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SPDR Portfolio S&P 500 Growth ETF

479 hedge funds and large institutions have $6.24B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 196 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
479
Holders Change
+21
Holders Change %
+4.59%
% of All Funds
9.69%
Holding in Top 10
76
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+5.56%
% of All Funds
1.54%
New
56
Increased
171
Reduced
196
Closed
29
Calls
$27.7M
Puts
$22.4M
Net Calls
+$5.32M
Net Calls Change
+$4.77M
Name Holding Trade Value Shares
Change
Shares
Change %
JPMorgan Chase & Co
151
JPMorgan Chase & Co
New York
$3.89M +$371K +7,452 +11%
BC
152
Burney Company
Virginia
$3.6M +$67K +1,338 +2%
CWM
153
CCG Wealth Management
California
$3.56M -$455K -9,082 -11%
PG
154
Prostatis Group
Maryland
$3.54M +$927K +18,508 +35%
TWM
155
Triton Wealth Management
Arizona
$3.47M +$58.5K +1,160 +2%
OAM
156
Occidental Asset Management
California
$3.46M +$24.5K +489 +0.7%
PFM
157
Parsec Financial Management
North Carolina
$3.43M -$219K -4,379 -6%
AWA
158
Arete Wealth Advisors
Illinois
$3.35M -$203K -4,075 -6%
KFGK
159
Keystone Financial Group (Kentucky)
Kentucky
$3.33M +$1.22M +24,364 +58%
BWFA
160
Baltimore-Washington Financial Advisors
Maryland
$3.32M +$415K +8,276 +14%
WIA
161
Wealthstreet Investment Advisors
Texas
$3.31M -$290K -5,779 -8%
OAM
162
Oppenheimer Asset Management
New York
$3.29M +$119K +2,373 +4%
CAN
163
Cetera Advisor Networks
California
$3.23M -$3.37M -67,154 -51%
MFG
164
Merit Financial Group
Georgia
$3.2M +$554K +11,049 +21%
BI
165
Ballast Inc
Kentucky
$3.14M -$500K -9,987 -14%
VBFP
166
Valtinson Bruner Financial Planning
Minnesota
$3.05M +$1.96M +40,002 +179%
IA
167
IndexIQ Advisors
New York
$3.02M +$2.77M +55,368 +1,147%
Invesco
168
Invesco
Georgia
$2.93M -$124K -2,475 -4%
GG
169
GenWealth Group
New Jersey
$2.82M +$752K +14,820 +36%
WAP
170
Wealthcare Advisory Partners
Pennsylvania
$2.82M -$32.6K -650 -1%
BF
171
BOK Financial
Oklahoma
$2.8M +$336K +6,699 +14%
IWP
172
IAG Wealth Partners
Wisconsin
$2.74M -$199K -3,968 -7%
PWA
173
Providence Wealth Advisors
Illinois
$2.73M +$141K +2,820 +5%
TF
174
TIAA FSB
Florida
$2.69M -$837K -16,696 -24%
US Bancorp
175
US Bancorp
Minnesota
$2.64M -$20.6K -411 -0.8%