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SPDR Portfolio S&P 500 Growth ETF

543 hedge funds and large institutions have $6.19B invested in SPDR Portfolio S&P 500 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 201 increasing their positions, 172 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
+64
Holders Change %
+13.36%
% of All Funds
9.63%
Holding in Top 10
85
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+11.84%
% of All Funds
1.51%
New
102
Increased
201
Reduced
172
Closed
29
Calls
$16.7M
Puts
$7.34M
Net Calls
+$9.4M
Net Calls Change
+$4.08M
Name Holding Trade Value Shares
Change
Shares
Change %
QIM
151
Quest Investment Management
Oregon
$5.03M -$664K -12,001 -12%
TCA
152
Transcend Capital Advisors
New Jersey
$5.03M -$32K -578 -0.6%
GWM
153
Geneos Wealth Management
Colorado
$4.94M +$4.01M +221,711 +432%
MFG
154
Merit Financial Group
Georgia
$4.75M +$1.22M +22,119 +35%
CSPAM
155
Cary Street Partners Asset Management
Virginia
$4.72M +$4.72M +85,353 New
PFG
156
PAX Financial Group
Texas
$4.72M -$363K -6,562 -7%
RIM
157
Redwood Investment Management
Arizona
$4.52M +$4.05M +73,734 +868%
RF
158
Rollins Financial
Georgia
$4.51M +$4.51M +81,582 New
Baird Financial Group
159
Baird Financial Group
Wisconsin
$4.3M -$194K -3,502 -4%
CWM
160
CCG Wealth Management
California
$4.27M +$346K +6,256 +9%
CFG
161
Cooper Financial Group
California
$4.07M +$1.6M +28,863 +65%
UWM
162
USAdvisors Wealth Management
Minnesota
$4.02M -$15.1K -273 -0.4%
VBFP
163
Valtinson Bruner Financial Planning
Minnesota
$3.98M +$513K +9,242 +15%
BC
164
Burney Company
Virginia
$3.97M +$6.53K +118 +0.2%
TWM
165
Triton Wealth Management
Arizona
$3.95M +$172K +3,141 +5%
BWFA
166
Baltimore-Washington Financial Advisors
Maryland
$3.9M +$239K +4,315 +7%
CSPIA
167
Cary Street Partners Investment Advisory
Virginia
$3.78M -$5.51M -99,662 -59%
AWA
168
Arete Wealth Advisors
Illinois
$3.67M -$44.9K -815 -1%
WIA
169
Wealthstreet Investment Advisors
Texas
$3.65M -$8.02K -145 -0.2%
HG
170
Harbor Group
New Hampshire
$3.64M +$3.64M +65,558 New
OAM
171
Oppenheimer Asset Management
New York
$3.63M +$1.71K +31 +0%
PFM
172
Parsec Financial Management
North Carolina
$3.52M -$262K -4,740 -7%
BAM
173
Bruderman Asset Management
New York
$3.48M +$1.05M +18,909 +43%
EWM
174
Echo Wealth Management
Minnesota
$3.36M +$3.36M +60,690 New
SAM
175
Sequent Asset Management
Texas
$3.33M +$930K +16,823 +39%