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SPDR Portfolio S&P 500 Growth ETF

573 hedge funds and large institutions have $8.56B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 252 increasing their positions, 172 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
+27
Holders Change %
+4.95%
% of All Funds
10%
Holding in Top 10
90
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.11%
% of All Funds
1.57%
New
66
Increased
252
Reduced
172
Closed
35
Calls
$9.58M
Puts
$1.7M
Net Calls
+$7.88M
Net Calls Change
+$806K
Name Holding Trade Value Shares
Change
Shares
Change %
RM
126
Resource Management
Louisiana
$9.06M -$250K -3,977 -3%
LWMG
127
Levy Wealth Management Group
Pennsylvania
$9M +$563K +8,942 +7%
CAN
128
Cetera Advisor Networks
California
$9M +$6.3M +100,054 +234%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$8.83M +$6.4M +101,639 +263%
TW
130
Transform Wealth
Colorado
$8.75M +$1.21M +19,224 +16%
PWPS
131
Pinnacle Wealth Planning Services
Ohio
$8.61M +$241K +4,272 +3%
RF
132
Rollins Financial
Georgia
$8.47M +$3.11M +49,458 +58%
LFPWM
133
Leicht Financial Planning & Wealth Management
New Jersey
$8.39M -$6.31M -97,597 -43%
State Street
134
State Street
Massachusetts
$8.23M +$8.23M +130,764 New
BRWA
135
B. Riley Wealth Advisors
Florida
$8.22M +$8.22M +130,465 New
VC
136
Vicus Capital
Pennsylvania
$8.02M -$794K -12,601 -9%
SWP
137
Stratos Wealth Partners
Ohio
$8.02M -$2.07M -32,893 -21%
CWA
138
Centennial Wealth Advisory
Michigan
$7.89M +$5.85M +92,859 +286%
WAP
139
Wealthcare Advisory Partners
Pennsylvania
$7.64M +$1.89M +29,976 +33%
GP
140
Girard Partners
Pennsylvania
$7.58M +$283K +4,502 +4%
FHA
141
Flagship Harbor Advisors
Massachusetts
$7.37M +$6.24M +99,022 +550%
WFPG
142
Waller Financial Planning Group
Ohio
$7.19M +$988K +15,685 +16%
FIM
143
Freedom Investment Management
Connecticut
$7.16M +$282K +4,478 +4%
CWM
144
CCG Wealth Management
California
$7.01M +$414K +6,582 +6%
NEIRG
145
New England Investment & Retirement Group
Massachusetts
$6.99M +$764K +12,128 +12%
FCMT
146
Founders Capital Management (Texas)
Texas
$6.94M +$13.9K +220 +0.2%
CCFM
147
Clear Creek Financial Management
Washington
$6.83M +$6.83M +108,486 New
BB
148
Berkshire Bank
Massachusetts
$6.68M -$143K -2,265 -2%
SFG
149
StrategIQ Financial Group
Indiana
$6.66M +$53.8K +854 +0.8%
CSPAM
150
Cary Street Partners Asset Management
Virginia
$6.58M +$294K +4,669 +5%