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SPDR Portfolio S&P 500 Growth ETF

546 hedge funds and large institutions have $6.37B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 211 increasing their positions, 205 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
9.61%
Holding in Top 10
81
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-4.71%
% of All Funds
1.43%
New
53
Increased
211
Reduced
205
Closed
44
Calls
$10.4M
Puts
$3.37M
Net Calls
+$7.08M
Net Calls Change
-$2.33M
Name Holding Trade Value Shares
Change
Shares
Change %
TWM
151
Triton Wealth Management
Arizona
$4.77M +$567K +9,715 +14%
VBFP
152
Valtinson Bruner Financial Planning
Minnesota
$4.69M +$361K +5,964 +8%
QIM
153
Quest Investment Management
Oregon
$4.64M -$493K -8,736 -10%
CWM
154
Collaborative Wealth Management
Florida
$4.61M +$4.61M +69,592 New
PFG
155
PAX Financial Group
Texas
$4.6M -$215K -3,809 -4%
CWM
156
Cornerstone Wealth Management
Missouri
$4.54M +$1.95M +34,610 +75%
AWM
157
Avior Wealth Management
Nebraska
$4.41M -$1.36M -24,083 -24%
HI
158
Harbour Investments
Wisconsin
$4.3M +$4.3M +76,150 New
AO
159
Advisor OS
Illinois
$4.23M +$4.23M +75,051 New
Baird Financial Group
160
Baird Financial Group
Wisconsin
$4.19M -$192K -3,410 -4%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$4.18M +$197K +3,490 +5%
UWM
162
USAdvisors Wealth Management
Minnesota
$4.1M -$5.64K -100 -0.1%
PPWM
163
PFG Private Wealth Management
Florida
$4.1M -$4.91M -87,017 -55%
VFA
164
Voya Financial Advisors
Connecticut
$3.93M +$743K +13,336 +23%
WIA
165
Wealthstreet Investment Advisors
Texas
$3.77M +$52.3K +927 +1%
TI
166
tru Independence
Oregon
$3.76M +$3.76M +66,736 New
BC
167
Burney Company
Virginia
$3.75M -$305K -5,406 -8%
PWA
168
Providence Wealth Advisors
Illinois
$3.73M +$496K +8,803 +15%
OAM
169
Oppenheimer Asset Management
New York
$3.72M +$19.5K +345 +0.5%
TCMP
170
Thrive Capital Management (Pennsylvania)
Pennsylvania
$3.59M +$775K +13,741 +28%
RIM
171
Redwood Investment Management
Arizona
$3.54M -$1.1M -19,447 -24%
BAM
172
Bruderman Asset Management
New York
$3.45M -$95.6K -1,695 -3%
GSEP
173
Golden State Equity Partners
California
$3.45M +$1.38M +24,433 +66%
WWM
174
Western Wealth Management
Colorado
$3.45M +$373K +6,615 +12%
PFM
175
Parsec Financial Management
North Carolina
$3.44M -$148K -2,619 -4%