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SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.37B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.61%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.43%
New
53
Increased
211
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
RIS
126
Retirement Income Solutions
Michigan
$6.98M -$315K -5,590 -4%
TW
127
Transform Wealth
Colorado
$6.75M -$1.11M -19,610 -14%
GP
128
Girard Partners
Pennsylvania
$6.53M -$301K -5,338 -4%
RZH
129
Relyea Zuckerberg Hanson
Connecticut
$6.29M -$14.5K -240 -0.2%
FCMT
130
Founders Capital Management (Texas)
Texas
$6.2M +$708K +12,550 +13%
FIM
131
Freedom Investment Management
Connecticut
$6.16M -$275K -4,883 -4%
BB
132
Berkshire Bank
Massachusetts
$6.11M -$702K -12,445 -10%
OAM
133
Occidental Asset Management
California
$6.07M +$40K +709 +0.7%
SFG
134
StrategIQ Financial Group
Indiana
$5.92M +$221K +3,922 +4%
CWM
135
CCG Wealth Management
California
$5.9M +$1.55M +27,403 +35%
SCA
136
Snowden Capital Advisors
New York
$5.83M +$297K +5,261 +5%
MSAM
137
Moloney Securities Asset Management
Missouri
$5.72M -$53.1K -942 -0.9%
CSPAM
138
Cary Street Partners Asset Management
Virginia
$5.63M +$818K +14,508 +17%
NEIRG
139
New England Investment & Retirement Group
Massachusetts
$5.58M +$290K +5,146 +5%
WFPG
140
Waller Financial Planning Group
Ohio
$5.55M -$195K -3,460 -3%
GG
141
GenWealth Group
New Jersey
$5.47M +$2.38M +42,170 +77%
PA
142
Probity Advisors
Texas
$5.22M +$5.22M +92,557 New
WAP
143
Wealthcare Advisory Partners
Pennsylvania
$5.15M +$1.93M +34,200 +60%
TCA
144
Transcend Capital Advisors
New Jersey
$5.03M -$95.2K -1,689 -2%
WFA
145
Wells Financial Advisors
Massachusetts
$4.99M -$7.79M -138,109 -61%
OC
146
Oarsman Capital
Wisconsin
$4.95M -$7.12M -126,247 -59%
ADIM
147
Alpha DNA Investment Management
Maryland
$4.9M -$1.88M -33,304 -28%
KFGK
148
Keystone Financial Group (Kentucky)
Kentucky
$4.86M -$1.47M -26,055 -23%
HG
149
Harbor Group
New Hampshire
$4.81M +$901K +15,087 +23%
RF
150
Rollins Financial
Georgia
$4.79M +$191K +3,383 +4%