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SPDR Portfolio S&P 500 Growth ETF

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
TAM
126
Tradition Asset Management
Virginia
$3.53M +$532K +14,902 +18%
EWM
127
Executive Wealth Management
Michigan
$3.38M -$8.44M -236,115 -71%
NEIRG
128
New England Investment & Retirement Group
Massachusetts
$3.36M -$126K -3,538 -4%
SA
129
Shilanski & Associates
Alaska
$3.33M -$1.25M -34,866 -27%
RIM
130
Redwood Investment Management
Arizona
$3.22M +$418K +11,696 +15%
SFG
131
StrategIQ Financial Group
Indiana
$3.15M +$1.81M +50,607 +135%
AWM
132
Aprio Wealth Management
Georgia
$3.15M -$691K -19,340 -18%
Baird Financial Group
133
Baird Financial Group
Wisconsin
$2.82M -$575K -16,086 -17%
PFM
134
Parsec Financial Management
North Carolina
$2.78M -$1.16M -32,446 -29%
SCM
135
Southport Capital Management
Tennessee
$2.76M +$2.76M +77,100 New
TWM
136
Triton Wealth Management
Arizona
$2.74M +$2.74M +67,153 New
TI
137
Trexquant Investment
Connecticut
$2.73M +$2.4M +67,241 +736%
BC
138
Burney Company
Virginia
$2.71M -$1.25M -35,074 -32%
WIA
139
Wealthstreet Investment Advisors
Texas
$2.65M -$129K -3,610 -5%
LWAC
140
Laurel Wealth Advisors (California)
California
$2.58M +$1.31M +36,732 +104%
HF
141
HRT Financial
New York
$2.58M +$2.08M +58,340 +421%
BI
142
Ballast Inc
Kentucky
$2.57M -$11.5K -321 -0.4%
SWP
143
Stratos Wealth Partners
Ohio
$2.54M -$677K -18,948 -21%
PG
144
Prostatis Group
Maryland
$2.52M -$487K -13,637 -16%
Thrivent Financial for Lutherans
145
Thrivent Financial for Lutherans
Minnesota
$2.48M -$269K -4,240 -10%
AWM
146
Avior Wealth Management
Nebraska
$2.47M -$400K -11,200 -14%
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
$2.41M +$623K +18,240 +35%
ACM
148
AlphaStar Capital Management
North Carolina
$2.33M -$34.9M -920,741 -94%
OAM
149
Occidental Asset Management
California
$2.32M +$186K +5,208 +9%
Invesco
150
Invesco
Georgia
$2.26M -$441K -12,344 -16%