SPYG icon

SPDR Portfolio S&P 500 Growth ETF

300 hedge funds and large institutions have $2.86B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 147 increasing their positions, 73 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
300
Holders Change
+32
Holders Change %
+11.94%
% of All Funds
6.5%
Holding in Top 10
38
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+26.67%
% of All Funds
0.82%
New
58
Increased
147
Reduced
73
Closed
24
Calls
$316K
Puts
Net Calls
+$316K
Net Calls Change
+$317K
Name Holding Trade Value Shares
Change
Shares
Change %
Creative Planning
151
Creative Planning
Kansas
$1.02M +$97.2K +2,612 +11%
FHC
152
First Heartland Consultants
Missouri
$1.01M -$2.48M -66,531 -71%
LIA
153
LBMC Investment Advisors
Tennessee
$1.01M +$372K +10,011 +58%
RMAM
154
Raab & Moskowitz Asset Management
New Jersey
$1M +$398K +10,696 +66%
CFGS
155
Concourse Financial Group Securities
Alabama
$999K +$817K +21,988 +449%
MAFM
156
Mid Atlantic Financial Management
Pennsylvania
$888K +$888K +23,868 New
US Bancorp
157
US Bancorp
Minnesota
$883K +$266K +7,145 +43%
IWM
158
IHT Wealth Management
Illinois
$874K +$52.8K +1,419 +6%
CG
159
Colony Group
Massachusetts
$870K +$870K +23,392 New
PWS
160
Paragon Wealth Strategies
Florida
$859K -$517K -13,906 -38%
DWM
161
Doyle Wealth Management
Florida
$853K +$411K +10,840 +93%
CCP
162
Corient Capital Partners
California
$835K -$5.24M -140,893 -86%
AWA
163
Arete Wealth Advisors
Illinois
$787K +$227K +6,115 +41%
CIAS
164
Capital Investment Advisory Services
North Carolina
$782K +$13K +349 +2%
RFA
165
Reilly Financial Advisors
California
$737K -$25.8K -693 -3%
PT
166
Plimoth Trust
Massachusetts
$731K +$2.42K +65 +0.3%
VCM
167
Virtue Capital Management
Tennessee
$718K +$718K +19,292 New
TYCC
168
Texas Yale Capital Corp
Florida
$676K +$346K +9,304 +105%
AC
169
Alexandria Capital
Virginia
$671K +$125K +3,372 +23%
FC
170
Financial Consulate
Maryland
$632K +$253K +6,790 +67%
JPMorgan Chase & Co
171
JPMorgan Chase & Co
New York
$626K +$613K +16,472 +4,788%
FIM
172
Fernwood Investment Management
Massachusetts
$623K +$197K +5,304 +46%
FAIM
173
Financial Advocates Investment Management
Washington
$611K +$191K +5,139 +46%
TW
174
Towerpoint Wealth
California
$610K +$372 +10 +0.1%
PTC
175
Private Trust Company
Ohio
$605K -$12.1K -326 -2%