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SPDR Portfolio S&P 500 Growth ETF

418 hedge funds and large institutions have $4B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 162 increasing their positions, 147 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
418
Holders Change
+2
Holders Change %
+0.48%
% of All Funds
9.23%
Holding in Top 10
63
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+6.78%
% of All Funds
1.39%
New
66
Increased
162
Reduced
147
Closed
56
Calls
$15K
Puts
$760K
Net Calls
-$745K
Net Calls Change
-$1.35M
Name Holding Trade Value Shares
Change
Shares
Change %
CAG
151
Csenge Advisory Group
Florida
$2.23M +$2.23M +62,328 New
RCAG
152
Rehmann Capital Advisory Group
Michigan
$2.17M +$2.17M +60,711 New
AWA
153
Arete Wealth Advisors
Illinois
$2.16M +$122K +3,432 +6%
AIA
154
Alera Investment Advisors
Illinois
$2.15M +$2.15M +8,604 New
CWM
155
CCG Wealth Management
California
$2.13M +$734K +20,532 +53%
OAM
156
Oppenheimer Asset Management
New York
$2.08M +$2.01M +56,247 +3,021%
MFG
157
Merit Financial Group
Georgia
$2.07M +$1.86M +52,110 +917%
B
158
Bridgeworth
Alabama
$1.99M +$1.99M +55,544 New
IWP
159
IAG Wealth Partners
Wisconsin
$1.98M +$115K +3,213 +6%
UR
160
USCA RIA
Texas
$1.95M -$2.23M -62,477 -53%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$1.95M +$67.8K +1,896 +4%
CA
162
Cetera Advisors
Colorado
$1.84M -$536K -15,007 -23%
WAP
163
Wealthcare Advisory Partners
Pennsylvania
$1.84M +$74.8K +2,092 +4%
NA
164
NewEdge Advisors
Louisiana
$1.81M -$8.65K -242 -0.5%
CAN
165
Cetera Advisor Networks
California
$1.79M +$658K +18,411 +58%
Susquehanna International Group
166
Susquehanna International Group
Pennsylvania
$1.79M -$1.25M -35,024 -41%
Lido Advisors
167
Lido Advisors
California
$1.78M -$179K -4,994 -9%
PWA
168
Providence Wealth Advisors
Illinois
$1.77M +$176K +5,048 +11%
IMC Chicago
169
IMC Chicago
Illinois
$1.76M +$1.76M +49,311 New
LW
170
Linscomb Wealth
Texas
$1.75M +$65.5K +1,832 +4%
CCM
171
Cribstone Capital Management
Maine
$1.69M +$86.1K +2,410 +5%
LBC
172
Lowe Brockenbrough & Co
Virginia
$1.69M +$1.15M +32,311 +217%
JPMorgan Chase & Co
173
JPMorgan Chase & Co
New York
$1.68M +$142K +3,981 +9%
DWM
174
Doyle Wealth Management
Florida
$1.68M +$315K +8,805 +23%
US Bancorp
175
US Bancorp
Minnesota
$1.66M +$720K +20,153 +77%