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SPDR Portfolio S&P 500 Growth ETF

941 hedge funds and large institutions have $19.3B invested in SPDR Portfolio S&P 500 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 384 increasing their positions, 350 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
941
Holders Change
+31
Holders Change %
+3.41%
% of All Funds
13.64%
Holding in Top 10
168
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+0.6%
% of All Funds
2.44%
New
94
Increased
384
Reduced
350
Closed
48
Calls
$24.1M
Puts
$5.7M
Net Calls
+$18.4M
Net Calls Change
+$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
9WM
126
9258 Wealth Management
Ohio
$23.5M +$422K +5,775 +2%
VCP
127
Verus Capital Partners
Arizona
$23.3M +$420K +5,748 +2%
MAM
128
MMA Asset Management
Pennsylvania
$23.1M +$5.71M +78,017 +33%
PCIA
129
Prime Capital Investment Advisors
Kansas
$23.1M +$9.09M +124,232 +65%
CC
130
Courier Capital
New York
$23.1M +$429K +5,860 +2%
Truist Financial
131
Truist Financial
North Carolina
$22.4M +$822K +11,236 +4%
CCFM
132
Clear Creek Financial Management
Washington
$22.2M +$392K +5,356 +2%
WWM
133
Western Wealth Management
Colorado
$22.1M +$2.37M +32,428 +12%
CSPAM
134
Cary Street Partners Asset Management
Virginia
$21.7M -$2.74M -37,440 -11%
CSPIA
135
Cary Street Partners Investment Advisory
Virginia
$21.5M +$3.38M +46,209 +19%
QIM
136
Quest Investment Management
Oregon
$21.5M -$1.56M -21,273 -7%
FGAM
137
Financial Gravity Asset Management
Texas
$21.5M -$117M -1,687,171 -84%
CA
138
CGN Advisors
Kansas
$21.4M +$3.05M +41,721 +17%
EFL
139
ERn Financial LLC
Wisconsin
$21.2M +$134K +1,838 +0.6%
MD
140
Money Design
Japan
$21.1M -$4.74M -64,814 -18%
BFEC
141
Benjamin F. Edwards & Company
Missouri
$21.1M +$5.03M +68,708 +31%
JFA
142
JNBA Financial Advisors
Minnesota
$20.9M -$4.81M -65,773 -19%
WAM
143
WFA Asset Management
Wisconsin
$20.6M -$534K -7,300 -3%
GWAG
144
Garrett Wealth Advisory Group
Texas
$20.6M +$145K +1,984 +0.7%
M&T Bank
145
M&T Bank
New York
$20.4M -$1.17M -16,000 -5%
AT
146
Arden Trust
Delaware
$20.4M -$438K -5,988 -2%
SF
147
Symphony Financial
Texas
$20M +$3.6M +49,206 +22%
SFG
148
Sunburst Financial Group
Alabama
$19.7M +$1.55M +21,164 +9%
Northwestern Mutual Wealth Management
149
Northwestern Mutual Wealth Management
Wisconsin
$19.6M +$7.06M +96,520 +56%
AWA
150
Alta Wealth Advisors
Massachusetts
$19.4M +$791K +10,820 +4%