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SPDR Portfolio S&P 500 Growth ETF

479 hedge funds and large institutions have $6.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+21
Holders Change %
+4.59%
% of All Funds
9.69%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.54%
New
56
Increased
171
Reduced
196
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$6.13M -$1.93M -38,451 -24%
RIS
127
Retirement Income Solutions
Michigan
$6.09M -$532K -10,626 -8%
BB
128
Berkshire Bank
Massachusetts
$6.01M +$6.01M +119,927 New
AWM
129
Avior Wealth Management
Nebraska
$5.95M +$148K +2,958 +3%
WFPG
130
Waller Financial Planning Group
Ohio
$5.89M -$134K -2,666 -2%
APA
131
American Portfolios Advisors
New York
$5.8M -$1.62M -32,327 -22%
SCM
132
Southport Capital Management
Tennessee
$5.78M -$45.4K -905 -0.8%
RM
133
Resource Management
Louisiana
$5.77M +$1.12M +22,309 +24%
FIM
134
Freedom Investment Management
Connecticut
$5.65M -$1.57M -31,256 -22%
MML Investors Services
135
MML Investors Services
Massachusetts
$5.64M -$228K -4,550 -4%
RZH
136
Relyea Zuckerberg Hanson
Connecticut
$5.39M +$64.3K +1,235 +1%
SA
137
Shilanski & Associates
Alaska
$5.27M -$14.5K -290 -0.3%
DWM
138
Doyle Wealth Management
Florida
$5.24M +$1.18M +23,452 +29%
GVAG
139
Great Valley Advisor Group
Delaware
$5.21M +$1.53M +30,611 +42%
QIM
140
Quest Investment Management
Oregon
$5.16M +$5.16M +103,030 New
NEIRG
141
New England Investment & Retirement Group
Massachusetts
$4.9M +$195K +3,900 +4%
PA
142
Probity Advisors
Texas
$4.85M -$147K -2,937 -3%
SCA
143
Snowden Capital Advisors
New York
$4.69M -$4.57M -91,146 -49%
PFG
144
PAX Financial Group
Texas
$4.61M -$355K -7,080 -7%
MSAM
145
Moloney Securities Asset Management
Missouri
$4.6M +$1.82M +36,399 +66%
SFG
146
StrategIQ Financial Group
Indiana
$4.6M -$441K -8,802 -9%
TCA
147
Transcend Capital Advisors
New Jersey
$4.59M -$294K -5,876 -6%
KAS
148
Kestra Advisory Services
Texas
$4.14M +$4.14M +82,665 New
Baird Financial Group
149
Baird Financial Group
Wisconsin
$4.07M -$196K -3,912 -5%
FAAS
150
First Allied Advisory Services
California
$3.99M -$869K -17,345 -18%