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SPDR Portfolio S&P 500 Growth ETF

600 hedge funds and large institutions have $9.38B invested in SPDR Portfolio S&P 500 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 283 increasing their positions, 178 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+27
Holders Change %
+4.71%
% of All Funds
10.54%
Holding in Top 10
93
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.33%
% of All Funds
1.63%
New
58
Increased
283
Reduced
178
Closed
21
Calls
$8.99M
Puts
$5.21M
Net Calls
+$3.78M
Net Calls Change
-$4.1M
Name Holding Trade Value Shares
Change
Shares
Change %
WFPG
151
Waller Financial Planning Group
Ohio
$7.46M +$153K +2,386 +2%
FHA
152
Flagship Harbor Advisors
Massachusetts
$7.37M
CWM
153
CCG Wealth Management
California
$7.21M +$86.9K +1,358 +1%
CSPAM
154
Cary Street Partners Asset Management
Virginia
$7.03M +$342K +5,340 +5%
FIM
155
Freedom Investment Management
Connecticut
$6.97M -$306K -4,773 -4%
GP
156
Girard Partners
Pennsylvania
$6.94M -$761K -11,890 -10%
CCFM
157
Clear Creek Financial Management
Washington
$6.87M -$74.5K -1,164 -1%
SFG
158
StrategIQ Financial Group
Indiana
$6.81M +$33.6K +525 +0.5%
GG
159
GenWealth Group
New Jersey
$6.74M +$133K +2,085 +2%
JPMorgan Chase & Co
160
JPMorgan Chase & Co
New York
$6.71M +$4.54M +70,958 +210%
BB
161
Berkshire Bank
Massachusetts
$6.66M -$128K -1,996 -2%
BWFA
162
Baltimore-Washington Financial Advisors
Maryland
$6.6M +$740K +11,565 +13%
GM
163
GeoWealth Management
Illinois
$6.59M +$6.59M +102,961 New
RZH
164
Relyea Zuckerberg Hanson
Connecticut
$6.54M -$29.4K -460 -0.4%
MSAM
165
Moloney Securities Asset Management
Missouri
$6.52M -$73.8K -1,153 -1%
FCMT
166
Founders Capital Management (Texas)
Texas
$6.51M -$539K -8,419 -8%
VBFP
167
Valtinson Bruner Financial Planning
Minnesota
$6.42M +$138K +2,040 +2%
SWM
168
SigFig Wealth Management
California
$6.41M +$191K +2,982 +3%
OAM
169
Occidental Asset Management
California
$6.31M -$96.7K -1,511 -2%
CWM
170
Cornerstone Wealth Management
Missouri
$6.24M +$1.26M +19,715 +25%
CI
171
Cavalier Investments
Georgia
$6.17M +$3.14M +49,025 +103%
PFGIA
172
Patriot Financial Group Insurance Agency
Massachusetts
$6.05M +$3.6M +56,243 +147%
TCA
173
Transcend Capital Advisors
New Jersey
$5.99M +$5.99M +87,530 New
OC
174
Oarsman Capital
Wisconsin
$5.95M -$204K -3,193 -3%
WFA
175
Wells Financial Advisors
Massachusetts
$5.93M +$158K +2,474 +3%