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SPDR Portfolio S&P 500 Growth ETF

238 hedge funds and large institutions have $2.01B invested in SPDR Portfolio S&P 500 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 115 increasing their positions, 45 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+39
Holders Change %
+19.6%
% of All Funds
5.45%
Holding in Top 10
21
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+16.67%
% of All Funds
0.48%
New
55
Increased
115
Reduced
45
Closed
16
Calls
$367K
Puts
Net Calls
+$367K
Net Calls Change
+$367K
Name Holding Trade Value Shares
Change
Shares
Change %
TCM
126
Tradition Capital Management
New Jersey
$720K +$162K +4,243 +29%
SS
127
Simplicity Solutions
Minnesota
$720K +$720K +18,833 New
IWM
128
IHT Wealth Management
Illinois
$702K -$1.84K -48 -0.3%
LIA
129
LBMC Investment Advisors
Tennessee
$690K -$18.5K -485 -3%
PTC
130
Private Trust Company
Ohio
$687K +$10.4K +272 +2%
Stifel Financial
131
Stifel Financial
Missouri
$675K +$156K +4,054 +30%
AF
132
Arrow Financial
New York
$657K
CCA
133
Clearwater Capital Advisors
Illinois
$649K -$65.1K -1,703 -9%
VCM
134
Virtue Capital Management
Tennessee
$646K +$646K +16,898 New
FAIM
135
Financial Advocates Investment Management
Washington
$628K +$164K +4,298 +35%
FHA
136
Flagship Harbor Advisors
Massachusetts
$620K
CPA
137
Clear Perspective Advisors
Illinois
$583K +$571K +14,944 +4,884%
LMIM
138
Lockheed Martin Investment Management
Maryland
$574K +$574K +15,000 New
PMFA
139
Plante Moran Financial Advisors
Michigan
$566K
SRSA
140
S.R. Schill & Associates
Washington
$558K +$62.5K +1,636 +13%
PFA
141
Pure Financial Advisors
California
$552K +$552K +14,425 New
GTAM
142
Global Trust Asset Management
Florida
$541K -$31.9K -835 -6%
BWFA
143
Baltimore-Washington Financial Advisors
Maryland
$514K +$514K +13,454 New
RJT
144
Raymond James Trust
Florida
$512K +$281K +7,334 +121%
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
$504K +$69K +1,805 +16%
SS
146
Sunbelt Securities
Texas
$492K +$57.9K +1,514 +13%
Citigroup
147
Citigroup
New York
$473K +$285K +7,448 +151%
FC
148
Financial Consulate
Maryland
$470K -$528K -13,811 -53%
MHS
149
M Holdings Securities
Oregon
$470K +$38.9K +1,016 +9%
IC
150
InterOcean Capital
Illinois
$459K