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SPDR Portfolio S&P 500 Growth ETF

1,126 hedge funds and large institutions have $31B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 427 increasing their positions, 375 reducing their positions, and 48 closing their positions.

Holders
1,126
Holders Change
+114
Holders Change %
+11.26%
% of All Funds
15%
Holding in Top 10
208
Holding in Top 10 Change
+31
Holding in Top 10 Change %
+17.51%
% of All Funds
2.77%
New
187
Increased
427
Reduced
375
Closed
48
Calls
$107M
Puts
$8.4M
Net Calls
+$99M
Net Calls Change
+$82.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SFM
101
Signet Financial Management
New Jersey
$38.1M -$531K -6,040 -1%
DWM
102
Diversify Wealth Management
Utah
$37.6M +$11.8M +134,620 +46%
BWM
103
Buska Wealth Management
Wisconsin
$37.4M +$2.21M +25,182 +6%
OC
104
Oarsman Capital
Wisconsin
$37.4M +$3.83M +43,540 +11%
WCAMG
105
Woodard & Company Asset Management Group
North Carolina
$36.5M -$390K -4,436 -1%
EFL
106
ERn Financial LLC
Wisconsin
$36.4M -$167K -1,896 -0.5%
CF
107
Convergence Financial
Missouri
$36.2M -$114K -1,293 -0.3%
CC
108
Courier Capital
New York
$36.1M +$6.3M +71,672 +21%
BWFA
109
Baltimore-Washington Financial Advisors
Maryland
$35.2M +$1.14M +12,916 +3%
EWM
110
Executive Wealth Management
Michigan
$34.9M -$676K -7,685 -2%
KFGK
111
Keystone Financial Group (Kentucky)
Kentucky
$33.8M +$1.01M +11,516 +3%
GWAG
112
Garrett Wealth Advisory Group
Texas
$33.8M +$2.18M +24,757 +7%
GLA
113
Good Life Advisors
Pennsylvania
$33.1M -$4.02M -45,710 -11%
WH
114
Whitcomb & Hess
Ohio
$33.1M -$1.06M -12,078 -3%
NB
115
Nicolet Bankshares
Wisconsin
$32.8M -$1.03M -11,725 -3%
IFPL
116
Investments & Financial Planning LLC
Kentucky
$32.8M -$726K -8,254 -2%
FAIM
117
Financial Advocates Investment Management
Washington
$32.8M +$1.39M +15,870 +4%
PCA
118
Prosperity Capital Advisors
Ohio
$32.7M +$2.11M +23,963 +7%
LGW
119
Leslie Global Wealth
Illinois
$32.7M +$2.36M +26,822 +8%
RA
120
Riversedge Advisors
Delaware
$31.9M -$416K -4,727 -1%
SWP
121
Stratos Wealth Partners
Ohio
$31.7M -$3.93M -44,720 -11%
TCM
122
Tradewinds Capital Management
Washington
$31.7M -$557K -6,334 -2%
KPWS
123
Kestra Private Wealth Services
Texas
$30.8M +$1.84M +20,975 +6%
SF
124
Symphony Financial
Texas
$30.1M +$348K +3,832 +1%
DC
125
Destiny Capital
Colorado
$29.8M +$471K +5,359 +2%