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SPDR Portfolio S&P 500 Growth ETF

343 hedge funds and large institutions have $2.89B invested in SPDR Portfolio S&P 500 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 160 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
343
Holders Change
+16
Holders Change %
+4.89%
% of All Funds
7.53%
Holding in Top 10
48
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.35%
% of All Funds
1.05%
New
46
Increased
160
Reduced
98
Closed
29
Calls
$1.21M
Puts
$367K
Net Calls
+$838K
Net Calls Change
+$629K
Name Holding Trade Value Shares
Change
Shares
Change %
Franklin Resources
151
Franklin Resources
California
$1.39M -$156K -4,000 -10%
GWM
152
Geneos Wealth Management
Colorado
$1.36M +$47K +1,217 +4%
GLA
153
Good Life Advisors
Pennsylvania
$1.36M -$3.04M -78,057 -69%
KWM
154
Kingsview Wealth Management
Oregon
$1.35M +$58.6K +1,507 +5%
MWM
155
Marietta Wealth Management
Georgia
$1.33M +$13.7K +352 +1%
DWM
156
Doyle Wealth Management
Florida
$1.32M +$355K +9,136 +37%
JPMorgan Chase & Co
157
JPMorgan Chase & Co
New York
$1.31M +$160K +4,109 +14%
CB
158
Community Bank
New York
$1.23M +$22.6K +580 +2%
ACG
159
Allen Capital Group
Nebraska
$1.21M +$1.21M +31,568 New
FNC
160
First National Corp
Massachusetts
$1.2M +$21.6K +555 +2%
AWA
161
Arete Wealth Advisors
Illinois
$1.16M +$167K +4,305 +17%
CPA
162
Capital Planning Advisors
California
$1.15M +$1.15M +29,679 New
LF
163
Lantz Financial
Illinois
$1.12M +$362K +9,595 +48%
CIAS
164
Capital Investment Advisory Services
North Carolina
$1.12M +$168K +4,329 +18%
Creative Planning
165
Creative Planning
Kansas
$1.1M +$51.2K +1,315 +5%
CAN
166
Cetera Advisor Networks
California
$1.09M +$175K +4,512 +19%
LNC
167
Lincoln National Corp
Pennsylvania
$1.09M -$58.6K -1,506 -5%
RCA
168
Rowland Carmichael Advisors
Arizona
$1.07M +$1.07M +27,480 New
Cerity Partners
169
Cerity Partners
New York
$1.06M -$46.9K -1,207 -4%
US Bancorp
170
US Bancorp
Minnesota
$1.06M -$761K -19,584 -42%
MWP
171
MYCIO Wealth Partners
Pennsylvania
$1.04M +$311 +8 +0%
CPA
172
Clear Perspective Advisors
Illinois
$1.04M +$509K +13,104 +95%
WIA
173
Wealthstreet Investment Advisors
Texas
$1.02M -$1.51M -38,242 -60%
NWS
174
Newport Wealth Strategies
California
$986K +$614K +15,800 +165%
ASN
175
Advisory Services Network
Georgia
$970K