset Management Group
North Carolina
$32.5M +$3M +37,488 +10%
WH
102
Whitcomb & Hess
Ohio
$31.8M +$453K +5,657 +1%
EFL
103
ERn Financial LLC
Wisconsin
$31.6M +$8.35M +104,205 +36%
NB
104
Nicolet Bankshares
Wisconsin
$31.5M -$1.17M -14,569 -4%
IFPL
105
Investments & Financial Planning LLC
Kentucky
$31.5M +$363K +4,536 +1%
GI
106
GLOBALT Investments
Georgia
$31.4M -$63.1M -787,734 -67%
OC
107
Oarsman Capital
Wisconsin
$31.2M +$3.37M +42,072 +12%
CF
108
Convergence Financial
Missouri
$30.6M +$2.46M +30,737 +9%
BWM
109
Buska Wealth Management
Wisconsin
$30.2M +$2.5M +31,194 +9%
BWFA
110
Baltimore-Washington Financial Advisors
Maryland
$29.9M +$1.3M +16,239 +5%
AIA
111
Alera Investment Advisors
Illinois
$29.8M -$9.68M -120,829 -25%
NA
112
NewEdge Advisors
Louisiana
$29.7M +$3.77M +46,991 +14%
WAG
113
Winthrop Advisory Group
Massachusetts
$29.6M
RA
114
Riversedge Advisors
Delaware
$29.6M -$477K -5,952 -2%
EDRIA
115
Edmonds Duncan Registered Investment Advisors
Kansas
$29.5M -$3.03M -37,833 -9%
SWP
116
Stratos Wealth Partners
Ohio
$29.2M +$3.52M +43,891 +14%
CA
117
CGN Advisors
Kansas
$29.1M +$5.65M +70,541 +24%
FAIM
118
Financial Advocates Investment Management
Washington
$28.8M +$1.25M +15,582 +5%
WA
119
Waverly Advisors
Alabama
$28.2M +$1.18M +14,739 +4%
BCM
120
Brookstone Capital Management
Illinois
$28.2M -$17.9M -221,977 -39%
PFS
121
Prospera Financial Services
Texas
$27.9M -$151K -1,879 -0.5%
PS
122
Principal Securities
Iowa
$27.4M +$26.5M +330,274 +2,761%
Northwestern Mutual Wealth Management
123
Northwestern Mutual Wealth Management
Wisconsin
$26.8M +$5.35M +66,728 +25%
Creative Planning
124
Creative Planning
Kansas
$26.8M -$428K -5,340 -2%
PCA
125
Prosperity Capital Advisors
Ohio
$26.5M +$10.3M +128,898 +64%